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I am currently working on configuring a similar private, open source portfolio tracker built on top of ledger (a double-entry accounting system). I was drawn to

by bt1a 2y ago

I am currently working on configuring a similar private, open source portfolio tracker built on top of ledger (a double-entry accounting system). I was drawn to it because of its yml config that I can version control easily If anyone has set up Paisa (successfully or unsuccessfully) and has anything to share, I'd love to hear it. https://paisa.fyi/ https://paisa.fyi/ https://demo.paisa.fyi/ https://demo.paisa.fyi/ https://ledger-cli.org/ https://ledger-cli.org/ When comparing the two programs here, I can't immediately see any big differences. Sorry if this reads like a shallow plug

maxwelljoslyn 2y ago
I used to use Beancount religiously (before some job and health difficulties left me less capable of tracking my finances as closely.) My biggest complaint was always that I didn't have something like autocomplete/syntax highlighting to cut down on the manual-ness of data entry. Most of the aforementioned difficulties are behind me, and Paisa looks like an awesome way to help ease me back into Beancount. Thank you! I'm going to try it out soon!
- floathub 2y ago
  There is a beancount mode for Emacs that does a lot of what you want, but only really of use if you use Emacs. https://github.com/beancount/beancount-mode https://github.com/beancount/beancount-mode
  - freddie_mercury 2y ago
    The beancount mode for VS Code is also pretty good with syntax highlighting, autocomplete, tabbing, autoformat, etc. It's what I've been using for years. But I think the "real" answer, especially as more countries get increasingly cashless, is to just import a CSV or OFX every few weeks so you're not actually manually entering anything.
    - zburatorul 2y ago
      Intrigued by beancount mode in vscode. Will try. I do otherwise employ the workflow you mention: automatic downloads and supervised but nearly automatic imports. For importing: https://github.com/jbms/beancount-import https://github.com/jbms/beancount-import For downloading: https://github.com/jbms/finance-dl https://github.com/jbms/finance-dl
bornfreddy 2y ago
Looks interesting, thanks for sharing. One comment: I didn't find any mention of "open source" or AGPL on paisa.fyi, which is kind of a big deal to me, and I assume others too. Maybe you should add it there? Like the idea of using text files as storage as it lets me use git to track changes - nice! Will check it out too.

by bt1a 2y ago

maxwelljoslyn 2y ago

I used to use Beancount religiously (before some job and health difficulties left me less capable of tracking my finances as closely.) My biggest complaint was always that I didn't have something like autocomplete/syntax highlighting to cut down on the manual-ness of data entry. Most of the aforementioned difficulties are behind me, and Paisa looks like an awesome way to help ease me back into Beancount. Thank you! I'm going to try it out soon!

floathub 2y ago
There is a beancount mode for Emacs that does a lot of what you want, but only really of use if you use Emacs. https://github.com/beancount/beancount-mode https://github.com/beancount/beancount-mode
- freddie_mercury 2y ago
  The beancount mode for VS Code is also pretty good with syntax highlighting, autocomplete, tabbing, autoformat, etc. It's what I've been using for years. But I think the "real" answer, especially as more countries get increasingly cashless, is to just import a CSV or OFX every few weeks so you're not actually manually entering anything.
  - zburatorul 2y ago
    Intrigued by beancount mode in vscode. Will try. I do otherwise employ the workflow you mention: automatic downloads and supervised but nearly automatic imports. For importing: https://github.com/jbms/beancount-import https://github.com/jbms/beancount-import For downloading: https://github.com/jbms/finance-dl https://github.com/jbms/finance-dl

bornfreddy 2y ago

Looks interesting, thanks for sharing. One comment: I didn't find any mention of "open source" or AGPL on paisa.fyi, which is kind of a big deal to me, and I assume others too. Maybe you should add it there? Like the idea of using text files as storage as it lets me use git to track changes - nice! Will check it out too.