this post was submitted on 02 Nov 2023
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[–] linearchaos 37 points 1 year ago (13 children)

Pretty much just gone back to a spreadsheet.

insights about spending up and down per category and automatic categorization was pretty nice.

Budget targets were nice.

I've been meaning to look around for something self hosted or FOSS.

[–] [email protected] 4 points 1 year ago (6 children)

I use a spreadsheet. I have a macro for categorisation but you could probably do it with vlookup instead.

I like using a spread sheet because I'm not locked in to anything, and neither is my data.

[–] YaksDC 7 points 1 year ago* (last edited 1 year ago) (1 children)

If you like using spreadsheets you should check out Tiller.

https://www.tillerhq.com/

I tried it and saw its promise, but I don't love spreadsheets.

[–] [email protected] 4 points 1 year ago (1 children)

I have my spread sheet set up just how I want it, based on what I am looking for in a money management tool. I've come to accept that no other tool will do what I want as well as the thing I set up myself.

[–] capital 2 points 1 year ago (1 children)

How are you entering transactions? Manually?

[–] [email protected] 2 points 1 year ago

Each month I download a spreadsheet of transactions from my bank's website. I only manually set categories for things not previously seen.

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