this post was submitted on 02 Nov 2023
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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.
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.
I also have a robust spreadsheet that has enough VLOOKUPs to choke a supercomputer. Mint was just an aggregate for all my financial institutions that I could then export from the site and into my spreadsheet. I'm willing to pay for this aggregate service, just not a lot.
I can export spread sheets from my bank website and then have them automatically processed. I do it once a month, and it's only a couple of minutes to do. I can understand the appeal of an aggregate service but I don't find it helpful in my case.