So way back when I used to use Mint.com to help me manage my finances. It worked great until Intuit bought them, ended the app, and redirected their customers to CreditKarma. I hated getting spam messages and haven’t used a personal finance app for years. I finally set up ActualBudget and it great for budgeting but I want to keep track of investments, retirement holdings, property, and things outside of the monthly budget. I don’t think ActualBudget does that. Are there any self hosted projects that helps me keep track of stocks, property, and other assets?
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Actual budget does do that! You can tie it to automatically import transactions via SimpleFIN.
https://actualbudget.org/docs/advanced/bank-sync/simplefin/
Some things you’ll need to manually do, like real estate valuations.
So that actually doesn’t do what I want. It will record buying and selling of securities but only as if it were like making purchases or payments in a credit card or bank account. It doesn’t keep track of the value of the security or any other asset. For example, I have a Roth account and it has a couple hundred shares of an index fund in it. Actual will only show that I spent several thousand on that index fund (listing it’s name in the notes) but not the number of shares I bought and at what price at the time of purchase. I won’t be able to track gains or losses for each security, only as a whole of the entire Roth. Actual doesn’t do what I want it to do and I don’t know enough TypeScript to contribute.
Firefly III and Actual are the usual answers here and both are great, worth trying first.
Throwing my own in for transparency since I built it: Finlynq (github.com/finlynq/finlynq, AGPL). Runs on docker + postgres. The differentiator vs firefly/actual is it ships an MCP server, so you can hook up an LLM (Claude, ChatGPT, whatever) and just ask it about your finances or have it log stuff for you. Also does proper multi-currency (stocks/crypto/metals) and encrypts account names at rest.
It’s younger so a smaller community than firefly, being upfront. I’m actively building it and ship often, so if there’s a self-host feature you’d want (specific reverse-proxy setup, backup format, etc) tell me and I’ll prioritize. Demo if you want to click around before pulling the image: finlynq.com/cloud
I really want this too. Neither Actual nor Firefly III support stocks/funds (open issues for Actual and for Firefly III.
I use GnuCash for my transactions, which I manually export from my accounts as QFX files. Although GnuCash has support for tracking fund values and generating reports, I do this with a custom Python script and Metabase instead.
Holy shit. This is both awesome and so overkill that I want to try it.
I can share the script on GitHub if anyone is interested. Among other things, it converts funds to their value at the time of the transaction and adds additional transactions to reflect capital gains and losses. This allows Metabase to accurately report net worth over time.
I am definitely interested.
