this post was submitted on 27 Oct 2024
344 points (99.4% liked)

Selfhosted

40132 readers
542 users here now

A place to share alternatives to popular online services that can be self-hosted without giving up privacy or locking you into a service you don't control.

Rules:

  1. Be civil: we're here to support and learn from one another. Insults won't be tolerated. Flame wars are frowned upon.

  2. No spam posting.

  3. Posts have to be centered around self-hosting. There are other communities for discussing hardware or home computing. If it's not obvious why your post topic revolves around selfhosting, please include details to make it clear.

  4. Don't duplicate the full text of your blog or github here. Just post the link for folks to click.

  5. Submission headline should match the article title (don’t cherry-pick information from the title to fit your agenda).

  6. No trolling.

Resources:

Any issues on the community? Report it using the report flag.

Questions? DM the mods!

founded 1 year ago
MODERATORS
 

Not affiliated in any way with Actual Budget, but I can't recommend it enough. It's the FOSS version of YNAB pretty much so if you're a fan of envelope budgeting it's a great tool. I'd even say it has quite a few other strengths compared to YNAB (free bank syncing in the EU with more banks supported for example), and you can always be sure that your financial data stays within your reach.

you are viewing a single comment's thread
view the rest of the comments
[–] johntash@eviltoast.org 2 points 2 weeks ago (3 children)

Does Actual support investment accounts / stocks? I was using beancount/fava for tracking, but have been lazy and haven't updated it in a long time.

[–] Treedrake@fedia.io 3 points 2 weeks ago

I don't think one takes into account investment accounts with envelope budgeting, if I'm not wrong. All the accounts in this kind of budgeting should be involved in the budget, to be money that is to be assigned. "Give every dollar a job" kind of style. Money in investment accounts is for the most part saving for savings sake. But I guess people can assign that kind of money as well, e.g. "this is money that I'm investing to be able to buy a house in 5 years". I'm not an expert on this so you could look up how YNAB does it, or if Actual has any docs on this.

[–] sugar_in_your_tea@sh.itjust.works 1 points 2 weeks ago* (last edited 2 weeks ago)

Nope, which honestly annoys me but is pretty par for the course. That said, when it comes to budgeting, I mostly care about where money is going and care less about the "whole financial picture." If I need to estimate what retirement looks like, I want more than a simple budgeting tool.

I personally use Fidelity for investment tracking. My main "checking" is their Cash Management Account, my "savings" is a brokerage account (invested in t-bills and money market funds), and I can link all of my other accounts and it pulls in specific investments and shows a consolidated view. It's awesome because it shows all kinds of stuff, like morningstar-style factor weights, sector exposure, etc. It's not self-hosted, but I trust them with my banking anyway, so it's not like I'm opening myself up to some new exploit (oh, and Fidelity also has proper MFA; Symantic VIP, which kinda sucks, but it's way better than any other financial institution).

I used to track this stuff via a Google spreadsheet (couldn't find a way to get stock quotes in LibreOffice), but this seems to be good enough for me.

[–] k4j8@lemmy.world 1 points 2 weeks ago

As others said, both Firefly III and Actual Budget do not support stocks. I wish they did, but I guess I'll have to stick with GnuCash + Metabase for now.