this post was submitted on 20 Dec 2024
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Up to now I enter receipts by hand into a spreadsheet and cross-reference everything to my bank statements. Is there a Linux program that'll let me download a bank statement and then intelligently categorize different entries on my bank statement? Or allow me to manually categorize entries? No spyware or intrusive software.

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[–] Flaqueman@sh.itjust.works 12 points 1 day ago (1 children)

I've been using Homebank for years now and I'm very happy with it. Download transaction data from your bank in QuickBooks format and import it into homebank. Then, you can create auto-categorizing rules for all those recurring purchases, and manually assign a category to the other transactions. I do this every month and it now takes 10-15min max to go through all my transactions and check/categorize everything, and see some nice customizable charts of where my money's going.

[–] vhstape@lemmy.sdf.org 1 points 9 hours ago

I also use Homebank, and it’s more than enough for my needs as a single guy