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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[–] mspencer712@programming.dev 4 points 1 day ago

I don’t know what people call this, but I’m curious if you also need future balance prediction, basically “here’s how much left over you’re going to have this payday, next payday, etc”. I might switch from my homegrown spreadsheet to one of these recommendations if they also support that.

(I’m talking about something where you input your known scheduled debits and credits, especially for people with biweekly paychecks but monthly debits, and then you match recent actual activity with what’s expected. So you get “current balance is $1800 but it’ll get as low as $300 before you get paid next” type info to keep you from over spending.)