39
submitted 9 months ago by [email protected] to c/[email protected]

Hi everyone,

I'm currently on the lookout for a self-hosted budgeting tool that utilizes the envelope method, similar to what YNAB offers. I've been using Firefly III for a while, and it's great, but I'm seeking something that brings the budgeting aspect more to the forefront, rather than something I refer to in hindsight.

Ideally, I'd like a tool that allows for proactive budget management, where I can allocate funds to specific categories or 'envelopes' ahead of time. This way, I can track my expenses against my budget as they happen, rather than just reviewing them after the fact.

Additionally, having an iOS app for easy access and management on the go would be a huge plus.

Does anyone have recommendations for tools that fit this description? Any suggestions or insights from personal experiences would be greatly appreciated!

Thanks in advance!

you are viewing a single comment's thread
view the rest of the comments
[-] [email protected] 4 points 9 months ago

Not self-hosted (not online at all, actually) and the apps are in early stages (read-only afaik), but I'd recommend Buckets. I've done the same search as you, and nothing has even come close to it. The license is a tad expensive, but it's from the WinRAR school of licensing where it doesn't disable anything. It just nags you until you buy it. It syncs with SimpleFIN and everything is in a single file, so I just have it in a Syncthing folder to keep it updated between everywhere (though it does have a built in sync function).

[-] [email protected] 1 points 9 months ago

I couldn't find any details on their page, but do you know how they handle bank account syncing? Is it using a backend service like Plaid or something similar to securely link the accounts, or do you have to provide your bank credentials to the app directly?

[-] [email protected] 1 points 9 months ago

https://bridge.simplefin.org/ with this. It costs, but I spot checked some finicky banks, and they're supported, so I suspect the coverage is quite good.

this post was submitted on 27 Nov 2023
39 points (91.5% liked)

Asklemmy

43394 readers
1232 users here now

A loosely moderated place to ask open-ended questions

Search asklemmy ๐Ÿ”

If your post meets the following criteria, it's welcome here!

  1. Open-ended question
  2. Not offensive: at this point, we do not have the bandwidth to moderate overtly political discussions. Assume best intent and be excellent to each other.
  3. Not regarding using or support for Lemmy: context, see the list of support communities and tools for finding communities below
  4. Not ad nauseam inducing: please make sure it is a question that would be new to most members
  5. An actual topic of discussion

Looking for support?

Looking for a community?

~Icon~ ~by~ ~@Double_[email protected]~

founded 5 years ago
MODERATORS