actual VS lakshmi

There is some experimental work being done with SimpleFIN integration[1] for US banks but I can't comment on how well that works.

Personally, I add each transaction manually. It allows me to stay on top my budget.

[1] https://github.com/actualbudget/actual/issues/2272

If you know how to self host, or have someone to teach you, you should check out Actual, https://actualbudget.org

Please upvote the feature request: https://github.com/actualbudget/actual/issues/2042

ActualBudget

But several months ago I went back to check out Actual budget which was a sort of YNAB-clone whose author decided to release as open source. If you are comfortable with a bit of command line work, you can install it easily enough running as a hosted service in the free tier of a provider. I'm running in fly.io (docs for that are here). It was a bit fiddly trying to get set up for the first time, but the docs are detailed, and since I got it working it's been flawless and easy.

The repo is pretty active too, wonder if there’s a follow up blog post about the transition. https://github.com/actualbudget/actual

Try lakshmi if you are a little tech savvy for checking if you should rebalance. It does other things too. https://github.com/sarvjeets/lakshmi

Lakshmi: https://github.com/sarvjeets/lakshmi

I wanted to share Lakshmi, a tool that I have developed for managing a Boglehead style portfolio. It's a command-line program that allows tracking of overall portfolio, asset-allocation, asset-location, performance (IRR), need for rebalancing or TLHing etc.

There are spreadsheet scripts you can use to pull i-bond prizes from TD. Or, you can use Lakshmi to keep track of portfolio including i-bond prices (disclosure: I'm the author)

For years, I tried really hard to stop myself from checking my investment spreadsheet everyday, but nothing worked. I finally wrote a command line program that among other things, sends me an email with relevant details every month. I am happy to report that it has drastically cut down on my urge to check my portfolio every day.

You can specify an asset class mapping along with specifying an asset. For bond ETF, you can specify the asset mapping as "Bonds: 1.0" to map it to bonds. The example portfolio inside docs/ folder shows an example for how to do this.