application VS ledger-obsidian

You could use Budget with Buckets. It's free to use, but you can get a license too. Downside: it doesn't have an app (well, it does, but it's read only and sucks big time).

I use buckets https://www.budgetwithbuckets.com/

I track my balances across various sources, updating once a month. I also set my outgoings.

Funnily enough I don't really use the buckets feature too much, simply the graph over time of savings, and ability to set goals / monthly costs for review is enough.

Right now I'm testing software called Buckets, and I am liking it so far. It's a one-time payment, and the dev seems pretty cool by offering an extremely generous demo. It's kind of a hybrid between manual and automatic, with some macro import options and statement import options that can be helpful. It also has the option to import financial data automatically using SimpleFin for only a fraction of the monthly price of YNAB and Aspire. So far I'm really liking it.

Buckets - I just started to look at this app. It is very basic from what I have seen so far. And while writing this I learned the iOS app is a closed beta. Unlimited FREE trial until you determine it works for you. After that, there is a one-time fee of $49. In September the price is going up to $64.

You might look into budget with buckets

I haven't used it, but the team (person?) that makes [Buckets](https://www.budgetwithbuckets.com) makes [SimpleFIN](https://www.simplefin.org), which seems like it exposes exactly what you want: simple transaction data from arbitrary banks.

Plaid offers [transactions APIs](https://plaid.com/products/transactions/), but I guess to your point these APIs are geared towards fintech companies, not personal use.

I’ve been happy with Budget with Buckets as a YNAB alternative - https://www.budgetwithbuckets.com/

I can add https://github.com/tgrosinger/ledger-obsidian to the list, which was very close to what I was looking for but in the end didn't fit my workflow

It's that time of the year when I see if I could replace my existing Notion-setup completely with Obsidian. Am currently tackling expense tracking, and Obsidian has a plugin just for this: Obsidian Ledger. Now, problem is that adding entries to the ledger while on the go is tedious, as the quick entry does not work properly on the mobile. So I would like to build a shortcut to handle this. And I have one built, where it asks for the expense name, amount, expense account and asset account. It takes each of those entires, adds current date, and then it should append all of that to the end of the transactions.ledger-file in my Obsidian Vault. Sounds simple enough. But what would be the best way to to that last step?

GitHub Repo/Demo: https://github.com/tgrosinger/ledger-obsidian