Show HN: Paisa – Open-Source Personal Finance Manager

This page summarizes the projects mentioned and recommended in the original post on news.ycombinator.com

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  • paisa

    Paisa – Personal Finance Manager. https://paisa.fyi demo: https://demo.paisa.fyi

  • actual

    A local-first personal finance app

  • SurveyJS

    Open-Source JSON Form Builder to Create Dynamic Forms Right in Your App. With SurveyJS form UI libraries, you can build and style forms in a fully-integrated drag & drop form builder, render them in your JS app, and store form submission data in any backend, inc. PHP, ASP.NET Core, and Node.js.

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  • beancolage

    Prototype of a plaintext accounting environment using theia-ide, beancount, fava, and more...

  • Very cool! I was trying a different approach of packaging a vscode experience with beancount / fava built-in, but haven't had time to get quite as far as you: https://github.com/seltzered/beancolage

    Have you considered incorporating a split view of the ledger with the reports?

  • echarts

    Apache ECharts is a powerful, interactive charting and data visualization library for browser

  • I want to know where my money goes. I like to look at stacked-area (or column) charts of the categories of spending. To make this work I have some software I made ~20 years ago that does double-entry book-keeping. At the end of the month, I import statements from financial service providers (eg: Wells Fargo, Chase, PayPal, Stripe, etc). Lots of stuff is repeat purchases (eg: Shell Gas) and my software automatically categorises. Some transactions I have to categorise manually. Each category / vendor becomes an expense-account and my banks and CCs exist as assets and liabilities.

    Once the import and reconciliation is done I pull up a my column chart that shows where the money went -- and can compare over time -- see a full year of movement. I've been through various charting libraries with it and most recently moved to ECharts[0] -- so I'm planning to expand with Treemap and Sankey style visuals.

    The import process, which I do monthly takes maybe an hour. I'm importing from like 5 bank accounts, 3 payment processors, 4 CC providers. The part that takes the longest is signing into their slow sites, navigating past pop-up/interstitial, getting to their download page and waiting for it to download. Loads of these sites (WF, Chase) have been "modernised" and have some real bullshit UI/UX going on -- lags, no keyboard, elements jump around, forms can't remember state, ctrl+click won't open in a new page cause that damned link isn't actually a link but some nested monster of DIVs with 19 event listeners on each one -- and somehow still all wrong.

    I think the most-best feature would be to have some tool automatically get all my transactions from all these providers into one common format. Gimmee some JSON with like 10 commonly-named fields for the normal stuff and then 52 other BS fields that each provider likes to add (see a PayPal CSV for example). Does that exist and I just don't know?

    [0] https://echarts.apache.org/

  • plaid2qif

    Download financial transactions from Plaid as QIF files.

  • There is also the plaid api to gnucash [1], which should work with a lot more banks. Personally, I have not used any of these. My banks allow csv downloads, which works well enough for me. I wouldn't give my data to a 3rd party in any case.

    [1] https://github.com/ebridges/plaid2qif

  • debitum

    free and libre IOU tracker for Android

  • It's nice and has a lot of quite advanced features.

    If you want a simple app to track lent and borrows among friends and circle then try Debitum. But it's for Android only..

    https://github.com/marmo/debitum

  • bank2ledger-cli

  • I have a tool to easily convert bank csv's to ledger format https://github.com/muralisc/bank2ledger-cli

  • WorkOS

    The modern identity platform for B2B SaaS. The APIs are flexible and easy-to-use, supporting authentication, user identity, and complex enterprise features like SSO and SCIM provisioning.

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  • Playwright

    Playwright is a framework for Web Testing and Automation. It allows testing Chromium, Firefox and WebKit with a single API.

  • I don't know about a service that does this, but you might be able to script the website logins with https://playwright.dev/

  • ofxgo

    Golang library for querying and parsing OFX

  • Perhaps you can just use https://github.com/aclindsa/ofxgo - it seems to be a pretty good Go package (just eyeballing it, haven't use it).

  • bursar

    SimpleFIN + Google Sheets expense-tracking tool inspired by Mintable

  • One option I'd recommend for anyone working towards this is to use the SimpleFIN Bridge [0], which is basically an API wrapper around MX (a Plaid competitor) designed for personal use by the same people that make Budgeting with Buckets. Data security is definitely an issue, but I value having my transactions automatically imported more than I'm concerned about the risk of SimpleFIN being breached.

    I've personally used SimpleFIN to provide automatic imports in my own personal, kind-of selfhostable personal finance tool [1].

    [0] https://beta-bridge.simplefin.org/

    [1] https://github.com/avirut/bursar

  • reckon

    Flexibly import bank account CSV files into Ledger for command-line accounting

  • Reckon works well enough for me.

    https://github.com/cantino/reckon

  • YNAB4-64bit

    Conversion tool to get YNAB4 working on 64bit macOS (Catalina and later)

  • finance-dl

    Tools for automatically downloading/scraping personal financial data.

  • Fighting with Mint and categorizing Amazon purchases was what initially pushed me down the path into plain text accounting (PTA).

    I ended up long down the rabbit hole with auto-downloading Amazon orders (originally with https://github.com/jbms/finance-dl, but then my own custom scraping) and importing and matching them up with credit card transactions using beancount-import (https://github.com/jbms/beancount-import).

    This ultimately resulted in me spending a lot less on Amazon - to the point that now doing it manually wouldn't be too bad...

  • beancount-import

    Web UI for semi-automatically importing external data into beancount

  • Fighting with Mint and categorizing Amazon purchases was what initially pushed me down the path into plain text accounting (PTA).

    I ended up long down the rabbit hole with auto-downloading Amazon orders (originally with https://github.com/jbms/finance-dl, but then my own custom scraping) and importing and matching them up with credit card transactions using beancount-import (https://github.com/jbms/beancount-import).

    This ultimately resulted in me spending a lot less on Amazon - to the point that now doing it manually wouldn't be too bad...

  • InfluxDB

    Power Real-Time Data Analytics at Scale. Get real-time insights from all types of time series data with InfluxDB. Ingest, query, and analyze billions of data points in real-time with unbounded cardinality.

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NOTE: The number of mentions on this list indicates mentions on common posts plus user suggested alternatives. Hence, a higher number means a more popular project.

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