Looking for a self hosted accounting style app that has bank transaction -> webhook feature

This page summarizes the projects mentioned and recommended in the original post on /r/selfhosted

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.
surveyjs.io
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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.
www.influxdata.com
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  • quickstart

    Get up and running with Plaid Link and the API in minutes (by plaid)

  • I was able to get the Plaid API working with n8n an hour or go. I am going to build off of it to create exactly what I need. I used https://github.com/plaid/quickstart to spin up a sample app, login, link my account and get my access token. Then I can take that access token and include it in a HTTP post request to the Plaid API's get transactions endpoint. I can select transactions from a certain date range (today) as well as account balances and run it on a cron job once per day. Each transaction has a transactionId which will help me avoid duplicates. I can then push this info into Google Sheets, Notion, a database or wherever. If I use Google Sheets I can add graphs or link it to Google Data Studio and build a dashboard showing exactly what I need. Yes, it is more steps than using some existing application but the flexibility to create exactly what I need is worth it for me. I am not far enough yet to say if there will be any hiccups or not, but so far it is looking like clear skies ahead.

  • 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.

    SurveyJS logo
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