You setup , accounts, goals, limits and everything in settings. Then use activity to add your transactions

Yes actually you can just click the edit icon near the account balance in account page to update the cash balance

It’s more about having the optionality to not be tied to a SaaS provider and trusting them with all your financial data and bank credentials. Having options to:

1– Install a piece of software and run it locally, no subscription, no cloud 2– Have to right to use a nicer app instead of a spreadsheet 3– not hand over your banking creds. Some banks will void your account insurance if you do 4– Reduce your exposure by not putting all your financial data on some startup’s servers.

It's also maybe more useful in the US where we're behind the times w.r.t. better APIs for accessing banking & investment data

Actual Budget uses SimpleFIN [1] in the US. The integration is pretty good. The big alternative is Plaid and I don't trust them at all. It's a shame we don't have a standard for electronic banking yet.

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

There is also teller.io i tried them for a side project and were pretty good, but I didn’t go to far

Yeah, it seems at certain points I need to add automatic syncing. The app already offers a way to extend things using plugins https://wealthfolio.app/addons.

Which plugin handles syncing?

For me this is a core piece of any money app. If an app doesn’t include syncing it’s not worth it. I have too many moving pieces to deal with CSV exports.

I actually wrote a manifest about it :) https://wealthfolio.app/blog/wealthfolio-manifesto/

You can search by company name. For manual pricing, click on an added manual holding, then there is a tab "Quotes" in the top right to view and edit the prices.

You can click on the holding, go the Quotes table and add a date, close price

The app support mapping profiles. I hope we will have a profile for each major broker.

I'm also experimenting with local llm models to parse files and statement and call the app tools to feed data.

Neat! Thank you. That’s really the killer feature for this imo.

In a year when I consolidated a bunch of accounts, I’ve found essentially no program regardless of off or online that’s able to build a global view.

It’s a pretty classic data problem—-heterogeneous data sources, entity resolution, etc. Should be amenable to a ml solution.

This doesn't appear to be documented...

https://www.google.com/search?q=site%3Awealthfolio.app+map+p...

Would be happy to contribute profiles.

Would you actually pay for that as add-on? Plaid isn’t free.

No, the ability to import is table stakes for me. I'm not manually entering transactions or trades. Simply providing an API key for me and vibe coding a client to pull is all that's needed.

Self-hosted doesn't have to mean free. I think an option to enable syncing with your own Plaid key (that you manage and pay for yourself) would be great.

I would just add the option to add your own Plaid key or do manual imports.

i would happily pay. i already pay for monarch.

Also it’s more about having the optionality. There are tons of cloud-based and connected SaaS trackers out there, but very few local ones. Having options to:

– Install a piece of software and run it locally, no subscription, no cloud – Have to right to use a nicer app instead of a spreadsheet – not hand over your banking creds. Some banks will void your account insurance if you do – Reduce your exposure by not putting all your financial data on some startup’s servers