But I don't think I'm willing to give up fully automated data refreshes at this point. I have too many accounts to track.

Here are some other ones I've tried and used in the past:

https://copilot.money

https://lunchmoney.app

https://ynab.com

https://beancount.io

https://hledger.org

Why is there not an aggregation service that literally lets me go directly to my financial institutions to pull down my data and put it into whatever I want? A Plaid, Finicity, Yodlee, MX for the user, not the mass-traffic developer?

I guess, like price engines and free hosting, the business model isn't there to support a thing that just helps folks.

[0] https://actualbudget.org/

* https://wealthfolio.app/docs/guide/goals/

Neat: RRSPs are Canadian, so not necessarily US-only.

This is unfortunately going to be the deal breaker for wide adoption. Self hosting is great, but manually importing data from dozens of accounts every day and entering every single transaction as you make it is simply too much of a burden.

Just downloaded it on Windows 10, but unfortunately the modals (add account etc) aren't scrollable and cutoff the bottom of my screen, making them pretty much unusable (can't submit!)

Can it do that for Mutual funds in like retirement accounts?

Context: I want to implement my own portfolio using some weights on a basket of ETFs. The ETFs are selected by country/geography(e.g. ex-US or US or world) and then type(small, mid, large) and then finally by income strategy(growth, value, fixed, defined outcome etc) based on expected returns.

I currently do a quarterly financial review. I document the balances from all of my accounts.

In addition to buy/sell/deposit/withdrawl, could Wealthfolio have an option to just add a balance. I suppose In the meantime, I'll make do with deposits and withdrawals.

Last, could you make it a little easier to find to donate button? Or possible at all? Now that I have the app open, I can't find where to send a one time payment.

Then combine them and break them down by country/geography(e.g. ex-US or US or world) and then type(small, mid, large) and then finally by income strategy(growth, value, fixed, defined outcome etc)

my bank includes transactions that are yet not final (preliminary transaction where currency conversion still isn't final). these rows change both in both the title and the amount, but i can do some guessing on how a row updates.

however: when i import my transaction a couple days later again, i need to manually keep track and remove preliminary transactions (now removed from my bank's export).

related: when i imported a CSV into YNAB, i would have to manually keep track of updated entries and remove those. with some code and state handling, i could figure out which rows no longer existed – but i couldn't remove them with the import function.

i ended up abandoning YNAB's CSV import and use their API to remove transactions... but it would have been much simpler if the CSV import could just have removed certain rows from the get-go.

(while i don't think this acts as a budget, it think others will run into similar issues as i have when it comes to importing CSV files)

Others have mentioned in the thread that the lack of account integration might be a problem.

Plaid has been mentioned as a potential service, are there other recommendations?

If I find time I could try to write a plugin over a few weekends.

lots of features, has been around for some time

It might also be useful to adjust for inflation going backwards, e.g. everything shows in 2025 dollars.

Given the permissions you expose, it looks like it is possible to write a plugin to get account activities from something like Plaid so I don't need to keep importing - am I understanding correctly?

Wealthfolio looks very neat too.

Show HN: Wealthfolio: Private, open-source investment tracker - https://news.ycombinator.com/item?id=41465735 - Sept 2024 (263 comments)

Does it do something like custom positions? Like if I wanted to wrap my polymarket positions into there, could I hack that together?

Does this support kinda-specific stuff like those german FinTs and EBICS?

As others have mentioned, adding account integrations will make this much easier to use.

I would also love to hear more of your story, and motivations around this project.

In the space of local-first finance apps, I've really enjoyed Actual Budget (as have many, based on what I'm seeing in other comments). I'll check out Wealthfolio but like @dw_arthur I'm concerned about looking at investments too much / too often. I try to invest based on personal experience / value and always go long. I use off-budget accounts in Actual to track investments/illiquid value changes and update them every 6mo-1yr. I'm sure a spreadsheet would work fine for this as well. But for someone who moves investments more frequently, Wealthfolio looks awesome.

For managing my life's data, this golden combination is always going to win: app that works well | full/local control of data | sane FOSS project governance | software license mitigates enshittification (e.g. AGPLv3)

Best of luck, and thank you for keeping it open source (:

Without that onboarding the tool becomes a headache and what I already have is good enough. YNAB is also a very good reference of where to go next in the budgeting sense. That has a real use case and also opportunity for solving many users needs.

Good luck I can see it's a great piece of software, but as trading is my fulltime job I have far too many trades and without an auto-importer it wont work for me.

Looks really cool, great job.

I think without sync with financial institutions it's going to be hard to grow a userbase.

But this is very cool software!

P.S.: I ctrl+f "encrypt" on your home page and no hits. It's banking / budget / money software, there should be a hit.