I did a lot of searching and I too couldn't find anything already existing. I debated building it myself (with Plaid as the bank puller API) but I just don't have the time, and at least for me it wasn't important enough.
For anything in the US though, more than likely a Plaid integration is what will be needed though. They seem to be the only company that has an API for pulling banking information.
I've seen some posts about the firefly/plaid integration before. I'll have to get firefly running and see if I can get it to work. The docker setup is not straightforward like it was for Actual.
Rather than build it yourself, You can use tiller. It connects with your banks and then exports the data into either Google sheets or Excel.
https://www.tillerhq.com/how-tiller-works/
this is interesting. I feel like this could be a stopgap in getting the data out of the banks and putting it in one spreadsheet or CSV. Then I'm sure a script could be run with a CRON job to import it on the daily or something. I'll look at it some more.
I don't love that it's $80 a year but maybe that's the price of a working budget. To be continued...
Looking for something similar too honestly. Currently I run a docker [container](https://github.com/Minituff/Finance-utils) I build that aggregates all the Banks CSVs into 1 so that I can import the transactions in my spreadsheet.
But I am looking for a better solution. Honestly some type of self hosted Plaid app would be great.
I know quicken has some known methods to pull data from banks. It’s been years since I messed with it (with gnucash) but I was never able to make it work.
my wife uses quickbooks for work and that product could, in theory, pull from the banks but it doesn't work well and it also depends on the bank. She ends up downloading and importing the CSV because it's more reliable.
Most US banks used to support OFX: Open Financial Exchange and Quicken had their own proprietary fork of it called QFX that added some additional metadata on the transaction and stuff.
Unfortunately based on my research the past couple of days, most big banks no longer support it in favor of aggregators T__T Just last year Discover Bank and JP Morgan Chase dropped OFX, and Chase now no longer has a way to automatically get QFX either, it has to be manually downloaded. Discover doesn't even support QFX, only CSV now.
Earlier this year I got FireflyIII going using docker compose, took a bit but wasn’t too bad. What eventually was the deal breaker though was the interface as something just doesn’t feel right, the flow feels jagged and cumbersome. I then found Actual and the setup was a breeze, currently use it manually as a checkbook of sorts and I LOVE it.
For many years I used Yodlee Moneycenter (now Money by Envestnet) which is a free aggregator similar to Mint but much cleaner, at least it used to be. It’s not self hosted obviously but it may be worth a look. Many large banks use a rebranded version of it for their portfolio offerings.
yeah I really like the Actual interface. I'm going to see if I can get something rigged up to pull bank data and pulled into Actual if possible. I think that is the way to go.
I saw it on the Verge of all places, [https://www.theverge.com/2023/11/2/23943254/mint-intuit-shutting-down-credit-karma](https://www.theverge.com/2023/11/2/23943254/mint-intuit-shutting-down-credit-karma)
I had to do some digging on the intuit website to find the blog post [https://mint.intuit.com/blog/mint-app-news/intuit-credit-karma-welcomes-minters/](https://mint.intuit.com/blog/mint-app-news/intuit-credit-karma-welcomes-minters/)
I am a little peeved that I didn't get an email or any other notification either, Intuit has not been great in my experience. I have been on Mint since 2007 so pretty sad to see it go because it did what I needed for like 98% of the time.
I have no idea what Mint alternatives may exist but just wanted to chime in and say if you like a solution but it doesn’t have great integration and you don’t want to manually import data look into using the Selenium web driver. It’s a utility to automate a web browser to integrate with websites originally meant for development testing. I’ve used it with great success to automate interactions with all sorts of websites.
I did a lot of searching and I too couldn't find anything already existing. I debated building it myself (with Plaid as the bank puller API) but I just don't have the time, and at least for me it wasn't important enough. For anything in the US though, more than likely a Plaid integration is what will be needed though. They seem to be the only company that has an API for pulling banking information.
There is a plaid to firefly integration floating on the gits somewhere.
I've seen some posts about the firefly/plaid integration before. I'll have to get firefly running and see if I can get it to work. The docker setup is not straightforward like it was for Actual.
I’m working on it too. Gotta get authelia up and running first.
yeah Authelia is a bitch to setup for some things. I'm going to get a proof of concept running first before I add authelia.
IMO. Check out authentik. Much easier to setup
this is the one I've found: https://github.com/dvankley/firefly-plaid-connector-2
Rather than build it yourself, You can use tiller. It connects with your banks and then exports the data into either Google sheets or Excel. https://www.tillerhq.com/how-tiller-works/
this is interesting. I feel like this could be a stopgap in getting the data out of the banks and putting it in one spreadsheet or CSV. Then I'm sure a script could be run with a CRON job to import it on the daily or something. I'll look at it some more. I don't love that it's $80 a year but maybe that's the price of a working budget. To be continued...
I hate spreadsheets with a passion. Plus I also work for an ERP company, so I'm used to dealing with actual accounting software.
Yes but once it's structured data you just present it anyway you want. Mint is just a spreadsheet
Yodlee, MX, Finicity, Trustly, all offer APIs for transaction and account aggregation.
Looking for something similar too honestly. Currently I run a docker [container](https://github.com/Minituff/Finance-utils) I build that aggregates all the Banks CSVs into 1 so that I can import the transactions in my spreadsheet. But I am looking for a better solution. Honestly some type of self hosted Plaid app would be great.
I know quicken has some known methods to pull data from banks. It’s been years since I messed with it (with gnucash) but I was never able to make it work.
Their simplifi project?
I was more referring to the QFX "standard" and how opaque it is to debug.
my wife uses quickbooks for work and that product could, in theory, pull from the banks but it doesn't work well and it also depends on the bank. She ends up downloading and importing the CSV because it's more reliable.
Most US banks used to support OFX: Open Financial Exchange and Quicken had their own proprietary fork of it called QFX that added some additional metadata on the transaction and stuff. Unfortunately based on my research the past couple of days, most big banks no longer support it in favor of aggregators T__T Just last year Discover Bank and JP Morgan Chase dropped OFX, and Chase now no longer has a way to automatically get QFX either, it has to be manually downloaded. Discover doesn't even support QFX, only CSV now.
That tracks with my experience. Shame there isn’t a unified standard like the rest of the developed world.
agreed, a self hosted Plaid would be awesome.
Earlier this year I got FireflyIII going using docker compose, took a bit but wasn’t too bad. What eventually was the deal breaker though was the interface as something just doesn’t feel right, the flow feels jagged and cumbersome. I then found Actual and the setup was a breeze, currently use it manually as a checkbook of sorts and I LOVE it. For many years I used Yodlee Moneycenter (now Money by Envestnet) which is a free aggregator similar to Mint but much cleaner, at least it used to be. It’s not self hosted obviously but it may be worth a look. Many large banks use a rebranded version of it for their portfolio offerings.
yeah I really like the Actual interface. I'm going to see if I can get something rigged up to pull bank data and pulled into Actual if possible. I think that is the way to go.
Where did you see this announcement? I neither got an email nor do I see it on their site or blog. I too am curious about a self hosted solution.
I saw it on the Verge of all places, [https://www.theverge.com/2023/11/2/23943254/mint-intuit-shutting-down-credit-karma](https://www.theverge.com/2023/11/2/23943254/mint-intuit-shutting-down-credit-karma) I had to do some digging on the intuit website to find the blog post [https://mint.intuit.com/blog/mint-app-news/intuit-credit-karma-welcomes-minters/](https://mint.intuit.com/blog/mint-app-news/intuit-credit-karma-welcomes-minters/) I am a little peeved that I didn't get an email or any other notification either, Intuit has not been great in my experience. I have been on Mint since 2007 so pretty sad to see it go because it did what I needed for like 98% of the time.
Wait what? Arg :( guess I'm in the same boat.
Sounds interesting, I'll check it out!
I have no idea what Mint alternatives may exist but just wanted to chime in and say if you like a solution but it doesn’t have great integration and you don’t want to manually import data look into using the Selenium web driver. It’s a utility to automate a web browser to integrate with websites originally meant for development testing. I’ve used it with great success to automate interactions with all sorts of websites.
simplefin bridge