Comments (3)
tried gnucash mobile... nope.
- account import: no, not csv
- transaction export: desktop got confused about accounts. sigh.
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yay! https://github.com/rotki/rotki
p.s. no, rotki is not the answer. why was that again? IOU
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Lunch Money: really nice, but not double-entry accounting
After several months of work, I'm trying out one of these DeFi savings accounts (Anchor). To get there, I had to move some assets across chains. Now I have yet another source of transactions in my history, so I'm in the market for a better portfolio tracker.
Among the 7 Best Crypto Portfolio Trackers for 2021 (Tried & Tested) is Lunch Money | Delightfully simple personal finance & budgeting. That budgeting thing tracks crypto too? So I kicked the tires:
pros:
- total net worth summary
- multi-user access (sort of a "duh" feature in the modern web era, but gnucash still doesn't support it)
- smooth sync'd accounts
- its plaid sync works with my local bank (which I struggled with: #3), plus everything else I tried, including a retirement account
- rules and recurring transactions strike a nice balance between manual drugery and AI mystery
- CSV import
- developer API
- crypto exchange integration - balances, anyway
cons:
- couldn't find a way to manually enter crypto transactions
- couldn't find a way to represent buying crypto with fiat
- no crypto transaction history. just balances
- no running balances in general
- not a double-entry accounting system. Money can just appear and disappear
It's probably pretty good for family finances. Better than gnucash for all but my closet-librarian habits. I may use it for most family finances stuff and sync with gnucash for double-entry accounting.
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Related Issues (17)
- drill-down charts / reports
- README missing current work: sync uniswap, coinbase, cosmos, lunch money HOT 1
- update clause, views broken due to JSON compare HOT 1
- on download, import action for amazon, bank, ... HOT 2
- use calendar for transaction review? HOT 6
- migrate gnucash db from mysql to sqlite via CSV HOT 7
- coinbase: scrape transaction history HOT 1
- update BLD price in GnuCash from coingecko etc.
- convert tsv quicken reports to json lines with invisible XML HOT 1
- PWA: Search transactions etc. HOT 1
- migrate finquick to git / github?
- loading venmo receipts uses many slow operations
- copy and paste for finquick
- GnuCash + guile actors for personal finance automation? HOT 1
- cosmos account history HOT 2
- subsume quacken repo
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