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Firefly[1][2] is also a really useful personal finance app.

It's more akin to a self-hosted version of Mint. Combined with the Plaid connector[3], I find it the easiest to use for my workflow. And despite the instructions, you don't need a paid dev account. The free Plaid account will let you access up to 100 live financial institutions.

[1] https://github.com/firefly-iii/firefly-iii

[2] Live demo: https://demo.firefly-iii.org/

[3] https://gitlab.com/GeorgeHahn/firefly-plaid-connector




I've used mmex for years and it's been not so stable recently so I gave firefly a try.

There were too many simple use cases that could not be done simply, compared to mmex.

One example is credit card partial chargeback/refunds. The dev suggested to edit the initial charge and substract the refunded amount. I dont want to do that. I like to keep a 1:1 mapping of transactions.

Also income vs expense accounts, instead of payees. If Amazon refunds me partially (let's say $10 from a $100 purchase) it now creates an Amazon income account with $10. I had an Amazon expense account of $100. Both accounts are not linked in any way and it's impossible to know your Amazon balance ($90).

I buy a lot of stuff for my girlfriend and she pays me back around the end of the month. Keeping track of her balance is not possible with Firefly.

A few other things were not working properly or at all.

Dev is very nice and active but I doubt he has any accounting background. Firefly turned out to me as a prettified excel sheet, not a double entry book keeping.


I use this too. Maybe I like the beancount more, but having my finances available on the web to share with my so is valuable. Too many told are meant for one pers,on and don't support modern ideas like tagging.


The multi-user aspect is super handy.

It's also nifty that it exposes pretty much all of the functionality via a REST API, complete with the ability to manage OAuth clients/tokens. Not something I expected to really leverage, but have been surprised how frequently it's come in handy.


Have you tried fava recently? A web interface for beancount. Its become very powerful in the past year or so, allows editing etc too.


Thanks for sharing this - this is exactly what I've been looking for.

How are their tagging/categorization abilities?




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