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finance management software suggestions (lemmy.thewooskeys.com)

submitted 1 day ago by mike_wooskey@lemmy.thewooskeys.com to c/foss@beehaw.org

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I used to use Quicken long ago but have been using Moneydance for many years to manage my personal finances. But Moneydance is propietary software and I prefer FOSS now. What's your preferred finance management software?

Thing I need it to do:

manage different accounts (common types are banks, credit cards, loans, assets)
have basic reporting (e.g., categorized expenses per time period)
preferably uses tags
export or copy reports or data - could be excel or csv or something that can be pasted or imported into spreadsheets
self-hostable with a web app

I'm not a fan of software that's budget-focused. I don't mind it having some budgeting functionality, but I don't want opinionated software to force me to manage my money a certain way. I just want felxible software to help me manage my software how I want to manage it.

I'm wary of source-available/freemium/dual-licensed/open-core licenses. It can't hurt to suggest such apps if you like them and I'll take a look, but I think it's not likely that I'll buy into that philosophy.

So what software do you use and like?

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[–] mike_wooskey@lemmy.thewooskeys.com 2 points 1 day ago

Oh crap - I forgot an important need: it has to be able to import my existing data (decades!) which Moneydance can export to QIF, tab delimited, or JSON.