[iamzenitraM]

If you want more data that what you can probably get from Google Sheets easily, an alternative could be modifying this script to make it output a Beancount[0]-formatted ledger text file. The format is pretty readable plain-text (and so you could store it on Git to track changes easily) and you can generate nice reports out of it with the Beancount CLIs and a web interface with Fava[1]. Also adds another additional level of self-hosted :)

Also Beancount has some nice support for implementing importer scripts inside it if need be, although I haven't played with those yet.

[0] http://furius.ca/beancount/ [1] https://beancount.github.io/fava/

[chrislloyd]

I highly recommend Beancount and Ledger-likes[0] too. Mint-style net-worth trackers have limited usefulness. Once you have visibility into your assets, you'll likely want to take more active management of them. Modelling that with spreadsheets is possible but can become complicated quickly and you'll likely end up re-inventing a lot of established accounting practices. A disclaimer: Ledger-like systems are described as whole "all bran" of personal finance - there's steep learning curve but once you get through that you'll have a powerful, life-long tool.

[0] https://plaintextaccounting.org

[ryanmarsh]

Are you able to find book keepers and CPA's who can deal with this easily? How do you sync data with them and control access? I have a contractor that helps me with invoicing, a book keeper, a CPA, and a partner. Not sure how this would work.

[seltzered_]

Yep, fava is a very nice base for viewing finances. Currently trying to see how to extend it further for custom reports, though just using its custom links feature can go a decent way.

Also, have heard of some folks using services like tillerhq.com then exporting to a plaintextaccounting tool to presumably help with dealing with messy data that comes from financial institutions. I just download and parse the csvs, using a mix of browser bookmarks and katalon scripts to aid in the process.

Personally think the goal isn’t to have a mint-like experience of constant updates, but to have a habit where you sit down once a month, update things and go through a checklist of actions / write down improvements.