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by chrislloyd 2714 days ago
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

1 comments

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.