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by neilv 1804 days ago
If you want to import banking data for tracking your personal finances or small business, there's also GnuCash, which you can run locally. https://gnucash.org/

I haven't used its online data-fetching features, but instead save manually save OFX and QFX files periodically from banking Web sites, and later import them into GnuCash (which includes transaction matchup features). I also use the statement reconciliation features.

I save all the OFX, QFX, and PDF files separately, in case I ever want to do something different with the data. (One of my financial services won't let you download transaction data older than 90 days, and most of my services won't let you download data or statements more than 1-2 years old.)

3 comments

Is there something similar to gnucash but with better UX?
If you're up to investing time in GnuCash, and tuning it to your needs, there's some nice UI/HCI details, though some is still rough.

But the GnuCash out-of-box UX definitely isn't contemporary tech industry polish nor style. (Though that heritage also means that GnuCash isn't selling out the user a dozen different ways like we tend to do in tech industry right now.)

(Examples of tuning GnuCash: I replaced the default account hierarchy with one I evolved, switched to displaying only leaf account names instead of the colon path ones, and color-coded the accounts to distinguish liquid/non-liquid/liabilities/receivables.)

Maybe https://skrooge.org/ perhaps?

There's also a big list of alternatives to GnuCash at https://alternativeto.net/software/gnucash/ which you can filter down by various tags (open source or not, operating system, etc).

I built uFincs (https://ufincs.com) basically because I got fed up with GnuCash's UX. It only supports importing CSVs right now, but I'm open to adding other formats. It's also a web app rather than a desktop app, but you're free try it out/use it without an account (https://ufincs.com/noaccount) and all of your data will just be kept in your browser.
I remember this from previous submission here. It looks amazing.
It looks good but I dont want to pay 120 per year, maybe 50-60.

There is also another risk that you have access to my name and my financial status :)

Thanks, it looks interesting, I will try it out
GnuCash's UX is great.
Is there any existing Free software project that aims to grab OFX files via banks' web interfaces? Obviously for banks that don't allow Direct Connect.
Thanks for mentioning GnuCash - it has a mature scheme backend.