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by kailanb 1476 days ago
I recently discovered PocketSmith[0] which is not free nor open-source, but I have found it to be the easiest to keep up to date. It automatically pulls transactions from most banks and credit providers, which I've been unable to replicate with other solutions.

[0]: https://www.pocketsmith.com/

4 comments

Yeah I use them too. I keep meaning to set up Firefly III to try it but Pocketsmith _has_ been really good. For a period of time I had accounts in a couple of countries and it was one of the few tools which let me get a multi-currency view of all my finances across the globe. Highly recommend.
+1 on the Pocketsmith recommendation. I've tried several others (YNAB, Lunchmoney, etc.) and I've been using Pocketsmith consistently over the past three years. It has integrations with just about anything, has support for crypto, etc. and their support is top notch.
I wish this site was more clear about which banks exactly are supported by bank feeds. It seems right now like I have to buy the service before I know if I can even use the bank feeds feature.
It’s also one of the few that does a good job of forecasting balances.
To more accurately forecast a balance, why not just enter transactions with future dates and estimated amounts? Then a balance report with the same future date will be a good forecast.