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by brutal_boi 649 days ago
For that very reason I tried selfhosting Actual Finance[1] but it is more of a budgeting app than a networth tracking app.

I ended up coding a small exporter[2] since I already had some stack in place that queries SimpleFI[3], which essentially allows querying balance and transaction information for most US-based banks (read only); most similar to plaid but a lot more developer-friendly afaik.

[1] https://actualbudget.com/

[2] https://github.com/eduser25/simplefin-bridge-exporter

[3] https://beta-bridge.simplefin.org/

1 comments

Do you have any experience with plaid to compare it to simplefin by any chance? I started a similar project with plaid before, but haven't really gone back to it since dev accounts became a lot more limited.
I could not find a way to make or enroll as a dev in plaid; that was a while ago tho.

SimpleFIN on the other hand seems to be pretty good for dev work; plus very responsive in terms of questions and requests. Can only speak good of them.

Thanks! I don't remember the exact steps, but I remember it being a PITA to sign up for plaid. I managed to get a dev account before realizing you can't use most banks without going through a more thorough verification/approval process. To do that, you have to (I think) have a paid account.

SimpleFIN looks pretty.. simple, at least from a glance. When I get time, I'll actually give it a shot.