Up to now I enter receipts by hand into a spreadsheet and cross-reference everything to my bank statements. Is there a Linux program that’ll let me download a bank statement and then intelligently categorize different entries on my bank statement? Or allow me to manually categorize entries? No spyware or intrusive software.

  • saigot@lemmy.ca
    link
    fedilink
    arrow-up
    5
    ·
    edit-2
    6 days ago

    I use Buckets . It’s a small 1 person freeware, dev asks for a 30 dollar one time donation but it isn’t mandatory. It’s based on the software and idealogy of ynab which enshittified several years ago. The learning resources of ynab should be mostly compatible but I haven’t looked at it in a while.

    It interopts with simplefin, an open source tool that reads your bank transactions and gives read only access to buckets. It costs 10dollars per year to use their servers. It creates some annoying quirks that is mostly the fault of my bank but its passable. The app can also take csv files if you would prefer (which most banks allow you to export).