Comment by sakopov

Comment by sakopov a day ago

7 replies

This looks great and it's nice to see development in this space! However, the "big box" alternatives for this which keep your accounts in sync are really cheap (I think I renewed my annual Quicken Simplify for $40) and, for the most part, "just work." So, I personally wouldn't want to switch to anything self-hosted unless it provided automated syncing. I'd actually be all over this if it did especially having a way to extend things with plugins.

conqrr a day ago

This is the 'problem' I need solved as well. Sync across multiple Financial institutions is a nightmare. If the CSV import can be automated with some Plaid/simplefin bridge that's reliable, I think it would be a nobrainer for a large group of us to selfhost instead.

  • skeeter2020 a day ago

    honest question: if you're using something like Plaid that means essentially "here's my admin credentials" are you really self hosting?

    • conqrr 19 hours ago

      It's still limited to just one party, that's heavily regulated for compliance. Not perfect, but a step better than exposing to apps that can have bigger surface area of exposure.

a-fadil a day ago

Yeah, it seems at certain points I need to add automatic syncing. The app already offers a way to extend things using plugins https://wealthfolio.app/addons.

  • bix6 a day ago

    Which plugin handles syncing?

    For me this is a core piece of any money app. If an app doesn’t include syncing it’s not worth it. I have too many moving pieces to deal with CSV exports.

BrenBarn a day ago

Automated transaction download is the killer feature. Unfortunately it depends on banks providing a way to do it.