I’ve been really lazy with keeping track of my money over the last few years. I still use personal capital (now empower)'s dashboard, but it’s not self-hosted and they can be pretty aggressive with their marketing. Previously, I was using Beancount [https://github.com/beancount/beancount] + Fava [https://github.com/beancount/fava] to track all of my money, including investments. Every time I think about updating my ledger and importing the last several years of transactions, it just feels overwhelming and I put it off again. I’m still a fan of plain-text-accounting [https://plaintextaccounting.org/], but importing a large number of transactions always feels cumbersome. I tried Firefly-III [https://www.firefly-iii.org/] briefly, but it didn’t support investment tracking. I also saw Ghostfolio [https://ghostfol.io/] for the investment side, but haven’t tried it yet and it seems to only do investments. My wishlist of features is below, are there any self-hosted/oss finance apps that would meet most of these? - self-hosted - import via csv at minimum, ideally support for yodly/plaid/some other bank syncing api - support for regular accounts (checking/savings), credit cards, and investment accounts (stocks, 401k, etc) - misc. asset tracking like for a car or house - mobile app or mobile-friendly web view - local llm support for categorizing transactions and fixing merchant semi-automatically - multi-user support - not required, but it’d be nice if my partner and I can use the same app but still have our own private accounts too - tags or some other way to group expenses together (like all expenses related to a trip) - good reporting - bonus: support for custom reports/calculations like “If i retired next year, how much money would I have per month?” Alternatively, what do you all use for this type of thing?