My ideal personal accounting system would
- support double-entry accounting, with budgeting, reports, and charts
- have an open architecture with
- an SQL back-end
- a flat-file serialization of the data suitable for use with version control
- integrate with the Web, both
- allowing access from any machine with a web browser
- syncing with banking web sites
| System | Start | Stop | Double-Entry | Open | SQL | Web UI | Bank/Card Sync |
|---|---|---|---|---|---|---|---|
| Sheetsync | 2023- | NO | Web API | NO | yes | yes | |
| LunchMoney | 2021- | NO | Web API | NO | yes | yes | |
| GnuCash | 2010-06 | yes | yes | yes | NO | some | |
| Mint | 2011? | 2012-02 | NO | NO* | NO | yes | yes |
| Quicken | 1990 | 2010-06 | yes | NO | no | no | some |
| EXP BASIC09 | 1986-09 | 1987-03 | yes | yes | no | no | no |
- 2023-08: f72e789 * fix(amazonSync)!: use azad since Amazon ended history reports
- 2023-03: b3bcc51 * feat(GnuCash DB): balanceSheet, incomeStatement queries
- 2023-03: 2c4757f * feat(sync26): edit Sheetsync txs using a sheet of rules
- 2023-02: 79787ca * feat(sync26): Load Trade Accounting from CSV attachments
- 2023-02: 3c800f4 * feat: push GnuCash tx ids, pull Sheetsync categories
- 2023-02: f8dc9ab * feat: Google Sheets API authentication
- 2023-02: 659f181 * feat(GnuCash DB): accounts as Sheetsync categories: code, Category, Group, Type
- 2023-02: f78f1ab * feat: lookup Amazon orders/items for Sheetsync
- 2023-02: 150c389 * style: Agoric JS style (following AirBnB)
- 2023-02: 106517f * trade accounting from staketax, osmosis, coinbase via google sheets
- 2022-11: 4aaa5b4 * sync lunchmoney, GnuCash using vanilla localStorage UI, GET/PATCH back-end
- 2022-11: 2c8e875 * write lunchmoney transactions in OFX format
- 2022-10: 0238e9d * sync venmo email receipts, lunchmoney, gnucash via Google Sheets
- 2022-10: bb3fd06 * move to line-delimited JSON for flat-file serialization
pipx install sqlite-diffable- https://github.com/simonw/sqlite-diffable 9a6d64d Aug 18 2022
- 2022-08: 321a09e * watch downloads; fix dates on statements etc.
- 2022-01: 461c01c * ingest balance sheet report
- 2021-09: sync with LunchMoney: 86cda00 thru 49e7a75
- LunchMoney is delightful in a lot of ways, but it's not good enough to replace GnuCash yet. And while syncing between the two seems feasible in theory, I have yet to manage in practice.
- 2021-10: 6c95342: feat: fetch anchor protocol history
- 2021-09: 03f4c9d * feat: coinbase card to CSV for lunch money
- 2021-04: 2f551fe * feat: fetch cosmos account history
- 2021-03: f8e7a0b * feat(coinbase): fetch accounts and transactions
- 2021-02: 3c70ba7 * feat(etherscan): download ERC20 transactions to DB
- 2021-02: 80633bd * style(brcal): agoric js style
- 2020-11: 120f493 * brcal - budget review calendar sync
- 2021-01: fbf5194 * unifetch: fetch position, transaction data using uniswap graphql
- 2020-11: a0642ca * brscript: sync budget review calendar using Google Apps Script
- 2017-12: College Expense Tracking in BASIC09
- 2016-2018: Capper Web UI for GnuCash DB
- 2017-09 40cc1d2 * expose desktop presense, secret service as capper app
- 2016-12 08f3c7a * simple: offline conversion from JSON to OFX
- 2016-02: 5dc7ec4 * account balances react to database transactions
- 2016-01-30 62bb854 * bootstrap style for budget UI
- 2016-01-17 394abdc * login with username, challenge question, and password page (WebDriver / Nightmare)
- 2016-01: 5fcde6f * use node.js
require.mainidiom (a la python's__main__) - 2016-01: 1196a44 * budget.js: flow type annotations
- 2012-05: 2678623 * OFX to ElementTree works in 1 case
- 2012-04: a1b1e41 * toward web app access to gnucash db: pyramid alchemy scaffold
- GnuCash 2.4.10 supports SQL
- 2009-05: Expense reporting with Android, GnuCash, and IRS.gov
- 2006-03: Getting my Personal Finance data back with hCalendar and hCard
- trxht -- format personal finance transactions as hCalendar