I’m using the good ol’ Excel spreadsheet to track expenses, income, NW, etc. Are there any other tools or apps that you guys found useful?
Also shoutout to my fellow spreadsheet power users 😎
I use Tiller to track my transactions, and a separate sheet for my projections. It seems to work pretty well.
Money Manager on Android, with PC manager to be able to export to excel and with dashboard.
5 years worth of data. It’s so much useful
For any fans of open-source software out there, I use beancount which I’ve found to be perfect for my needs. I didn’t know much about double-entry bookkeeping when I started using it, but the documentation was very extensive and I learned a lot in the process of picking it up.
There are a whole collection of plugins and other resources which fit into the tool which help too, like fava which can generate webpages like this based off your data. Beancount is not the only plain text accounting tool, you can find lots of examples here.
Mint.
GnuCash https://www.gnucash.org/
I used to use spreadsheets for budgeting but recently switched to selfhosting Actual.
For FIRE numbers (investments, spending, etc.), I built my own site that tracks everything:
Neat — do you manually input data or do you have some kind of scraping set up to feed it? Why a custom site vs pure spreadsheets?
I have it automating as much as I can - fund prices, crypto holdings and prices. Technically, anything it’s doing can be done in a spreadsheet, but some of the more complicated stuff (like accessing other sites) is significantly easier and more stable here.
Also does some cool things like the blurring when I want to share a screenshot, calculating what part of my spending is covered by my assets, tracking historical data, etc. Pie charts where I can exclude data points with a click. Includes/excludes data points based on settings.
