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Joined 6 months ago
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Cake day: August 7th, 2024

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  • I read about ActualBudget and although it’s not the most useful thing for me (I only have one bank account and my finances are about as simple as you can get), I spun up a docker container for it anyway out of curiosity. It allows you to categorise all your transactions and set up rules with simple name matches and even regex for more advanced matching. It took me a couple of hours to create all my rules but future transactions should now be categorised automatically. There’s also a tab where you can setup charts and graphs to see visually how much you’ve spent on certain categories in the last X days and so on.

    It might be overkill for what you’re looking for, but you might find it useful or just nice to have for other reasons, and it certainly should cover your use case.