I used GnuCash for a few years too, then switched to something else because:
1) I couldn't make transaction importing work for the statements that I want
2) I couldn't get to the report that igpay got (this was many years back) for some reason, I also wanted more custom reports and it seemed really complicated to create one
3) I wanted a tool that was more malleable. Although GnuCash is completely open source, the codebase does not look too approachable for me
After trying a few other approaches (including spreadsheets), I settled with Ledger CLI. I also built importing tools over 3 years of coding on weekends and finally got a complete set of features and financial institutions that I want :) Started with the reporting / analytics part recently... You can check it out here:
Same here, I tried the data entry way (telling myself that the friction encourages thinking more before spending). It lasted about 2 years before I started creating import helpers to get transactions from my current accounts and etc.
Now, I put together some JS to create custom import helpers that adapts to different bank formats. Unsurprisingly, banks doesn't seem to want to converge/adopt a standard on transaction exports still (like a simple standard on the CSV will do), despite all the hype about open banking and such. Step by step?
I have some libraries that I reuse to create these custom helpers documented here:
I have similar requirements, except I wanted something on my laptop (well, I could self-host locally too). After about 10 years or so with GnuCash, I started using Ledger-CLI. Both satisfied those requirements...But I wanted to have more control over imports and reports.
As I go about normalizing that in my life, I started writing GUIs to make interaction easier and import helpers to make imports easy. Sometime ago, I packaged all of that into a desktop/laptop app: https://prudent.me
1) I couldn't make transaction importing work for the statements that I want 2) I couldn't get to the report that igpay got (this was many years back) for some reason, I also wanted more custom reports and it seemed really complicated to create one 3) I wanted a tool that was more malleable. Although GnuCash is completely open source, the codebase does not look too approachable for me
After trying a few other approaches (including spreadsheets), I settled with Ledger CLI. I also built importing tools over 3 years of coding on weekends and finally got a complete set of features and financial institutions that I want :) Started with the reporting / analytics part recently... You can check it out here:
https://prudent.me
Any feedback will be very appreciated :)