this post was submitted on 27 Oct 2024
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Not affiliated in any way with Actual Budget, but I can't recommend it enough. It's the FOSS version of YNAB pretty much so if you're a fan of envelope budgeting it's a great tool. I'd even say it has quite a few other strengths compared to YNAB (free bank syncing in the EU with more banks supported for example), and you can always be sure that your financial data stays within your reach.

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[โ€“] dan@upvote.au 2 points 2 years ago* (last edited 2 years ago) (1 children)

I think it's all read-only access through, so you can only use it to import data not make new transactions.

That's alright. Even read-only access is useful. I could write a script that pulls my current investments, prompts for the amount I'll be investing in total, and prints out the buys (eg "buy 10 x VOO, 5 x VXF, 20 x VXUS") that'll keep the account balanced based on some percentages.

Not sure if it tracks like your actual portfolio breakdown, it might have access to that info but for Actual Budget it just shows the balance on the account.