I currently do a quarterly financial review. I document the balances from all of my accounts.
In addition to buy/sell/deposit/withdrawl, could Wealthfolio have an option to just add a balance. I suppose In the meantime, I'll make do with deposits and withdrawals.
Last, could you make it a little easier to find to donate button? Or possible at all? Now that I have the app open, I can't find where to send a one time payment.
By nature of the economic system, you must interact with 3rd parties, unless you somehow live a life where you can manage to be all crypto or (increasingly harder) cash based. At that point, there is no real benefit to privacy outside of ensuring that whatever institution(s) you work with aren't doing anything odd.
I'm open to missing something here.
1– Install a piece of software and run it locally, no subscription, no cloud 2– Have to right to use a nicer app instead of a spreadsheet 3– not hand over your banking creds. Some banks will void your account insurance if you do 4– Reduce your exposure by not putting all your financial data on some startup’s servers.
As others have mentioned, adding account integrations will make this much easier to use.
I would also love to hear more of your story, and motivations around this project.
I'm also experimenting with local llm models to parse files and statement and call the app tools to feed data.
And I think that's what the parent post is talking about. Today's companies make you agree to 3 50-page documents which they can update at any time and your continued use after such silent updates constitutes consent.. and at some point they will sell your financial status/well-being to people for profit. So the more you feed them the more of your data that is being easily sold.
We ultimately probably can't stop that, but we can make it more difficult. Many apps like this would take your information and sell it.. having an option that lets you track your own finances without becoming a product is nice.
– Install a piece of software and run it locally, no subscription, no cloud – Have to right to use a nicer app instead of a spreadsheet – not hand over your banking creds. Some banks will void your account insurance if you do – Reduce your exposure by not putting all your financial data on some startup’s servers