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Budget software that supports bank account integration (alien.top)

submitted 1 year ago by xerker@alien.top to c/main@selfhosted.forum

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Hi, I'm after a budgeting software where I can login to my bank account using open banking/midata or another service that will live integrate with my bank account. Does that exist? I've checked out Firefly iii, actual, and openbudgeteer but I can't see anywhere that suggests what I want is a feature. Have I missed anything, or is there a software which has this feature that I've missed?

I'm based in the UK if that helps at all.

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[–] _avee_@alien.top 1 points 1 year ago (1 children)

Firefly III supports bank accounts integration using PSD2 via Nordigen (aka GoCardless): https://docs.firefly-iii.org/data-importer/faq/spectre-and-nordigen/

[–] thekrautboy@alien.top 1 points 1 year ago (2 children)

Not a "live integration" tho, when i tried it some months ago.

[–] semiBelgium@alien.top 1 points 1 year ago

The premium APIs are just for automatic categoring at the source (i.e. you download your transactions with categories already). Firefly III does support automatic import using Nordigen by setting up a cron job which automatically POST the transactions downloaded using Nordigen API. You will have to setup the Nordigen connection only the first time you do it, then download the json and POST the correct url. There's a section in documentation of the data importer which explains exactly that.

[–] _avee_@alien.top 1 points 1 year ago

What even is a “live integration”?