this post was submitted on 08 Apr 2025
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Ok, so I’ve tried a few open source apps for tracking money and they’re either too complicated, a hassle to setup or don’t use mysql/mariadb so would require setting up PostgreSQL 😖

I’m currently using forecast for the iPad which is great but I’m trying to wean myself off Apple giving they’re going to shit too and find all the docker versions I’ve got working are too complicated /faff to use and seem to focus on what you’ve already spent.

So anyone have suggestions for: Simple docker setup Mysql if it won’t do flat file 3 month future forecasting based on recurring transaction

I don’t care what I’ve spent, I want to know, based on the recurring transaction, what my balance is over the next 3 months, so I know if i have spare money to spend/save.

Seems a lot of budgeting apps miss that somehow. 🤨

——— Edit: theres a lot of replies to sort through but thanks to everyone for responding.

I’ve done spreadsheets but it’s still a hassle to setup and I have enough going on to be faffing about trying to learn graphs which is what i’d really like.

I’ve also tried a lot that are listed on https://selfh.st/ but even actualbudget doesn’t seem to be able to forecast unless i’m missing something?

DollarDollar seems interesting but requires postgras and actualbudget seems nice but unless i’m missing something still can’t show future cashflow even if you add something as recurring?

Seems odd that all these apps offer tons of features for what you’ve already spent but nothing for how much you have to spend over the next 2-3 months which is all i care about. 😕

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[–] JayleneSlide@lemmy.world 6 points 2 weeks ago (9 children)

As others have said, a spreadsheet is the simplest. If you do your banking with a credit union, chances are they make MX available to you in your online banking. A lot of banks use MX too. Their software provides the projections and forecasting you seek, as well as Open Banking connections to all of your other accounts. If you have loans, it also has burndowns of outstanding debts. Extra bonus: MX doesn't sell your data.

Disclosure: I used to work for MX.

[–] GreyEyedGhost@lemmy.ca 1 points 2 weeks ago (2 children)

I feel like you meant to reply to another comment. Were you referring to Moneymanager EX?

[–] JayleneSlide@lemmy.world 3 points 2 weeks ago (1 children)

Negative all around. I was replying to OP. The company to which I referred is MX. The public-facing product (API) is actually called Platform, but it's very explicitly white label software. Customers will generally have little to no idea that they are using MX Platform. It might actually say MX somewhere, but that can be eliminated in implementation.

[–] GreyEyedGhost@lemmy.ca 2 points 2 weeks ago

Thanks for the info!

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