How do you manage your personal finances? What tools do you use? What practices, patterns and mental models do you apply to this problem? Do you recommend some blogs and podcasts on it? Do you have some magic scripts, databases or whole programs for it? Can't wait to see the anwsers! |
https://github.com/KenPainter/HackerFinance
My basic flow is about once/month to import transactions from the banks (checking, savings, and credit card). When there is a major event, like purchasing a car, I do a small manual batch to update my assets and liabilities. I leave the retirement and investment accounts to a single year-end summary transaction.