I’ve been hosting my own firefly iii instance for a couple years now. It has its quirks but overall it’s a great home finance option. Better than some others I’ve tried.
As an example, the creator is adamantly against future transactions and projecting future transactions. There’s the ability to create “recurring” transactions and the app has a daily cron that will create the recurring transactions on the day they’re supposed to hit. I for one want to see these future transactions and want those to show up about a month early. To do this I have to spoof a cron job to make the app think it’s creating recurring transactions for 30 days from today. This works well enough to show my balances for the future.
I like it has a pretty nice API that you can hook I to from your own apps.
I wrote an importer app that uses Plaid to connect to my bank accounts and credit cards and it gives me the option to categorize transactions and import them into firefly. It’s made managing my finances incredibly simple. I used to spend hours on the weekend manually importing transactions from the previous week. Now I have something that I can tab through in a matter of minutes and see everything.
yeah if you want that same functionality of months in advance transactions - you’ll have to create a similar solution with the cron job i mentioned.
Budgets work well enough. They allow you to create any number of budget “buckets” - and each can be configured in various ways:
You can even have different periods - daily, weekly, monthly, yearly - though I’ve only ever used monthly.
When you create transactions you assign them to a budget and it shows you how much you have left in that budget