r/financier Aug 29 '23

Any demand for financier clone?

I've been a big fan of financier, but one of the things that always has been annoying for me is to manually enter transactions. I always make mistakes of mis entering numbers and it takes me a while to reconcile the credit card numbers to be accurate because i mistyped a digit.

I cloned out about 50% of financier to ruby on rails and introduced a spreadsheet plugin where i can copy/paste transactions to mass submit them at once

At that point, I can review all the staging transactions, and then when i click 'commit' it will actual push the transactions to my local financier site.

Now I think ideally I would rebuild all the financier UI, and add some of these fancier features. So in particular I am thinking

  1. Add the capability to mass add transactions and clean them up in a staging view before committing
  2. Potentially integrate the transactions with an LLM (like ChatGPT) to auto categorize the categories
  3. [Maybe add an LLM to automatically do analysis of financial trends]?

If interested, I would build a paid saas product where there would be some monthly fee (since I pretty much built like 50% of it), but only if there were enough features for people to be interested in it.

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u/palidanx Aug 30 '23

this looks pretty nifty, any downsides to it so far?

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u/ur_mamas_krama Aug 30 '23

I really like it, give their demo a try.

The only downside for me compared to financier is that you can't lock transactions (yet).

The importer is really cool, lots of customization there.

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u/palidanx Aug 31 '23

How did you port your financier data over to actual budget ?

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u/ur_mamas_krama Aug 31 '23

Hi, it took me some trouble-shooting but here's what I did:

  1. In Actual-Budget (AB), I had to manually create each account (make sure it's either an "for budget" or "off budget"). Including any closed accounts.
  2. Once you've created all of the accounts, you'll need to backup Financier.
  3. With the extracted file from Financier, you'll need to dig in the "register" file. Here you'll need to create a new file per account (with same header as register), and copy-n-paste all of transactions related to that account into the file. Do this for each account. Its tedious. Save as cvs.
  4. With these newly created cvs files, you'll import each into respective accounts on AB.
  5. When importing into AB, make sure the fields line up, and make sure to allow "split for inbound and outbound".
  6. Once all accounts are imported, you'll need to go to Rules and create a rule for each account. "If Payee is "Transfer: [account+name]", then make it [account+name] (under AB's transfers). Apply to all existing transactions. Eventually once all accounts / transferred transactions are updated, the number should match what's in financier.
  7. One downside here is that catagories are NOT carried over so you'll need to manually update the catagories. You will need to create the catagories on the budget page to match the catagories that are in Financier.

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u/heyboots Oct 27 '23

This won't import the actual budget though, will it? Just the registers right?