Up to now I enter receipts by hand into a spreadsheet and cross-reference everything to my bank statements. Is there a Linux program that’ll let me download a bank statement and then intelligently categorize different entries on my bank statement? Or allow me to manually categorize entries? No spyware or intrusive software.
Here are your choices to try out yourself and see if they can do what you need:
- GnuCash (distro support, flatpak)
- HomeBank (distro support)
- KMyMoney (distro support, appimage, flatpak)
- ActualBudget ( https://actualbudget.org/ , appimage, flatpak)
- Denaro (the newest on the block with modern UI, flatpak)
And for Android:
- IvyWallet
We use KMyMoney for all our stuff for years now. Very happy with it! It came in very useful when we were considering some big purchases to figure out what we could afford.
It can read Quicken files which most banks support. Those have account numbers inside them, so KMyMoney will automatically recognize which account it should go into if you set enter those numbers when setting up the account in KMyMoney in the first place. Some banks only allow you to export to CSV which is a bit more cumbersome, but KMyMoney supports that too.
It will intelligently categorize statement entries too. If you’ve set a particular entry as belonging to a certain category once, it will remember that for the next time you import a statement. Then you just confirm.
Those categories are very handy when making the reports to see our spending and income patterns.
Anyway, I highly recommend it.
