tomfunk
Joined 7 years ago
Joined 7 years ago
it's all free, open source, and local-first. you can get a hobbyist tier plaid account and sync your accounts, or use csvs. rules-based categorization, spending trends, FIRE/savings-rate health view, etc.
there's also an mcp server so you can hook it up to claude/cursor and just chat about your finances. and a "canvas" feature where you describe a financial question and an agent builds you a custom calculator for it (e.g. amortization, compounding, what-ifs).
honestly it has all the features i want so i'm not sure what's next. i have a few contributors, always welcoming more.
So, in the first sense, I don't think it is "bad" because I believe this is exactly what the author was setting out to do in writing it. In the second sense, yes, it is a bad book in that I don't like it.
i feel like he has a specific agenda so it's hard to take everything he says at face value but that point seems reasonable.