This looks great and it's nice to see development in this space! However, the "big box" alternatives for this which keep your accounts in sync are really cheap (I think I renewed my annual Quicken Simplify for $40) and, for the most part, "just work." So, I personally wouldn't want to switch to anything self-hosted unless it provided automated syncing. I'd actually be all over this if it did especially having a way to extend things with plugins.
This is the 'problem' I need solved as well. Sync across multiple Financial institutions is a nightmare. If the CSV import can be automated with some Plaid/simplefin bridge that's reliable, I think it would be a nobrainer for a large group of us to selfhost instead.
It's still limited to just one party, that's heavily regulated for compliance. Not perfect, but a step better than exposing to apps that can have bigger surface area of exposure.
Yeah, it seems at certain points I need to add automatic syncing. The app already offers a way to extend things using plugins https://wealthfolio.app/addons.
For me this is a core piece of any money app. If an app doesn’t include syncing it’s not worth it. I have too many moving pieces to deal with CSV exports.
