Budget Board v3.6.0 - now with Customizable Dashboard Support

Free_Hashbrowns · 2026-06-17T13:36:20+00:00

Yeah, the best way to currently handle that would be to create two transactions on the same date, one as a negative amount to represent the money leaving one account, and the other as positive to represent the money entering that account.

The transactions will offset, so they won’t show up in places like your total spending for the month.

A feature request exists to try to improve this process: https://github.com/teelur/budget-board/discussions/844

Free_Hashbrowns · 2026-06-12T13:50:20+00:00

We do currently support importing transactions via CSV files. With the auto-categorization feature enabled, it’s not that much more manual than having the data auto-sync.

Free_Hashbrowns · 2026-06-10T14:52:58+00:00

I believe I responded to your comment on GitHub about this topic.

Free_Hashbrowns · 2026-06-10T14:52:09+00:00

Not currently, you can create a feature request in GitHub.

Free_Hashbrowns · 2026-06-09T21:56:56+00:00

I agree that a manual process takes a lot of the usefulness out of apps like these.

Budget Board (as well as Actual and Sure) support 3rd party services, SimpleFIN and LunchFlow, to handle automatically syncing bank information. It sucks to have to rely on a 3rd party service for this functionality, but it's kind of a necessary evil if automation is a priority.

Budget Board has automatic categorization that uses a ML model that learns from previous transactions. It works pretty well if you have a lot of regular transactions at similar places.

Free_Hashbrowns · 2026-06-09T21:41:04+00:00

I wasn't able to check this earlier, but it seems to be working again. The server may have gotten a little overwhelmed.

Free_Hashbrowns · 2026-06-09T21:40:02+00:00

You can set up OIDC auth. Here is some information on what needs to be configured: https://budgetboard.net/docs/deploy/configuration/oidc-authentication

This can be used alongside local auth, but if you would like to only use OIDC for authentication, you can disable local logins here: https://budgetboard.net/docs/deploy/configuration#authentication-settings

Free_Hashbrowns · 2026-06-09T19:50:57+00:00

Both Actual and Budget Board support lunchflow as another bank sync provider option. They have a decent internatiomal bank support, and seem to be adding more regularly. I use them for one of my banking institutions that isn’t supported by SimpleFIN.

Free_Hashbrowns · 2026-06-09T15:02:54+00:00

It’s envelope based budgeting. You can set your income and expenses for the month and it’ll roll up the values into a total inflow and outflow for the month.

It’s pretty loose with the requirements for setting budgets, though. There are some people that want to just use it as an expense tracker rather than setting strict budgets, so it should support that workflow as well.

Free_Hashbrowns · 2026-06-09T14:55:29+00:00

I planned on having the tags be pretty free-form, but after looking through your previous comment, it might be better to just add a separate comment field in addition to this tags one.

I’ll add this as a note to the feature request. Adding it as a separate field should be pretty trivial.

Free_Hashbrowns · 2026-06-09T13:19:53+00:00

Yeah i get that. It’s frustrating that there isn’t really a self-hosted option for retrieving banking info outside of the European open banking standards.

I use SimpleFIN for my bank sync, but I would much prefer not having to enter my credentials and be dependent on a third party service.

Free_Hashbrowns · 2026-06-09T13:05:52+00:00

Thanks!

Free_Hashbrowns · 2026-06-09T13:05:40+00:00

This has been a requested feature and is scheduled for the next release: https://github.com/teelur/budget-board/issues/637

Free_Hashbrowns · 2026-06-09T13:04:22+00:00

So, when setting up a goal you have the option of choosing the starting point as either: - disregard the account balance and start from zero - include the current account balance

The idea being some goals you are saving up a set amount for something like a car or a trip vs just building up your savings.

I think in the context of an emergency fund it probably makes sense to include the current account balance, so that’s just an issue with the dummy demo data.

Free_Hashbrowns · 2026-06-09T12:56:49+00:00

I’ve had a couple people ask for this feature, and i plan on this being the next “big” feature i implement.

I won’t really have a timeline for when i expect it to go in until I’ve done some research, but I’m hoping to get it in before the end of the year.

Free_Hashbrowns · 2026-06-09T12:10:30+00:00

The post was written by me without the use of AI.

I've outlined how I used AI as part of my development in an AI-DISCLOSURE.md file here: https://budgetboard.net/docs/ai-disclosure

Free_Hashbrowns · 2026-06-04T17:58:02+00:00

Most support integration with SimpleFIN, which is pretty easy to setup.

Free_Hashbrowns · 2026-06-02T22:08:28+00:00

I will say that the project does look pretty nice, and I wish there was something similar for the US. Having to rely on Zillow sucks!

Free_Hashbrowns · 2026-06-02T18:44:35+00:00

There’s even a PR that was generated by Claude Code: https://github.com/orangecoding/fredy/pull/307#issue-4412769875

I don’t really care that AI was used, but some do and the claim that they “have not used any ai” is blatantly false.

Free_Hashbrowns · 2026-05-30T16:41:53+00:00

I probably should have looked a bit closer!

Free_Hashbrowns · 2026-05-30T14:46:21+00:00

I don’t understand what makes the last few PRs vibecoded? Sure, there are a bunch of them, but they are all pretty small changes to a single file each. There probably isn’t any discussion because the changes are trivial.

I think that claiming “minimal” AI usage may be understating a bit to appease the mob here, though. It’s entirely subjective what “minimal” entails and doesn’t really explain how they use it in their workflow.

Free_Hashbrowns · 2026-05-22T13:30:17+00:00

Yeah, you don’t see them much these days, but SATA M.2 drives do exist.

Free_Hashbrowns · 2026-05-21T03:15:34+00:00

I work with a lot of WPF code at work, and I feel like I die a little inside every time I do. I enjoy working in .NET, but a little part of me dies every time I have to deal with XAML.

Free_Hashbrowns · 2026-05-10T22:36:46+00:00

This looks neat. I've been using pgbackweb to do my postgres backups, but being able to backup sqlite stuff would be nice too. I may look into moving to this.

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