A project to synchronize transaction data from SimpleFIN to a self-hosted Maybe instance, set up as a docker container.
The project is intended to be deployed alongside a self-hosted Maybe instance. It provides an interface to save an "Account Linkage" between your SimpleFIN accounts and your Maybe accounts.
Once linked, you can define a cron schedule for automatic synchronization of transactions and account balances, or synchronize manually:
Web App Configuration - Get started in the GUI
Mortgage & Loans Configuration - Insert Interest (and optionally Escrow) offsetting transactions
In Maybe, manually sync your accounts frequently.
Also refresh (F5) your browser often.
Manually syncing has been removed from the web UI.
However, you can still execute syncs from the rails console - details here
- Transactions
- Balances
- Docker Compose
- Web UI
- Loan Interest & Escrow Offsets
- Property Valuations
- Securities/Trades/Holdings
- More...?