Tryton best practices for personal accounting and finances

Support User
1

Does anybody use Tryton for their personal accounting and finances?

Can anybody make any comment on best practices, shortcuts, etc compared to normal business use cases? Did anybody see any useful tutorials, blogs or videos aimed at personal accounting use?

When I think about personal accounting, these are some of the common things that come to mind:

  • income: salary
  • income: occasional freelance work, less than 10 invoices/month
  • income: a small rental portfolio (e.g. lodgers, a second property, AirBNB)
  • expenses: household utilities
  • expenses: tracking health insurance excess/franchise payments for multiple family members
  • expenses: building ownership, maintenance
  • interfacing with common retail banking APIs for statement download, etc
  • assets: stocks, funds, land, car, etc

A quick search found one link about the topic:

2

I use Tryton for my personal accounting and finances, and recently created the module that you linked to for that exact purpose.

The chart of accounts in that module should provide space most of the common things that you listed, if there are any that are missing then Iā€™d be open to the idea of adding them.

To download and import statements from retail banks, by using the OFX standard you should look into the account_statement_ofx and account_statement_rule modules. I find that with the correct rules setup it is very quick to bring the information from my bank account and credit card account into Tryton.

Personally, I am not aware of any.

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