u/Dadjadj

Hey all! David an indie dev here, posting my own project. Mods, please remove if not allowed.

I left YNAB for Actual Budget last year and immediately ran into the EU problem: Actual has SimpleFIN for US/Canada accounts, but if you bank in Europe you're stuck importing CSVs by hand. After about the tenth manual export I gave up and built the thing I wanted.

What it is

Bridge Bank is a Docker container that connects to your EU bank via Enable Banking (the regulated PSD2 open-banking provider) and pushes every transaction into your self-hosted Actual Budget instance. You run it next to Actual on the same machine / NAS / Pi. It's read-only — Bridge Bank can't move money, only read transactions.

2,500+ banks across 29 European countries

Bonus: eToro + Binance portfolio tracking, since I needed those too

5-step setup wizard, runs in your browser at localhost:8080

Up to 2 machines per license, lifetime updates

Pricing

€29 one-time. No subscription, no monthly fee. 7-day free trial, no credit card required. Source is on GitHub so you can audit what it does before paying (or just self-build it — I'm not hiding the code).

Why I'm posting here

This sub is the closest thing to my actual users. If you've already moved off YNAB to Actual and you're in the EU, this is probably the missing piece. If you're still on YNAB and the lack of EU bank sync in alternatives is what's keeping you, that's exactly the gap I'm trying to close.

Link: https://bridgebank.app

Happy to answer anything — banks I support, how the open-banking flow works, why one-time vs subscription, why I didn't use GoCardless, etc. Feature requests welcome too.

u/Dadjadj — 17 days ago

Sharing what I've been building. Klartion is a small self-hosted app I made to get my bank transactions into a Notion database automatically, instead of CSV-importing them every weekend.

Setup is six steps in a wizard: license, Notion integration, notifications, sync schedule, bank connection, status. After that it just runs on your machine and syncs once a day.

I shipped US and Canada support this week (via SimpleFIN). Before that it was EU only, via Enable Banking.

The Notion database has merchant, bank, amount, category, currency, date, direction, reference, status, transaction ID, and balance. From there you can build whatever views, rollups, or budget templates you want. I personally have a monthly view with category rollups and a "burn rate" formula, but the database is just normal Notion so you can do whatever.

https://preview.redd.it/0cm0nvdn15zg1.png?width=4402&format=png&auto=webp&s=d3fdbbe48697b58aa18f8a7610aa74195069c38c

Tech: Docker, runs on Mac, Linux, Raspberry Pi, NAS, small VPS. Open source. €45 one-time, 7-day trial.

If anyone has built a finance template in Notion and wants to wire real data into it, this is what I made it for. Happy to share schema details if useful.

klartion.com

reddit.com
u/Dadjadj — 17 days ago
▲ 1 r/Notion

Hey r/Notion,

I'm David, an indie dev. Built Klartion about a month ago because I wanted my actual bank transactions inside Notion next to my budgeting databases, and every existing option was either a manual CSV import or a SaaS that wanted my bank credentials in their cloud.

Klartion runs on your own machine in Docker. Once a day it pulls transactions from your bank and writes them into a Notion database you control. That's it.

What's new this week: it now works for US and Canadian banks via SimpleFIN, on top of the 2,500+ EU banks it already supported via Enable Banking. So if you're in North America and you've been side-eyeing this kind of tool, it's finally an option.

The Notion side looks like this (screenshot): merchant, bank, amount, category, currency, date, direction, reference, status, transaction ID, balance. You can build whatever views, rollups, formulas, or dashboards you want on top of it.

A few honest things:

  • It's €45 one-time. No subscription. Two machine activations, lifetime updates.
  • 7-day free trial, no card needed.
  • US/CA users pay SimpleFIN $15/year separately (that's their fee, not mine).
  • A handful of US institutions are flaky on SimpleFIN's end (Apple Card, Capital One pending charges, Mercury). Worth checking your bank on SimpleFIN's supported list before paying.
  • Open source, MIT plus Commons Clause.

If you've built a Notion finance dashboard and the data entry is what's killing you, this might help. Happy to answer questions about the Notion schema, automations people are building on top of it, or anything else.

klartion.com

What are you using Notion for on the personal finance side? Curious what databases people are pairing this with.

https://preview.redd.it/ggxw3coa15zg1.png?width=4402&format=png&auto=webp&s=d460d1702e51eed20d68d860ec28686bddc1732e

reddit.com
u/Dadjadj — 17 days ago

Hey folks. I've been an Actual user for a while and I keep half-imagining what an alternative frontend would look like. Specifically something that leans into the YNAB envelope/zero-based mindset more aggressively, with a mobile experience built around that flow.

Small bit of context so it doesn't look like a random drive-by: I built Bridge Bank, the Enable Banking sync some of you already use with Actual. It's grown to a few hundred users over the past months and the feedback has been ridiculously kind. Honestly the main reason I'm thinking about building more around Actual at all is because of how that's gone.

No roadmap, no waitlist, no pitch. I have a stable day job and Bridge Bank is a happy side project, so this would only happen if there's actual demand, or if it's a solution looking for a problem.

reddit.com
u/Dadjadj — 20 days ago