I’m currently using firefly-iii + Ghostfolio simultaneously. I’m not really a fan of this approach because Firefly-iii shows the wrong net worth without my investments and Ghostfolio doesn’t handle tax lots correctly. The Firefly-iii importer was terrible and created a mess of my transaction history too because I tried to import data from Mint going back a decade. I ended up writing my own Python-based analyzer to clean-up the data to get it imported. Now I just use those tools for visualization until I find alternatives.

Plaid didn’t work because I couldn’t use OAuth to banks without going through compliance reviews (not sure if that has changed.) I instead focused on building scraping tools to pull directly from banks or my bank aggregator, Monarch (I use this when I couldn’t directly scrape from a bank due to auth issues.) I had to build Playwright scripts to scrape website and it’s all very janky code, but it technically works. Some of that has been open-sourced, the actual scrapers need to be cleaned up.