Bastide

A local-first personal finance manager for the desktop. Import your bank statements, see where your money goes, and keep your data on your machine.

🇫🇷 French first · 🇬🇧 English

Important

Your data never leaves your computer. There are no bank connections, no cloud account and no telemetry. The backend listens on 127.0.0.1 only, and the optional AI runs on a local model.

✨ Features

📥 Imports	OFX/QFX statements, routed to the right account by its bank id, with deduplication and an import history that flags balance mismatches.
📊 Dashboard	Monthly income and expenses, month-over-month trend, savings rate, and a breakdown by category.
🏷️ Categorisation	Deterministic rules first, then an optional local model for the rest. Uncertain guesses go to a review queue, and a correction can become a rule.
🔁 Subscriptions	Recurring charges detected automatically, including price changes and missed payments.
🎯 Goals	Virtual savings envelopes that track progress without moving any money.
🏠 Patrimoine	Mortgages with derived amortisation schedules and the debt ratio, a new-loan simulator against the HCSF limits, and a net-worth view across accounts, properties and loans.
💾 Backup	Export everything to one .bastide file and restore it anywhere.

🚀 Quick start

Tip

Just want to use Bastide? Download it from the Releases page and follow the install guide (en français). The steps below are for working on the code.

Note

You need uv and the Flutter SDK with desktop support enabled for your OS.

# 1 · backend — the local API sidecar
cd backend
uv sync
uv run alembic upgrade head
uv run uvicorn app.main:app --host 127.0.0.1 --port 8765 --reload

# 2 · frontend — in a second terminal
cd frontend
flutter pub get
flutter run -d windows   # or macos / linux

uv run python -m app (or bastide-backend) starts the backend the way the desktop app will: it backs up and migrates the database itself, then prints READY <port> <version>. It takes --port 0 for a free port, --data-dir for another data folder, and --exit-on-stdin-close. Logs go to stderr and to logs/backend.log in the data folder. Use the uvicorn command above when you want --reload.

Tip

AI categorisation is optional. Run Ollama or llama-server with a small model (Gemma 4 E4B by default), then switch it on under Paramètres → Données → IA locale; an Ollama on its default port is detected and offered there. Without a model, the rules still categorise everything they match, and the rest goes to the review queue.

With the backend running, interactive API docs are served at http://127.0.0.1:8765/docs.

🧱 How it works

flowchart LR
    UI["Flutter desktop app<br/>Riverpod · fr/en"] -- "REST · loopback only" --> API["FastAPI sidecar<br/>Python 3.14"]
    API --> DB[("SQLite · WAL<br/>SQLAlchemy + Alembic")]
    API -. optional .-> LLM["Local LLM runtime<br/>Ollama / llama-server"]

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• Money is integer minor units, and rates are integer basis points. Floats are never used.
• Derived figures are not stored. Amortisation schedules, simulations and net worth are computed from what you declared, so they can't go out of sync with it.
• Feature-first on both sides: each feature owns its routes, models and services in the backend, and its screens and state in the frontend.

📚 Documentation

Document	What's inside
docs/database.md	ER diagram and constraints, generated from the migrated database
docs/api.md	Every endpoint, generated from the OpenAPI schema
docs/install.md	Installing, updating and uninstalling the app, where the data lives (fr)
docs/development.md	Setup, running, CI checks, and working with coding agents
docs/design/	The binding design system and one spec per panel
.claude/skills/	Area-by-area rules for coding agents (database, testing, i18n, …)

Note

The schema and API references are checked by the test suite and fail CI when they go stale. After changing a migration or a route, regenerate them from backend/ with uv run python -m scripts.schema_doc and uv run python -m scripts.api_doc.

🗂️ Repository layout

Bastide/
├── backend/            FastAPI sidecar · app/features/<feature>/ · Alembic migrations · pytest
├── frontend/           Flutter desktop app · lib/features/<feature>/ · ARB l10n (fr, en)
├── docs/               generated references, design specs, JSON schemas, dev guide
├── .claude/skills/     conventions for coding agents
└── CLAUDE.md           global agent conventions (backend/ and frontend/ extend it)

🤝 Conventions

• Commits follow Conventional Commits: type(scope): subject, one logical change each.
• i18n from day one. User-facing text is never hard-coded, and French and English stay in parity.
• Tests ship with every change, with external dependencies (model, network, clock, filesystem) mocked. CI runs ruff, ty and pytest on the backend, and analyze, format, gen-l10n and test on the frontend, plus dependency-vulnerability and secret scanners.
• Fixed chrome. The sidebar and top bar are identical on every panel.

📄 License

Bastide is licensed under the GNU Affero General Public License v3.0. You may use, modify and share it, but if you distribute a modified version or offer it as a network service, you must release its source under the same license.

The bundled Geist and Space Grotesk fonts keep their own SIL Open Font License. The Bastide name and logo are not covered by the AGPL.