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Personal finance management tool for Dutch ING bank statements with AI-powered categorization, budget tracking, and spending insights. Fully bi-lingual (English and Nederlands) Refer to the wiki for more details
v1.2.0 - Transaction Amount Redesign | Changelog
| Layer | Technology |
|---|---|
| Backend | Python 3.11+, FastAPI 0.115+, SQLAlchemy 2.0, PostgreSQL 16 |
| Frontend | React 19, TypeScript 5.9, Vite 7, Tailwind CSS, TanStack Query |
| AI/ML | scikit-learn (categorization), Anthropic Claude (cloud LLM), Ollama (local LLM) |
| Infrastructure | Docker & Docker Compose |
# Clone and start git clone <repo-url> cd budget_analyse # Setup environment variables cp .env.example .env # Edit .env with your configuration ./start.sh # Or manually docker compose up --build
| Service | URL |
|---|---|
| Frontend | http://localhost:5193 |
| Superadmin | http://localhost:5194 |
| API | http://localhost:8020 |
| API Docs | http://localhost:8020/docs |
| Database | localhost:5452 |
backend/app/ ├── main.py # FastAPI init ├── models.py # SQLAlchemy models ├── schemas.py # Pydantic schemas ├── routers/ # 34 API routers │ ├── accounts.py # Multi-account management │ ├── auth.py # Authentication │ ├── budgets.py # Budget management │ ├── categories.py # Category management │ ├── dashboard.py # Dashboard API │ ├── ml.py # AI/ML endpoints │ ├── transactions.py # Transaction CRUD │ └── ... └── services/ # Business logic ├── ai_categorizer.py # ML categorization ├── anthropic_categorizer.py # Anthropic Claude integration ├── training_service.py # Model training ├── import_service.py # CSV import └── rule_service.py # Rule matching frontend-react/src/ ├── pages/ # 31 page components │ ├── Dashboard.tsx # Widget-based dashboard │ ├── BudgetEntry.tsx # Yearly budget setup │ ├── BudgetOverview.tsx # 12-month grid │ ├── Transactions.tsx # Transaction list │ ├── Trends.tsx # Spending analysis │ └── ... ├── components/ │ ├── dashboard/ # Widget system │ │ ├── widgets/ # Individual widgets │ │ ├── WidgetRenderer.tsx │ │ └── WidgetSettings.tsx │ └── ui/ # Reusable components ├── hooks/ # 36 data fetching hooks ├── locales/ # i18n translations (en, nl) └── lib/ # API client, types, utils
# Start/stop services ./start.sh # Start all services ./start.sh stop # Stop services ./start.sh rebuild # Rebuild images ./start.sh logs [service] # View logs # Quality checks ./start.sh quality backend # Ruff, mypy, bandit, pytest ./start.sh quality frontend # ESLint, TypeScript, Vitest ./start.sh quality all # Both # Testing cd backend && pytest # Backend tests cd frontend-react && npm run test # Unit tests cd frontend-react && npm run test:e2e # Playwright E2E
| Folder | Audience | Contents |
|---|---|---|
| End users | User guide |
| Developers | Architecture, development, UX patterns |
| Product team | Roadmap, requirements |
| Ops | Security, Docker setup |
See
CLAUDE.md for detailed developer documentation.
| Version | Highlights |
|---|---|
| v1.2.0 | Transaction Amount Redesign (Signed amounts, unified calculation service) |
| v1.1.0 | Bug fixes (NaN serialization, session refresh), CSS standards compliance |
| v1.0.0 | Production ready, AI-First architecture v2.0, 100% UAT pass rate |
| v0.17.0 | Quality & fixes, privacy cleanup, E2E test stability |
| v0.16.0 | UAT Panel Review, GDPR compliance tests |
| v0.15.0 | Repository pattern, durable background jobs, accessibility |
| v0.12.0 | Superadmin application, Revolut CSV support |
| v0.11.0 | AI UX polish: Automatisering, Systeem Inzicht, Logboek, Back-up pages |
| v0.10.0 | Anthropic Claude integration, hybrid AI categorization, feedback loop |
| v0.9.0 | Dashboard widget system, dark mode, UX redesign |
| v0.8.0 | Budget Overview, Trends page, category activation dates |
| v0.7.0 | i18n support, AI categorization service |
| v0.6.0 | Multi-tenancy, authentication, NIBUD categories |
| v0.5.0 | Multi-account support, savings hierarchy |
See CHANGELOG.md for detailed version history.
See License.md for details.