Finances Personnelles

A local app. No subscription. Automation capabilities. Multiple-account managements.

Getting started

1. Open Comptes (Accounts) and create a bank account.
2. Import a CSV statement with the Importer button.
3. Assign categories to operations from the Opérations page.
4. Set up auto-categorisation in Règles (Rules).
5. Wire up outbound webhooks in Automatisations to notify external systems.
6. Check the Bilan (Overview) to visualise monthly expenses and income.

Features

• CSV import with column auto-detection and per-account mapping memory.
• Manual or rule-based categorisation.
• Rules — match operations by label substring or amount comparison, and auto-assign a target category. Rules run on import and can be re-applied on demand.
• Automations — bridge the internal event bus to outbound HTTP webhooks (e.g. n8n). Every match is human-validated: nothing leaves your machine without an explicit click. The Historique tab records the HTTP response code and a short body excerpt for each delivery so failures stay diagnosable.
• Monthly overview with a stacked bar chart per category, expenses on one side, income on the other.
• Projection of planned operations onto the chart.
• Current balance per account (initial balance + every operation).
• Full-text search on labels (SQLite FTS5).
• Nothing leaves your machine.

Data

All data lives in a single SQLite file inside the application’s data directory:

~/Library/Application Support/io.github.mathieudolmen.finp/finp.db

To back up your data, copy this file.