Open source. In your element.

Find your
financial flow.

Your budget. Your connections. Your code. A local-first studio for making sense of your money—and making the workflow your own.

No bank connection needed to try it. A few things to know

Local-first workspaceOpen-source foundationOptional integrationsBuilt to make your own

Inside your studio

Clarity, from the
big picture down.

See the real local demo, from monthly cash flow to the details behind each transaction. Every figure shown here is invented.

Actual BAS synthetic Home with net cash flow, income, spending and category budget progress
01 / THE BIG PICTUREYour month, connected.See posted cash flow alongside your plan. Pending transactions stay clearly excluded.
BAS synthetic Home at phone width with monthly totals and bottom navigation
BUILT FOR SMALLER SCREENSYour studio, in hand.A responsive web app. Phone access requires your own secure deployment.
Actual synthetic transaction review with search, categories, refunds and pending labels
02 / THE CLOSER LOOKEvery detail has a place.Search, review categories, and distinguish everyday spending from transfers and refunds.
Actual synthetic monthly budget editor with category amounts and progress indicators
03 / THE PLANMake room for what matters.Set monthly category limits and adjust them as your priorities change.

Actual app screens from an isolated synthetic demo. Images open full-size. This product page is separate from the self-hosted application.

A workspace, with room to grow.

Bring the moving
parts into view.

Start with a monthly plan. Review the details. Add the connections that make sense for you. BAS keeps the workflow understandable and the code available to change.

01 / PLAN

A budget that fits.

Set monthly category limits, see what remains, and adjust your plan as priorities change.

Monthly budgets / Custom categories

02 / REVIEW

The details, organized.

Bring transactions into one place. Review categories, distinguish transfers, and keep refunds in context.

Manual entry / Transaction review

03 / CONNECT

Your chosen connections.

Add Plaid transaction sync, read-only SnapTrade account values, or optional cloud or local AI assistance.

Your accounts / Your configuration

Start with the sample studio.

Take it for
a local spin.

Run BAS on your computer with invented data. Explore the dashboard before deciding whether to set up a personal workspace.

Node.js 24.10+ in the 24.x line and Git are required. The demo runs on your computer’s loopback address.

Read the setup guide ↗
01 / YOUR TERMINAL
git clone https://github.com/Zoraz01/budget-automation-studio.git
cd budget-automation-studio
npm ci
npm start

Full instructions and personal-workspace setup are in the README.

02 / YOUR BROWSER
http://127.0.0.1:4310
Demo password: demo

Choose “Explore the demo.” No provider credentials or live financial accounts are needed. Demo edits persist locally.

Clear before you connect.

A few things to know.

Is this a hosted finance service?

BAS is an open-source, self-hosted starter. The included server binds to your computer’s loopback address. A secure remote deployment requires additional setup and validation; a desktop localhost address is not reachable from a phone.

Do I have to connect a bank or use AI?

No. The synthetic demo works without either. You can use manual transactions in a personal workspace. Optional provider connections require your own eligible accounts, credentials and configuration.

Where does my information go?

The workspace database and provider credentials live on the server you run. If you enable cloud AI, your question and budget aggregates are sent to your chosen provider. Local Ollama is an alternative. Review the setup guide and provider terms before connecting services.

What does it cost?

The source is available under the MIT license. Your hosting, provider access and optional AI usage may have their own costs. BAS does not include a paid hosting plan or financial advice.

Made by Vitality Labs.

A useful tool. A foundation to build on.

Need a custom dashboard, integration or workflow for your business?

Talk to Vitality Labs ↗