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FinTrack - AI-Powered Personal Finance Tracker πŸ’°

MIT License Python Flask MongoDB

Overview πŸš€

FinTrack is an advanced personal finance management application designed to help users track their expenses, analyze spending habits, and receive AI-powered financial insights. Built with Flask and MongoDB, FinTrack provides an intuitive and seamless experience for managing personal finances efficiently.

Live Demo

Features ✨

πŸ” Secure Authentication

  • OTP-based user registration for added security.
  • Secure login/logout functionality with session management.
  • Password hashing to ensure user data privacy.

πŸ“Š Expense Management

  • Add, edit, and delete expenses effortlessly.
  • Auto-categorization of expenses.
  • Track spending patterns with real-time updates.
  • Advanced filtering and search functionalities.

πŸ“ˆ Smart Dashboard

  • Get a real-time financial overview.
  • Category-wise expense breakdown.
  • Monthly spending trends analysis.
  • Visual representation with charts and graphs.

πŸ€– AI-Powered Insights

  • Personalized financial advice based on spending patterns.
  • Potential savings suggestions and risk alerts.
  • AI-driven recommendations for smarter financial decisions.

πŸ“‘ Report Generation

  • Generate detailed financial reports.
  • Export reports in multiple formats (PDF, Excel, CSV).
  • Customize report parameters for tailored insights.

πŸ’¬ Smart Chat Assistant

  • AI-powered financial assistant for real-time query resolution.
  • Get insights into your spending patterns.
  • Receive custom financial recommendations.

Tech Stack πŸ› οΈ

Backend:

  • Flask - Web framework for backend development.
  • MongoDB - NoSQL database for storing financial data.
  • Python - Primary programming language.
  • Google Generative AI - AI/ML capabilities for insights.
  • PyMongo - MongoDB driver for Python.
  • ReportLab - PDF generation.
  • Pandas - Data manipulation and analysis.

Frontend:

  • HTML/CSS - Structuring and styling the UI.
  • JavaScript - Interactive functionalities.
  • Tailwind CSS - Modern styling framework.
  • Chart.js - Data visualization through charts and graphs.
  • Alpine.js - Lightweight JS framework for UI interactions.
  • Font Awesome - Icons for UI enhancement.

Security:

  • Werkzeug - Secure password hashing.
  • Flask-Limiter - Rate limiting for API security.
  • OTP Verification - Email authentication for added protection.

Installation πŸš€

Step 1: Clone the Repository

git clone https://github.com/TechWithAkash/Expense_tracker.git
cd Expense_tracker

Step 2: Create a Virtual Environment

python -m venv venv

Step 3: Activate the Virtual Environment

For Windows:

venv\Scripts\activate

For Unix/MacOS:

source venv/bin/activate

Step 4: Install Dependencies

pip install -r requirements.txt

Step 5: Set Up Environment Variables

Create a .env file in the project directory and add:

MONGODB_URI=your_mongodb_uri
GOOGLE_GENERATIVE_AI_API_KEY=your_api_key
SENDER_EMAIL=your_email
SENDER_APP_PASSWORD=your_app_password

Step 6: Run the Application

python app.py

Environment Variables πŸ”‘

MONGODB_URI=your_mongodb_uri
GOOGLE_GENERATIVE_AI_API_KEY=your_api_key
SENDER_EMAIL=your_email
SENDER_APP_PASSWORD=your_app_password

API Reference πŸ“š

Endpoint Method Description
/register POST Register a new user
/login POST Authenticate and log in a user
/add_expense POST Add a new expense
/generate_report POST Generate financial reports
/ai-insights GET Fetch AI-powered financial insights
/ai-chat POST Interact with AI assistant

Screenshots πŸ“Έ

Login Page

Image

Home Page

Image

Add Expense

Image

Dashboard

Image

Contributing 🀝

Contributions are always welcome! If you want to contribute, please check out the contributing guidelines.

Authors πŸ‘¨β€πŸ’»

  • @TechWithAkash

License πŸ“„

This project is licensed under the MIT License - see the LICENSE file for details.

⭐ Support the Project!

If you find this project useful, don't forget to star the repo! ⭐

Live Demo | Report Bug | Request Feature

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