Finsight

AI-powered personal finance — track expenses, manage budgets, and get smart spending insights.

Features

• User Authentication: Secure registration and login with JWT tokens
• Expense Tracking: Log and categorize expenses with rich details
• AI Categorization: Automatic expense categorization using OpenAI
• Budget Management: Create and monitor budgets with spending alerts
• Dashboard: Real-time visualization of spending patterns and budgets
• AI Insights: Smart spending predictions and recommendations

Tech Stack

Backend

• FastAPI (Python)
• SQLAlchemy ORM
• PostgreSQL / SQLite
• OpenAI API integration
• JWT Authentication

Frontend

• React 18
• Zustand (State Management)
• Recharts (Data Visualization)
• Axios (HTTP Client)

Setup & Installation

Backend Setup

1. Navigate to the backend directory: ```bash cd backend ```

2. Create a virtual environment: ```bash python -m venv venv source venv/bin/activate # On Windows: venv\Scripts\activate ```

3. Install dependencies: ```bash pip install -r requirements.txt ```

4. Create a `.env` file (copy from `.env.example`): ```bash cp .env.example .env ```

5. Set up your database and add your OpenAI API key to `.env`

6. Run the backend: ```bash python main.py ```

The API will be available at `http://localhost:8000\`

Frontend Setup

1. Navigate to the frontend directory: ```bash cd frontend ```

2. Install dependencies: ```bash npm install ```

3. Create a `.env` file (copy from `.env.example`): ```bash cp .env.example .env ```

4. Start the development server: ```bash npm start ```

The app will be available at `http://localhost:3000\`

API Endpoints

Authentication

• `POST /api/auth/register` - Register a new user
• `POST /api/auth/login` - Login user

Expenses

• `GET /api/expenses/` - Get all expenses
• `POST /api/expenses/` - Create new expense
• `PUT /api/expenses/{id}` - Update expense
• `DELETE /api/expenses/{id}` - Delete expense

Categories

• `GET /api/categories/` - Get all categories
• `POST /api/categories/` - Create new category
• `PUT /api/categories/{id}` - Update category
• `DELETE /api/categories/{id}` - Delete category

Budgets

• `GET /api/budgets/` - Get all budgets
• `POST /api/budgets/` - Create new budget
• `PUT /api/budgets/{id}` - Update budget
• `DELETE /api/budgets/{id}` - Delete budget

Development Notes

This project demonstrates:

• Full-stack development with React and FastAPI
• AI integration for automatic categorization
• JWT-based authentication
• RESTful API design
• Responsive UI components
• State management with Zustand

Future Enhancements

• Mobile app with React Native
• Advanced analytics and reporting
• Recurring expense automation
• Multi-currency support
• Export to PDF/CSV
• Email notifications
• Integration with bank APIs

License

MIT