Skip to content

FinSight AI is a full-stack application that enables users to securely log in, record income and expenses, set budgets, and get analytics-based insights. It’s built as a multi-user, JWT-protected REST API (Django) with a React frontend.

Notifications You must be signed in to change notification settings

KrithikaHS/FINSIGHT_AI

Repository files navigation

Personal Expense Management and Financial Analytics

This is a full-stack personal expense management and financial analytics application. It consists of:

  • Backend: Built with Django REST Framework, providing user authentication, expense tracking, receipt OCR processing, financial forecasting, budget optimization, and personalized recommendations.
  • Frontend: A React web application that interacts with the backend API to provide a user-friendly interface for managing expenses and viewing financial insights.

Features

Backend

  • User registration, login, profile, and password management with JWT authentication
  • CRUD operations for expenses and recurring expenses
  • Receipt image and text upload with OCR to extract expense data automatically
  • Financial analytics including spending trends, forecasts, alerts, and budget optimization
  • Personalized recommendations for smarter financial decisions

Frontend

  • User interface for managing expenses and profiles
  • Upload receipts and view parsed expense details
  • Visualize spending trends, category analytics, and forecasts
  • Display alerts and budget optimization suggestions

Technology Stack

  • Backend: Django REST Framework, PostgreSQL/SQLite, Tesseract OCR, Facebook Prophet, Pandas
  • Frontend: React
  • Authentication: JWT tokens for secure communication between frontend and backend

Getting Started

Backend Setup

  1. Clone the repository:

    git clone https://github.com/KrithikaHS/FINSIGHT_AI.git
    
  2. Navigate to the backend directory:

    cd finsight_ai
    
  3. Create and activate a virtual environment:

    python -m venv venv
    venv\Scripts\activate       
    
  4. Install backend dependencies

  5. Apply database migrations:

    python manage.py migrate
    
  6. Run the backend server:

    python manage.py runserver
    

Frontend Setup

  1. Navigate to the frontend directory:

    cd finsight-ai-frontend
    
  2. Install frontend dependencies:

    npm install
    
  3. Start the frontend development server:

    npm start
    

Usage

  • Register and login through the frontend interface.
  • Add expenses manually or by uploading receipts.
  • View analytics dashboards and personalized recommendations.
  • Manage budgets and receive alerts for better financial control.

About

FinSight AI is a full-stack application that enables users to securely log in, record income and expenses, set budgets, and get analytics-based insights. It’s built as a multi-user, JWT-protected REST API (Django) with a React frontend.

Resources

Stars

Watchers

Forks

Releases

No releases published

Packages

No packages published