BudgetPro

Smart Personal Finance Manager with AI-Driven Insights

BudgetPro is an intelligent personal finance management application designed to help users track expenses, manage budgets, and gain actionable financial insights. Leveraging machine learning and chatbot integration, BudgetPro offers a seamless and interactive experience for effective financial planning.

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🚀 Features

• Expense Tracking: Monitor daily expenses and categorize them for better understanding.
• Budget Planner: Predicts ideal category-wise budget using ML model to forecast future spending patterns.
• FAQ Chatbot: Answers common queries about app features, usage, etc.
• PFA Chatbot: Acts as an AI financial coach with real-time intelligence which provides user-specific financial insights via natural language.
• Data Visualization: Visualize income and expenses through intuitive charts and graphs.
• Goal Tracking: Uses rule-based classification to assess whether the purchase is advisable and also tracks progress toward the goal in real-time with monthly updates.
• User Clustering: Groups users based on monthly spending patterns which enables behavior-driven financial planning.
• Transaction Categorization: Classifies transactions into categories which forms the foundation for budgeting, goal planning and insights.

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🧠 Tech Stack

• Frontend: JavaScript, HTML, CSS
• Backend: Node.js, Express.js, Flask
• Machine Learning: Python, TensorFlow, scikit-learn, XGBoost
• Database: MongoDB
• Chatbot: Langchain, Groq

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📁 Project Structure

BudgetPro/
├── backend/           # Server-side code and API endpoints
├── frontend/          # Client-side application
├── ml/                # Machine learning models and training scripts
├── datasets/          # Sample datasets for training and testing
├── warehouse/         # Data warehousing and storage solutions
├── FAQ_Chatbot/       # Chatbot scripts and configurations
├── ModelEndpoints/    # API endpoints for ML models
├── PFA_Chatbot/       # Personal Finance Advisor chatbot modules
├── node_modules/      # Node.js dependencies
├── .gitignore         # Git ignore file
├── LICENSE            # MIT License
├── README.md          # Project documentation
├── package-lock.json  # Lockfile for Node.js dependencies
├── package.json       # Project metadata and scripts
└── requirements.txt   # Python dependencies

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🔧 Installation

Clone the repository:

git clone https://github.com/maharshijani05/BudgetPro.git
cd BudgetPro

Install backend dependencies:

cd backend
npm install

Install frontend dependencies:

cd ../frontend
npm install

Install Python dependencies for ML modules:

pip install -r requirements.txt

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🏃‍♂️ Usage

Start the backend server:

cd backend
npm start

Start the frontend application:

cd ../frontend
npm start

Access the application:

Open your browser and navigate to http://localhost:3000 to use BudgetPro.

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🤖 Chatbot Interaction

BudgetPro includes an AI-powered chatbot to assist with financial queries.

To interact with the chatbot:

• Navigate to the chatbot section in the application interface.
• Type your financial question or request.
• Receive instant responses and suggestions from the AI chatbot.

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📊 Machine Learning Models

The application utilizes machine learning models for predictive analysis of spending patterns. These models are trained using historical financial data and are integrated into the backend to provide real-time insights.

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📄 License

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

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🙌 Contributing

Contributions are welcome! Please fork the repository and submit a pull request for any enhancements or bug fixes.

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📬 Contact

For any inquiries or feedback, please contact maharshijani05.

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