FinTrack - AI-Powered Personal Finance Advisor

FinTrack is a modern, AI-driven personal finance management application that helps you take control of your financial life. Built with Next.js and powered by OpenAI, FinTrack provides intelligent insights and recommendations to help you manage your budgets, track expenses, and monitor income streams effectively.

Features

AI-Powered Financial Insights

• Get personalized financial advice based on your spending patterns
• AI-generated recommendations for budget optimization
• Smart analysis of your financial health

Budget Management

• Create and manage multiple budgets with custom categories
• Set spending limits and track progress
• Visual indicators for budget utilization
• Emoji-based categorization for easy identification

Expense Tracking

• Detailed expense logging with categorization
• Real-time expense monitoring
• Historical expense analysis
• Budget-linked expense tracking

Income Management

• Multiple income stream tracking
• Income vs. expense analysis
• Financial goal planning

Visual Analytics

• Interactive charts and graphs using Recharts
• Dashboard with comprehensive financial overview
• Bar charts for budget vs. spending analysis
• Real-time financial metrics

Secure Authentication

• Clerk-powered authentication system
• Secure user data management
• Multi-user support

Tech Stack

• Frontend: Next.js 14, React 18, Tailwind CSS
• Authentication: Clerk
• Database: PostgreSQL (Neon)
• ORM: Drizzle ORM
• AI Integration: OpenAI GPT-4
• Charts: Recharts
• UI Components: Radix UI, Lucide React
• Animations: Framer Motion
• Styling: Tailwind CSS with custom animations

Getting Started

Prerequisites

• Node.js 18+ installed
• PostgreSQL database (Neon recommended)
• OpenAI API key
• Clerk account for authentication

Installation

1. Clone the repository

   git clone https://github.com/thanavreddy/FinTrack.git
   cd FinTrack

2. Install dependencies

   npm install

3. Set up environment variables Create a .env.local file in the root directory:

   # Clerk Authentication
   NEXT_PUBLIC_CLERK_PUBLISHABLE_KEY=your_clerk_publishable_key
   CLERK_SECRET_KEY=your_clerk_secret_key
   
   # Database
   DATABASE_URL=your_postgresql_connection_string
   
   # OpenAI
   NEXT_PUBLIC_OPENAI_API_KEY=your_openai_api_key

4. Set up the database

   npm run db:push

5. Run the development server

   npm run dev

6. Open your browser Navigate to http://localhost:3000

Usage

Getting Started

1. Sign up/Sign in using the authentication system
2. Create your first budget by clicking "Create Budget" on the dashboard
3. Add income sources to track your earnings
4. Log expenses and categorize them under your budgets
5. View AI insights on your dashboard for personalized financial advice

Key Features Guide

Creating Budgets

• Navigate to the Budgets section
• Click "Create Budget"
• Choose an emoji icon, set a name, and define the budget amount
• Your budget will appear on the dashboard with spending tracking

Tracking Expenses

• Go to the Expenses section
• Add new expenses with amount, description, and budget category
• View expense history and patterns
• Get AI-powered spending insights

Managing Income

• Access the Income section
• Add multiple income sources
• Track total income vs. expenses
• Monitor your financial health

🔧 Available Scripts

• npm run dev - Start development server
• npm run build - Build for production
• npm run start - Start production server
• npm run lint - Run ESLint
• npm run db:push - Push database schema changes
• npm run db:studio - Open Drizzle Studio for database management

🗄️ Database Schema

The application uses three main tables:

• Budgets: Store budget categories with names, amounts, and icons
• Expenses: Track individual expenses linked to budgets
• Incomes: Manage multiple income streams

Support

If you encounter any issues or have questions:

1. Check the Issues page
2. Create a new issue if your problem isn't already reported
3. Provide detailed information about the problem

Future Enhancements

• Mobile app development
• Investment tracking
• Bill reminders and notifications
• Financial goal setting and tracking
• Multi-currency support
• Export financial reports
• Integration with bank APIs
• Advanced AI financial planning

Project Structure

ai-finance-tracking-1/
├── app/                    # Next.js app directory
│   ├── (auth)/            # Authentication pages
│   ├── (routes)/          # Main application routes
│   │   └── dashboard/     # Dashboard and main features
│   └── _components/       # Shared components
├── components/            # UI components
│   └── ui/               # Reusable UI elements
├── lib/                  # Utility libraries
├── public/               # Static assets
└── utils/                # Application utilities
    ├── dbConfig.jsx      # Database configuration
    ├── schema.jsx        # Database schema
    └── getFinancialAdvice.js # AI integration

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Take control of your finances with AI-powered insights!