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AI-driven personal finance assistant for smart ledger, budgeting, expense tracking, and investment insights, with voice-enabled interactions.

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💸 FinSage AI – Smart Personal Finance & Wealth Assistant

A voice-enabled finance management app that tracks income, expenses, goals, and generates smart insights, powered by AI.


📌 Project Summary

FinSage AI is a personal finance desktop app that integrates:

  1. Smart Ledger with Voice Input

    • 🎙️ Add transactions using voice commands
    • 📋 Tracks income, expenses, categories, and dates with real-time UI updates
  2. Automated Reports + Filters

    • 🧾 Generate PDF reports with filters (date, city, province, party)
    • 📊 View summaries of balances and transactions by category or location
  3. AI-Driven Insights (Upcoming)

    • 📈 Forecast savings, expenses, and budgets using LSTM models
    • 🤖 Integrated chatbot for financial planning tips

🧠 How it Works

🎙️ Voice Ledger Entry

  • Voice commands (via SpeechRecognition) converted into text
  • Parses entries like: "Add expense 1200 groceries"
  • Stores data in structured format in SQLite or Supabase

🧾 Report Generation

  • Select filters (city, date range, party name, province)
  • Auto-generates styled PDF using FPDF / ReportLab
  • Reports include transaction breakdowns and balance charts

📊 Financial Overview & Goals

  • Track goals like “Save 10k/month” or “Limit food to 5k”
  • Visual dashboards for category-wise spending
  • Daily, weekly, monthly summaries using matplotlib

🧰 Tech Stack

Category Tools / Frameworks
Language Python 3.10+
UI Framework Flutter
Voice Input SpeechRecognition
Data Storage SQLite / Supabase
Report Generation FPDF, ReportLab
Visualization Matplotlib
ML Forecasting (*) LSTM (Keras / TensorFlow)
NLP Chatbot (*) Gemini AI / OpenAI API

* in future versions (v4–v5)


⚙️ How to Run the Project

🔧 1. Clone the Repository

git clone https://github.com/your-username/FinSageAI.git
cd FinSageAI

🔧 2. Install Dependencies

pip install -r requirements.txt

🔧 3. Set Credentials

  • Set Supabase config in database.py
  • Add Gemini/OpenAI keys for future ML/NLP features

🚀 4. Launch App

python main.py

✨ Features

  • ✅ Voice-powered income/expense tracking
  • ✅ Custom filters for PDF report generation
  • ✅ User goal setting and budget visualization
  • ✅ Secure login and data persistence
  • 🔜 AI-based forecasting and finance chatbot

🔮 Future Plans

  • 📈 Integrate LSTM-based savings/expense prediction
  • 🗣️ Launch AI chatbot for smart money guidance
  • ☁️ Sync data with cloud for mobile version
  • 📱 Release Android/iOS version
  • 🧠 Add anomaly detection (fraud/overspending alerts)

📩 Contact

👤 Usama Shahid 📧 Email: shaikhusama541@gmail.com

Feel free to reach out for:

  • 🤝 Collaborations or use cases
  • 💬 Suggestions or improvements
  • 🧪 Customization or integration support

📜 License

This project is under academic and innovation license — fork, learn, and credit accordingly. Let’s innovate personal finance together 💡


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AI-driven personal finance assistant for smart ledger, budgeting, expense tracking, and investment insights, with voice-enabled interactions.

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