Easy Budget - Personal Finance Management App

A comprehensive personal finance management application with AI-powered insights to help users track spending, analyze patterns, and make better financial decisions.

🚀 Features

Backend API (Spring Boot)

• Transaction Management: CRUD operations for personal transactions
• AI-Powered Insights: OpenAI integration for intelligent spending analysis
• Category-based Analysis: Track spending by categories (Food, Bills, Entertainment, etc.)
• RESTful API: Clean, documented endpoints for easy integration

Mobile App (React Native/Expo)

• Cross-platform: Works on iOS and Android
• Modern UI: Beautiful, intuitive interface
• Real-time Updates: Sync with backend API
• Offline Support: Local data caching

AI Insights

• Spending Pattern Analysis: Identifies excessive spending in specific categories
• Personalized Recommendations: AI-generated advice for saving money
• Smart Categorization: Automatic transaction categorization
• Financial Health Monitoring: Tracks overall financial wellness

🏗️ Architecture

easy_budget/
├── api/                    # Spring Boot Backend
│   ├── controller/        # REST API endpoints
│   ├── service/          # Business logic layer
│   ├── model/            # JPA entities
│   ├── repository/       # Data access layer
│   └── infrastructure/   # External service clients
├── mobile/               # React Native Frontend
│   ├── app/             # Main app screens
│   ├── components/      # Reusable UI components
│   └── hooks/          # Custom React hooks
└── docker-compose.yaml  # Database setup

🛠️ Technology Stack

Backend

• Java 21 with Spring Boot 3.5.3
• Spring Data JPA for database operations
• PostgreSQL for data persistence
• OpenAI API for AI-powered insights
• Maven for dependency management

Frontend

• React Native with Expo
• TypeScript for type safety
• Expo Router for navigation
• Custom UI Components for consistent design

Infrastructure

• Docker Compose for local development
• PostgreSQL database
• RESTful API design

🚀 Quick Start

Prerequisites

• Java 21
• Node.js 18+
• Docker and Docker Compose
• OpenAI API key

1. Clone the Repository

git clone https://github.com/yourusername/easy_budget.git
cd easy_budget

2. Set Up Environment Variables

Create api/src/main/resources/application.properties:

spring.datasource.url=jdbc:postgresql://localhost:5432/easy_budget
spring.datasource.username=postgres
spring.datasource.password=password
openai.api.key=your_openai_api_key_here

3. Start the Database

docker compose up -d

4. Run the Backend API

cd api
chmod +x ./mvnw
./mvnw clean install
mvn spring-boot:run

5. Run the Mobile App

cd mobile
npm install
npx expo start

📱 API Endpoints

Transactions

• GET /transactions - Get all transactions
• GET /transactions/{id} - Get specific transaction
• POST /transactions - Create new transaction
• PUT /transactions/{id} - Update transaction
• DELETE /transactions/{id} - Delete transaction
• GET /transactions/category/{category} - Get transactions by category
• GET /transactions/category/{category}/total - Get total spending by category

Insights

• GET /transactions/insights - Get AI-powered spending insights

🤖 AI Features

The app uses OpenAI's GPT-4 to provide intelligent financial insights:

• Spending Pattern Recognition: Identifies excessive spending in categories like fast food
• Cost-Saving Recommendations: Suggests alternatives and money-saving strategies
• Financial Health Analysis: Provides overall financial wellness assessment
• Personalized Advice: Tailored recommendations based on individual spending habits

🎯 Use Cases

• Budget Tracking: Monitor daily spending and stay within budget limits
• Expense Analysis: Understand where money is being spent
• Financial Planning: Use AI insights to make better financial decisions
• Spending Optimization: Identify areas to reduce unnecessary expenses

🔧 Development

Backend Development

cd api
mvn spring-boot:run

Frontend Development

cd mobile
npx expo start

Database Management

docker compose up -d    # Start database
docker compose down     # Stop database

📊 Project Structure

Backend Services

• TransactionService: Handles transaction CRUD operations
• InsightsService: Manages AI-powered financial insights
• OpenAiService: Integrates with OpenAI API for analysis

Frontend Components

• Tab Navigation: Explore and main dashboard
• Transaction List: View and manage transactions
• Insights Display: Show AI-generated recommendations

🤝 Contributing

1. Fork the repository
2. Create a feature branch (git checkout -b feature/amazing-feature)
3. Commit your changes (git commit -m 'Add amazing feature')
4. Push to the branch (git push origin feature/amazing-feature)
5. Open a Pull Request

📄 License

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

🙏 Acknowledgments

• OpenAI for providing the AI capabilities
• Spring Boot team for the excellent framework
• Expo team for the React Native development platform