MoneyDump: AI-Powered Financial Wellness Platform 💰🤖

MoneyDump is a next-generation financial management tool that eliminates the friction of manual expense tracking using Natural Language Processing (NLP) and provides expert financial coaching through a Dual-RAG (Retrieval-Augmented Generation) engine.

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🚀 Quick Start Guide

1. Prerequisites

• Node.js (v18 or higher)
• Python (v3.10 or higher)
• An OpenAI API Key (or Gemini/Claude if configured)

2. Backend Setup (FastAPI)

Navigate to the API directory:

cd budget-tracker-api

Create and activate a virtual environment:

python -m venv venv
# Windows:
.\venv\Scripts\activate
# Mac/Linux:
source venv/bin/activate

Install dependencies:

pip install fastapi uvicorn sqlalchemy chromadb langchain-text-splitters python-dotenv openai

Configure Environment Variables: Create a .env file in the budget-tracker-api folder (or edit the existing one):

OPENAI_API_KEY=your_key_here
DATABASE_URL=sqlite:///./budget.db
KNOWLEDGE_BASE_PATH=../knowledge_base
VECTOR_DB_PATH=../vector_db
SECRET_KEY=your_secret_key

Initialize & Seed the Database: There are two ways to seed the database:

• Fast Seed (API directory): python seed.py
• Full Demo Data (Root directory): python populate_db.py (Indexes 3 months of history and generates reports).

Index the Knowledge Base (for Wealth Wisdom):

python -m app.rag_manager

Start the Backend Server:

uvicorn app.main:app --reload

The API will be available at http://localhost:8000.

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3. Frontend Setup (React + Vite)

Open a new terminal and navigate to the frontend directory:

cd BudgetTracker

Install dependencies:

npm install

Start the Development Server:

npm run dev

The application will be available at http://localhost:5173.

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🧠 Key Features

• MoneyDump Interface: Log expenses, income, and goals by simply typing or speaking in natural language.
• Wealth Wisdom (Expert RAG): A dedicated chat interface powered by 5 world-renowned financial bestsellers.
• AI Auditor: Get professional-grade audits of your spending with historical tracking and a 0-100 financial health score.
• Multi-Theme UI: Choose from premium themes like Cyberpunk, Synthwave, and Emerald (powered by DaisyUI).
• Local-First Security: API keys are stored in your browser, and financial data is handled securely via FastAPI.

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🛠️ Tech Stack

• Frontend: React, Vite, Tailwind CSS, DaisyUI, Lucide React.
• Backend: Python, FastAPI, SQLAlchemy, ChromaDB (Vector Store).
• AI: OpenAI/Gemini/Ollama, LangChain (for RAG orchestration).

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📄 MSc Project Documentation

For deeper insights into the project, refer to:

• System Architecture
• Project Proposal
• Presentation Slides