Overview
A full-stack personal finance analyzer that lets you upload credit card and bank PDFs/CSVs, automatically parse transactions across multiple bank formats, and get AI-powered categorization and spending insights.
Architecture
- React + Vite Frontend — Interactive dashboard with drag-and-drop upload, pie/bar charts, and transaction management
- Node.js/Express Backend — REST API with SQLite database for persistent storage
- Python/Flask Microservice — PDF parsing with PDFPlumber and ML-based categorization
Key Features
- Auto-Parsing: Supports Chase, HDFC, SBI, ICICI, Amex, and Citi statement formats
- AI Categorization: Uses OpenRouter/MiniMax for intelligent spending categorization
- Interactive Dashboard: Recharts-powered pie and bar charts for spending analytics
- Teach Me Mode: Manage categorization rules with retroactive updates
- Subscription Detection: Auto-detect recurring payments
- AI Insights: Personalized spending recommendations
Results
- Parses 6+ bank statement formats automatically
- AI categorization accuracy improves with user feedback via "Teach Me" mode
- Full CRUD transaction management with inline editing