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Personal Finance Manager

A Streamlit-based personal finance manager with local AI processing using Ollama for intelligent transaction classification.

Features

  • Database integration for transaction management
  • AI-powered transaction classification using Ollama
  • Financial dashboard with multiple analysis tabs
  • Custom category management
  • Budget planning and tracking
  • Advanced financial analytics and forecasting
  • RAG-powered financial chat assistant
  • Data export functionality (CSV/Excel)

Setup

  1. Install dependencies:
pip install -r requirements.txt
  1. Set up environment variables:
  • OPENAI_API_KEY (Optional, for OpenAI integration)
  • Database configuration (automatically handled by Replit)
  1. Run the application:
streamlit run main.py

Project Structure

  • components/: UI components and pages
  • models/: Database models and data access
  • services/: Business logic and external services
  • utils/: Helper functions and utilities
  • tests/: Test suite

Contributing

  1. Fork the repository
  2. Create a feature branch
  3. Make your changes
  4. Submit a pull request

License

MIT License