SpendSense

SpendSense is a personal finance tracker that fetches transactions via Plaid, uses AI to categorize them automatically, and helps you manage budgets and financial goals.

Features

• Fetch transactions from bank accounts
• AI-powered transaction categorization
• Edit transaction amount, category, and notes
• Filter transactions by category
• Monthly Budget
  • Set budget amounts per category
  • Track total spending vs budgeted
• Financial Goals
  • Add goals with target amounts
  • Track progress dynamically with color-coded progress bars
  • Assign incomes to goals to see amount saved and remaining

Prerequisites

• Python 3.11+
• Node.js 18+
• MongoDB running locally

Backend Setup

cd backend
python -m venv venv
source venv/bin/activate
pip install -r requirements.txt
python app.py

Backend runs on http://localhost:5001.

Frontend Setup

cd frontend
npm install
npm run dev

Frontend runs on http://localhost:5173.

Notes

• AI categorization requires torch and internet access to download the model.
• MongoDB must be running locally.
• Budget and Goals data are stored in MongoDB collections (budgets, goals, incomes) and are dynamically displayed in the frontend.
• Progress bars for goals are color-coded based on completion percentage and show the exact percentage on hover.