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An AI-powered tool for managing personal finances with features like budget recommendations, expense categorization, and forecasting.

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nirajdsouza/personal-finance-assistant-ai-agent

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Personal Finance Assistant

An AI-powered tool for managing personal finances with features like budget recommendations, expense categorization, and forecasting. Developed to enhance my AI/ML skills.


Features

  • Predictive Expense Categorization: Classifies expenses based on transaction descriptions.
  • Budget Recommendations: Suggests monthly budgets based on income and past expenses.
  • Expense Forecasting: Predicts future expenses using time-series analysis.

Tech Stack

  • Backend: Python
  • ML Libraries: NumPy, Pandas, Scikit-learn, Statsmodels
  • Interface: Streamlit

Steps to Run

  1. (Optional) Add more data in the data folder

  2. (Optional)Train models:

    python training/train_classifier.py
    python training/train_regressor.py
    python training/train_forecaster.py 
  3. Run the app:

    streamlit run main.py
  4. Access the app at http://localhost:8501.


Machine Learning Models

  • Predictive Expense Categorization: Logistic Regression
  • Budget Recommendations: Linear Regression
  • Expense Forecasting: Exponential Smoothing (Time-Series)

License

MIT License.

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An AI-powered tool for managing personal finances with features like budget recommendations, expense categorization, and forecasting.

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