Project Story

About the Project

The idea for this project was inspired by the growing need for financial literacy in our communities. Many people, especially students and young professionals, struggle to manage their finances effectively due to a lack of accessible, engaging, and personalized learning tools. This app was built to bridge that gap by combining AI with gamification to make financial education more interactive and impactful.

What We Built

We created a full-stack web application called FinSight with the following features:

• AI-Powered Quiz: Personalized quizzes generated by AI based on financial topics to test and expand the user's knowledge.
• "What If" Simulators: Scenario-based simulations to visualize the financial impact of choices like increasing savings, taking loans, or adjusting investments.
• Daily Digest: A stream of financial news with AI-powered summaries and analysis to help users understand how global events affect their personal finances.
• Decode My Statement: An expense analyzer that uses OCR and AI to parse uploaded bank statements and categorize spending patterns.
• Finance Challenges: A gamified challenge system where users complete financial tasks and earn badges, encouraging healthy money habits.

How We Built It

• Frontend: React.js with Bootstrap for a responsive and engaging UI.
• Backend: Node.js and Express.js with MongoDB for data storage.
• AI Integration: Google Gemini API for prompt-based quiz generation, and AI models from Hugging Face for statement parsing and categorization.
• OCR: Tesseract.js for extracting text from uploaded PDF statements.
• Authentication: JWT-based user login and secure data access.

What We Learned

Throughout the development process, we learned how to:

• Integrate AI into real-world applications.
• Use OCR for document analysis.
• Build adaptive UI/UX experiences using React.
• Design a full-stack app architecture with authentication and secure APIs.
• Handle real-time feedback and gamification elements to boost user engagement.

Challenges Faced

• Ensuring accurate parsing of financial data from varied bank statement formats.
• Avoiding repetitive AI-generated prompts.
• Managing state effectively in a multi-feature application.
• Balancing gamification with meaningful financial insights.

Conclusion

This project was a step toward creating a practical and accessible solution to enhance financial awareness. With more development, we aim to turn FinSight into a go-to companion for anyone looking to master personal finance in a fun and intelligent way.

Built With

• api
• bootstrap
• chart.js
• express.js
• gemini
• jwt
• mongodb
• multer
• node.js
• react
• react-router-dom
• tesseract.js