Smart Finance Assistant

Manual-first. Privacy-respecting. Chat-powered expense tracker.

Manual control meets smart automation—track every rupee with ease, without compromising privacy.


Features

  • 💬 Log transactions with natural text (food 150)
  • ✍️ Add expenses using guided chat flows or one-click categories
  • 📆 Smart billing cycle tracking for credit cards
  • 💰 Real-time cash-in-hand management with denominations
  • 👨‍👩‍👧 Manual bank account transfers, savings, FD, and investments
  • 📚 Auto-learn new custom categories
  • ✨ Built-in assistant for balance checks, summaries, and history

Why This Project?

Most finance apps rely on automatic SMS or email scanning, or require sensitive bank credentials. This introduces privacy concerns—especially when SMS access exposes personal or unrelated data. Instead, this assistant was built for users who value:

  • Privacy-first design: No auto-fetching, no SMS parsing
  • Full control: Manual inputs, fast and intelligent flows
  • Smart UX: Use just a few taps or words to log transactions

Initially managed via Google Sheets, the concept evolved into a robust, chat-first web app that supports smart flows without compromising personal data.


Built With

  • React.js – Interactive UI and modals
  • TypeScript – Strong typing and structure
  • Tailwind CSS – Rapid UI prototyping and responsiveness
  • Custom NLP Engine – Understands chat inputs like "food 150" or "repay 2000 from HDFC"
  • Context API – Manages account state and transaction logic

Key Components

Component Description
SmartChatInterface.tsx Core UI for the assistant chatbox
enhancedNlpParser.ts Understands freeform input and determines transaction intent
Calculator.tsx Clean dialpad interface for precise amount input
TransactionCards Visual confirmation with edit/delete for every transaction
AccountContext.tsx Manages account balances, credit dues, and cash denominations
Modals Modular views for category selection, account selection, denomination input

Chat Examples & Commands

💬 Transaction Text

Type Example Description
Expense food 150 Food expense of ₹150
Expense groceries 500 Grocery shopping
Income salary 30000 Monthly salary
Transfer save 1000 Move to savings account
Credit Card repay 2000 Credit card repayment
Bank Transfer transfer 500 Bank-to-bank transfer

🧠 Smart Commands

Query Response
show my balance Displays total balance
credit card balance Shows credit card dues
open passbook Opens transaction history
expenses this month Summarizes monthly spend
top 5 expenses Highest value expenses

Chatbox UI Overview

[ + ] [ ₹ ] [ Type input here... ] [Send ➤]
  • +: Opens 8-action panel (Expense, Salary, Save, FD, Invest, Transfer, Repay, Cash)
  • : Opens amount dial pad
  • Text Input: Type transactions or queries
  • Send: Submit to chat

Transaction Color Cards

Type Color Example
Expense 🔴 Red Spent ₹100 on Food from ICICI Bank
Save/FD/Invest 🟡 Yellow Transferred ₹1000 to FD
Transfer 🔵 Blue ₹500 transferred from SBI to HDFC
Repay 🟣 Violet Repaid ₹2000 to Axis Credit Card
Salary 🟢 Green Salary ₹30000 credited to HDFC
Cash ⚪ Gray Cash spent with denomination breakdown

Built With

  • date-fns
  • eslint
  • lucide-react
  • react
  • react-router-dom
  • supabase
  • tailwind-css
  • typescript
  • uuid
  • vite
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