💰 FinTrack

A full-stack personal finance management application with a professional dark SaaS dashboard, JWT authentication, AI-powered insights, and real-time investment tracking.

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📋 Table of Contents

• Overview
• Screenshots
• Features
• Project Structure
• Installation
• Usage
• Tech Stack
• Roadmap

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🔍 Overview

FinTrack is a personal finance application that helps you manage income, expenses, budgets, and investments in one place. It features a professional dark-themed SaaS dashboard with interactive Chart.js visualizations, JWT-based user authentication, and an AI assistant powered by the Claude API for spending analysis, savings tips, and natural language transaction parsing.

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📸 Screenshots

Dashboard

Analytics

Budget

Investments

Categories

AI Assistant

AI Spending Analysis

AI Savings Tips

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✨ Features

Feature	Description
🔐 Authentication	JWT-based register, login and logout with bcrypt password hashing
💸 Transactions	Add, edit, delete income & expense records
🗂️ Categories	Organize transactions by custom categories
🎯 Budget Goals	Set monthly spending limits with progress tracking
📊 Charts	Interactive Chart.js visualizations across all pages
📈 Investments	Track BIST, NYSE/NASDAQ and crypto portfolios in real-time
🤖 AI Assistant	Claude-powered spending analysis, savings tips & natural language input
💬 Natural Language	Add transactions by typing plain text ("spent 150 TL on groceries")
🌐 Landing Page	Professional marketing page with hero, features and screenshots

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📁 Project Structure

finance-tracker/
├── data/
│   └── finance.db
├── src/
│   ├── models/
│   │   ├── database.py
│   │   ├── category.py
│   │   ├── transaction.py
│   │   └── budget.py
│   ├── services/
│   │   ├── transaction_service.py
│   │   ├── budget_service.py
│   │   ├── recurring_service.py
│   │   ├── auth_service.py
│   │   └── ai_service.py
│   ├── reports/
│   │   └── charts.py
│   └── investments/
│       └── stock_tracker.py
├── web/
│   ├── templates/
│   │   ├── base.html
│   │   ├── landing.html
│   │   ├── login.html
│   │   ├── register.html
│   │   ├── index.html
│   │   ├── summary.html
│   │   ├── budget.html
│   │   ├── investments.html
│   │   ├── categories.html
│   │   └── ai.html
│   ├── static/
│   │   ├── css/style.css
│   │   ├── js/main.js
│   │   └── screenshots/
│   ├── __init__.py
│   └── routes.py
├── app.py
├── main.py
├── config.py
├── requirements.txt
└── README.md

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⚙️ Installation

1. Clone the repository

git clone https://github.com/bilgenurpala/finance-tracker.git
cd finance-tracker

2. Install dependencies

py -m pip install -r requirements.txt

3. Configure API key

Create a config.py file in the root directory:

import os

BASE_DIR = os.path.dirname(os.path.abspath(__file__))
DATABASE_PATH = os.path.join(BASE_DIR, "data", "finance.db")
CURRENCY = "TL"
SECRET_KEY = "your-secret-key-here"
ANTHROPIC_API_KEY = "your-api-key-here"  # Get from console.anthropic.com

4. Run the application

py app.py

Then open http://127.0.0.1:5000 in your browser.

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🚀 Usage

Getting Started

1. Navigate to http://127.0.0.1:5000
2. Click Get Started to create an account
3. Log in and access your personal dashboard

Web Dashboard

Use the sidebar to navigate all features:

• Dashboard — Monthly stats, income vs expense chart, category breakdown
• Analytics — Monthly summary with interactive charts
• Budget — Set and track budget goals with progress bars and charts
• Investments — Add and track BIST, NYSE/NASDAQ, and crypto portfolios with P&L charts
• Categories — Manage income and expense categories
• AI Assistant — Claude-powered spending analysis, savings tips, and natural language transaction input

AI Assistant

Navigate to /ai to use AI features:

• Spending Analysis — Detailed monthly breakdown with insights
• Savings Tips — Personalized recommendations based on your data
• Natural Language Input — Type transactions in plain text:
  • "spent 200 TL on groceries today"
  • "received 5000 TL salary"

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🛠️ Tech Stack

Tool	Purpose
Python 3.12	Core language
Flask	Web framework
SQLite	Local database
Flask-JWT-Extended	JWT authentication
bcrypt	Password hashing
Jinja2	HTML templating
Chart.js	Interactive charts
Claude API	AI spending analysis & NLP
Anthropic SDK	Claude API client
yfinance	Real-time stock & crypto prices
Rich	Terminal UI
Matplotlib	Terminal charts

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🗺️ Roadmap

• Terminal application
• Flask web interface
• Professional dark SaaS dashboard
• Interactive Chart.js visualizations
• Real-time investment tracking with P&L
• AI-powered spending analysis (Claude API)
• Natural language transaction input
• Landing page
• User authentication (JWT + bcrypt)
• Multi-currency support
• Export to CSV/PDF

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📄 License

This project is licensed under the MIT License.