FinBuddy

FinBuddy is a full-stack personal finance assistant with three agents: Transaction Watchdog, Income Manager, and Investment Strategist. It includes a FastAPI backend and a React + Vite frontend.

Features

• Dashboard with real weekly activity, trends, and snapshot
• Transactions upload and random/demo seeding
• Agent insights: transaction watchdog, income manager, investment strategist
• Investment calculators (FD, RD, SIP) and product comparisons
• Goals and wallet with XP/levels

Quick Start

Prerequisites

• Python 3.10+ (your environment uses 3.14)
• Node.js 18+

Backend (FastAPI)

1. Install deps:

   Set-Location "D:\Finbuddy\finbuddy\backend"; C:/Python314/python.exe -m pip install -r requirements.txt

2. Environment: create backend/.env (ignored by git):

   SECRET_KEY=change_me
   ALGORITHM=HS256
   DATABASE_URL=sqlite:///./finbuddy.db
   OPENAI_API_KEY=
   

3. Run dev server:

   C:/Python314/python.exe -m uvicorn --app-dir "D:\Finbuddy\finbuddy\backend" main:app --reload

Frontend (React + Vite)

1. Install deps:

   Set-Location "D:\Finbuddy\finbuddy\frontend"; npm install

2. Start dev:

   npm run dev

   The frontend uses a dev proxy to backend at http://127.0.0.1:8000/api.

Auth Flow

• Register: POST /api/register → returns JWT
• Login: POST /api/login → returns JWT
• Attach token as Authorization: Bearer <token>

Demo Data

• Seed random transactions for the logged-in user:

  $base = "http://127.0.0.1:8000"; $headers = @{ Authorization = "Bearer <token>" }
  Invoke-RestMethod -Method POST -Uri "$base/api/transactions/seed-random?days=30&per_day=4&income_ratio=0.35&min_amount=100&max_amount=4000" -Headers $headers

• Seed from CSV at repo root: POST /api/transactions/seed-sample

Key Endpoints

• Dashboard: /api/dashboard/snapshot, /api/dashboard/weekly-activity, /api/dashboard/trends
• Transactions: /api/transactions, /api/transactions/upload, /api/transactions/seed-random, /api/transactions/seed-sample
• Agents: /api/agents/full-analysis, /api/agents/transaction-watchdog, /api/agents/income-manager, /api/agents/investment-strategist
• Investments: /api/investments/* (rates, projections, calculators, recommendations)
• Goals & Wallet: /api/goals, /api/wallet

Development Notes

• Run uvicorn from backend dir or use --app-dir to avoid import errors.
• Without DATABASE_URL, backend falls back to SQLite backend/finbuddy.db.
• If OpenAI key is absent, agents use robust fallbacks for investment data.

Security & Repo Hygiene

• .env, .env.*, .env.example are ignored via root .gitignore.
• History was purged to remove secrets; rotate any keys if previously exposed.

Troubleshooting

• If main:app import fails, start with --app-dir "D:\Finbuddy\finbuddy\backend".
• Frontend dev port conflicts: Vite may choose 5174; check console output.
• 401 Unauthorized: ensure the frontend stores and attaches the JWT.

License

Internal project. Do not distribute.