Self-developed tool for personal financial insights
Overview
Developed a cloud-based Finance Manager tool that integrates credit card bills, bank statements, investments, and loans to provide unified expense tracking and financial insights.
Functionalities of the Tool
- Integrates credit card bills, bank statements, investments, and loans into one dashboard
- Provides expense tracking, categorization, and filtering by time range or category
- Generates financial insights and visualizations for better decision-making
- Supports secure storage and retrieval of financial records
Technical Details
- Backend: Python (FastAPI) for APIs and business logic
- Database: PostgreSQL for structured transaction data
- Data Pipeline: AWS S3 + Glue for ETL and data analytics
- UI: Appsmith for quick, no-code dashboards and forms
- Deployment: AWS-based (scalable, low-cost cloud infrastructure)
Future Enhancements
- Integration of an AI financial agent for personalized insights and recommendations
- Support for multi-user accounts with authentication and role management
- Expansion to include budget planning, goal tracking, and forecasting
- Potential user acquisition as a SaaS tool, with subscription-based features