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AI-Powered Personal Finance Tracker

Upload bank statements, auto-categorize transactions with an LLM classifier, visualize spending trends, and chat with your own financial data through a RAG interface.

365 days access
Intermediate
Total Fee149
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Project preview

Project Overview

Upload bank statements, auto-categorize transactions with an LLM classifier, visualize spending trends, and chat with your own financial data through a RAG interface.

You will learn to:

  • Parse CSV bank statement files and normalize transaction data
  • Use batch LLM calls to auto-categorize transactions at scale
  • Build a RAG interface that answers natural language questions about personal financial data
  • Build financial visualizations: category breakdown, monthly trends, merchant leaderboard
  • Design a product where AI handles the tedious work (categorization) invisibly

Technologies You'll Use

pythonnextjsfastapi

What's Included

  • Detailed Project Requirements
  • Implementation Milestones
  • Submission Checklist
  • Review Guidance
  • Certificate of Completion