/AequitasIQ-

A financial analysis tool that creates an interactive dashboard to visualize personal income and expenses

Primary LanguageTypeScriptMIT LicenseMIT

AequitasIQ - Personal Finance Dashboard

AequitasIQ is a comprehensive personal finance management system that helps you track expenses, manage bills, and gain insights into your financial health. Built with modern web technologies, it offers an intuitive interface for managing your finances with advanced features like AI-powered transaction categorization and financial advice.

Features

  • 📊 Interactive dashboard with expense tracking and visualization
  • 💰 Transaction management with automatic categorization
  • 📅 Bill tracking and recurring payment management
  • 📈 Financial insights and statistics
  • 🤖 AI-powered financial advisor
  • 📱 Responsive design for desktop and mobile
  • 📤 CSV import functionality
  • 🎯 Budget planning and tracking

Tech Stack

Frontend

  • Next.js 14 with App Router
  • TypeScript
  • TailwindCSS
  • shadcn/ui components
  • Recharts for data visualization
  • React Query for state management

Backend

  • FastAPI
  • SQLAlchemy
  • SQLite database
  • LangChain with Ollama for AI features
  • Pandas for data processing

Quick Start

Prerequisites

  • Docker and Docker Compose
  • Git

Installation

  1. Clone the repository:
git clone https://github.com/Quinta0/AequitasIQ-.git
cd AequitasIQ-
  1. Start the application using Docker Compose:
docker compose up --build

The application will be available at:

Development Setup

Frontend

  1. Navigate to the frontend directory:
cd frontend
  1. Install dependencies:
npm install
  1. Start the development server:
npm run dev

Backend

  1. Navigate to the backend directory:
cd backend
  1. Create a virtual environment:
python -m venv venv
source venv/bin/activate  # On Windows: venv\Scripts\activate
  1. Install dependencies:
pip install -r requirements.txt
  1. Start the development server:
uvicorn main:app --reload

Project Structure

.
├── frontend/
│   ├── app/
│   ├── components/
│   ├── lib/
│   ├── public/
│   └── types/
├── backend/
│   ├── models/
│   ├── schemas/
│   ├── services/
│   ├── crud/
│   └── main.py
└── data/

Features Documentation

Dashboard

The dashboard provides an overview of your financial health with:

  • Monthly expense trends
  • Income vs. expense comparison
  • Recent transactions
  • Upcoming bills
  • Financial metrics like savings rate

Transaction Management

  • Add, edit, and delete transactions
  • Automatic categorization using AI
  • Bulk import via CSV
  • Filter and search capabilities
  • Transaction history visualization

Bill Management

  • Track recurring and one-time bills
  • Set up payment reminders
  • Categorize bills
  • View upcoming payments in calendar view

Financial Insights

  • Category-wise expense breakdown
  • Income source analysis
  • Savings rate tracking
  • Budget vs. actual spending comparison
  • Custom date range analysis

AI Financial Advisor

  • Get personalized financial advice
  • Analyze spending patterns
  • Receive budgeting recommendations
  • Smart transaction categorization

Contributing

We welcome contributions! Please see our Contributing Guide for details.

License

This project is licensed under the MIT License - see the LICENSE file for details.

Support

If you encounter any issues or have questions, please:

  1. Search existing Issues
  2. Create a new issue if needed

Acknowledgments