Finance-Manager

A Spring Boot-based Finance Manager that utilizes AI-driven categorization and AI Chatbot to help users manage their finances effectively.

Features

• AI-Powered Categorization: Automatically categorize transactions.
• AI Chatbot: Help users maintain financial stability.
• Transaction Management: Add and delete financial transactions.
• Interactive Dashboard: Visualize expenses and trends.
• Secure Authentication: User login and data protection.
• Task Management: Add and delete tasks.

Technologies Used

• Java 23
• Spring Boot (Backend)
• Hibernate & JPA (Database ORM)
• MySQL (Database Storage)
• HTML&CSS & JavaScript (Frontend)
• Maven (Build Tool)

Setup & Installation

1️⃣ Clone the Repository

Clone the repository to your local machine:

git clone https://github.com/Kaloyanov5/finance-manager.git
cd finance-manager

2️⃣ Database Setup

Ensure you have MySQL installed and running.

• Run the schema setup script:

CREATE DATABASE finance_manager;

3️⃣ Create & Configure application.properties

• Create application.properties files in src/main/resources/
• Copy the contents of src/main/resources/application.properties.example and paste them in the application.properties file
• Assign working values to the variables:
  • Database configuration (IP and port the server is running on, name of database, user and the password to the user)
  • Gemini API key (you can get your API key from here -> https://aistudio.google.com/apikey)
  • Secret key (generate a 256 bit key here -> https://jwtsecret.com/generate)

4️⃣ Configure JavaScript URLs (optional)

If you are not running the project locally, change the URLs in src/main/resources/static/scripts.js

5️⃣ Build and Run the Application

Using Maven:

mvn clean install
mvn spring-boot:run

Using IntelliJ IDEA:

• Open the project in IntelliJ.
• Run FinanceManagerApplication.java.

Usage

1. Register or log in to your account.
2. Add transactions manually.
3. View categorized expenses.
4. Use the dashboard:
   • Track expenses.
   • Add and delete tasks.
   • Chat with AI-powered Finance Chatbot.

License

This project is open-source and available under the MIT License.

Contributing

Pull requests are welcome! Please open an issue for major changes before submitting PRs.