Personal Finance Tracker with Full Stack Bank Statement Analysis
Group: Capstone Project
|Product Category: BI Reporting & Analytics
|Sub Category: Data Analysis
About this Product
Personal Finance Analyzer is an intermediate, full-stack capstone project that helps individuals understand their spending habits by uploading bank statement CSVs and getting instant, automated financial insights through a polished analytics dashboard — all without sharing data with any third-party service.
With this project, you'll build a system that can:
- Upload bank statement CSVs via drag-and-drop with auto detection of SBI, HDFC, ICICI, Axis, and Kotak formats
- Automatically categorize transactions into 10 categories — Food, Travel, Shopping, Bills, Entertainment, Health, and more
- Detect payment modes — UPI, Card, NEFT, IMPS, ATM, and Salary — from transaction descriptions
- Display KPI summary cards — Total Income, Total Spent, Net Balance, and Transaction Count
- Visualize spending by category (donut chart) and monthly income vs. spending trends (bar + line chart)
- Browse transactions through a paginated, searchable, and filterable ledger
This project teaches you practical skills like:
- Full-stack development with Fast API and Next.js
- JWT-based authentication and bcrypt password security
- Intelligent CSV parsing with Pandas — multi-bank format support and regex-based classification
- Building REST APIs with filtering, pagination, and search
- Data visualization with Recharts and state management with Zustand
It uses Python, Fast API, SQL Alchemy, PostgreSQL, Next.js 16, React 18, TypeScript, Tailwind CSS, Recharts, and Axios.
Why this project matters:
Personal finance tools are universally relatable and interview friendly. This project demonstrates real-world skills — file parsing, data categorization, secure auth, and interactive dashboards — in a product that anyone can immediately understand and use.
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