FinWell - Not Just Tracking. Transforming.

FinWell is a modern, AI-powered financial management platform designed to provide insights to the user by analyzing their transaction history and thus help users track, analyze, and optimize their spending habits in a smart, interactive way. With seamless PDF parsing, AI-generated insights, goal tracking — FinWell makes managing money feel less like a chore and more like a win.

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✨ Features

• Dashboard Overview: Get a quick summary of your financial health, including total income, expenses, savings, and visual spending analytics.
• AI-Powered Insights: Receive actionable financial suggestions, alerts, and even humorous taunts powered by Google's Gemini AI.
• Transaction Management: Upload bank statements (PDF) or manually input transactions. Auto-categorized and stored securely.
• Goal Setting: Create financial goals (e.g. emergency fund, vacation, rent) with target timelines and real-time progress.
• Reports & Visuals: Detailed breakdowns, trend detection, category-wise charts, and daily expense timelines.
• Security First: Supabase-authenticated access for protecting sensitive data.

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🛠 Tech Stack

• Frontend: React, TypeScript, TailwindCSS, shadcn/ui, Lucide Icons
• Backend: Supabase (DB, Auth), Flask (PDF parsing API)
• AI Integration: Google Gemini API (text analysis)
• Build Tool: Vite
• State Management: React Query
• Animations: TailwindCSS Animate

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🚀 Installation

Prerequisites

• Node.js (v16 or higher)
• npm or yarn
• Supabase project with URL & anon key

Steps

# 1. Clone the repository
$ git clone https://github.com/your-repo/finwell-dashboard.git
$ cd finwell-dashboard

# 2. Install frontend dependencies
$ cd client
$ npm install

# 3. Install backend (Flask) dependencies
$ cd ../server
$ npm install

# 4. Add environment variables
# In server/.env
SUPABASE_URL="your-supabase-url"
SUPABASE_KEY="your-supabase-key"

# 5. Run the project
# Frontend
$ cd client && npm run dev

# Backend (Flask or Node)
$ cd ../server && npm start

# Access the app at http://localhost:3000

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💠 Development Scripts

Frontend

• npm run dev – Start Vite dev server
• npm run build – Build production app
• npm run preview – Preview prod build

Backend

• npm start – Start Flask server

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🤝 Contributing

Contributions are welcome! Follow the steps:

1. Fork the repo
2. Create a feature branch
3. Push your changes
4. Open a Pull Request ✨

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🙏 Acknowledgments

• Supabase for auth & DB
• Lucide Icons for icon set
• Google Gemini for AI insights
• TailwindCSS for design system
• Shadcn/ui for polished React components

Built at AIRAVAT Hackathon by IEEE SPIT by team MindFlairs