AI Finance Tracker

Live Project: View Live on Vercel

A modern personal finance tracker that combines real-time expense management with AI-powered insights — built using Next.js 13, Tailwind CSS, Firebase, and an embedded RAG chatbot via Chatling AI.

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Overview

AI Finance Tracker helps users monitor income, expenses, and savings in a sleek dashboard, while a built-in chatbot answers natural language questions using context from a curated knowledge base.

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Features

• User Authentication: Secured with Firebase Auth to protect financial data
• Real-Time Database: Uses Firestore to store and fetch expense data instantly
• Transaction Management: Add, edit, and categorize income/expenses
• Chart Visualizations: Dynamic insights powered by Chart.js
• Global State Management: Built with React Context API
• AI Chatbot (RAG): Chatling AI chatbot answers financial questions using a knowledge base
• Toast Notifications: Real-time feedback on user actions
• Modern UI: Built with Tailwind CSS and responsive components

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AI Chatbot Integration (RAG with Chatling AI)

To make the app smarter, a no-code RAG-style chatbot was integrated using Chatling AI:

RAG Architecture Breakdown

Step	Action
1	Uploaded finance docs or generated Q&A-style knowledge base
2	Captured user queries using a text input block
3	Retrieved relevant content from the KB
4	Generated contextual response using an LLM
5	Looped conversation for natural back-and-forth

Example queries: "How much did I spend on food last month?" or "What's my biggest spending category?"

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Tech Stack

Frontend

• Next.js 13
• React
• Tailwind CSS
• Chart.js

Backend

• Firebase Auth
• Firebase Firestore

AI Layer

• Chatling AI (RAG Chatbot)
• OpenAI (via Chatling)
• Optional: FAISS for vector storage

Tooling

• React Context API (state management)
• Toastify (notifications)
• Git + GitHub
• Vercel (deployment)

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🛠️ Getting Started

git clone https://github.com/your-username/ai-finance-tracker.git
cd ai-finance-tracker
npm install
npm run dev

Create .env.local

NEXT_PUBLIC_FIREBASE_API_KEY=your_api_key
NEXT_PUBLIC_FIREBASE_AUTH_DOMAIN=your_project.firebaseapp.com
NEXT_PUBLIC_FIREBASE_PROJECT_ID=your_project_id
NEXT_PUBLIC_FIREBASE_STORAGE_BUCKET=your_project.appspot.com
NEXT_PUBLIC_FIREBASE_MESSAGING_SENDER_ID=1234567890
NEXT_PUBLIC_FIREBASE_APP_ID=1:1234567890:web:abcdefghijk

Add OPENAI_API_KEY if needed.

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License

MIT License — 2025