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Budget Buddy is a modern AI-powered personal finance management application that helps users track expenses, manage budgets, and gain intelligent insights into their spending patterns with beautiful data visualizations and comprehensive analytics.

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💰 FinBuddy - Smart Personal Finance Manager with KautilyaAI

Live Demo Version License Build Status PWA Ready Code Quality Security

React TypeScript Firebase Tailwind CSS KautilyaAI Arthashastra Currency

Take control of your finances with intelligent insights, beautiful design, and powerful features. FinBuddy transforms how you manage money with KautilyaAI-powered analysis, seamless mobile experience, and comprehensive budget tracking powered by ancient Arthashastra wisdom.

Perfect for: Students, professionals, families, and anyone who wants to improve their financial health with modern AI technology.

Try it now: https://finbuddy-2025.web.app

🌟 Key Features

🤖 KautilyaAI Co-Pilot - Revolutionary in v2.6.0

The world's first AI financial assistant that combines 2,300-year-old Arthashastra wisdom with modern Google Gemini 2.0 Flash technology.

  • 🔱 Ancient Wisdom Integration: Apply Chanakya's economic principles to modern financial decisions
  • 📊 Comprehensive Analysis: Reads and analyzes ALL your financial data for deep insights
  • 🧠 Cultural Intelligence: Understands Indian financial culture, festivals, and family obligations
  • 💬 Natural Language Guidance: Ask questions in plain language and get wisdom-based responses
  • ⚖️ Arthashastra Principles:
    • Kosha Mula Danda (कोष मूल दण्ड) - Financial foundation building
    • Mitavyaya (मितव्यय) - Moderate spending for prosperity
    • Arthagama Vyaya (अर्थागम व्यय) - Income vs expense balance
    • Sangraha Pariraksha (संग्रह परिरक्षा) - Wealth accumulation strategies
    • Kala Yoga (काल योग) - Right timing for financial decisions

� Metrics Explorer (BETA) - New in v2.7.0

Professional-grade analytics platform bringing enterprise-level financial insights to personal finance management.

  • 🎯 Simple Dashboard: Quick financial insights with pre-built charts and visualizations
  • 🔧 Advanced Query Builder: Dynatrace-style interface for creating custom financial metrics
  • 📈 Multiple Visualizations: Bar, line, donut, and table charts for comprehensive analysis
  • 🎛️ Dynamic Filtering: Real-time filtering by category, people, date ranges, and custom dimensions
  • ⚡ Real-time Analytics: Instant data processing and visualization updates
  • 📱 Responsive Design: Optimized layouts for desktop (multi-column) and mobile (single-column)
  • 🔍 Custom Metrics: Build your own KPIs with multiple aggregation methods (sum, count, average, rate)
  • 💾 Export Capabilities: Download your insights for external analysis and reporting

�💰 Smart Expense Tracking

  • Quick Entry: Add expenses in seconds with smart categorization
  • Receipt Scanning: Upload and attach receipts to your expenses
  • People Tracking: Track shared expenses and split costs with friends and family
  • Recurring Templates: Set up templates for regular expenses to save time

📈 Intelligent Budget Management

  • Visual Budget Tracking: See exactly where your money goes with beautiful charts
  • Real-time Alerts: Get notified when you're approaching budget limits
  • Multiple Timeframes: Set daily, weekly, monthly, or custom budget periods
  • Category Budgets: Create separate budgets for different spending categories
  • Historical Analysis: Month selector to view budget performance across different time periods

📱 Application-Based Expense Tracking - New in v2.8.0

Revolutionary platform categorization that understands the Indian digital ecosystem.

  • 🇮🇳 Indian App Library: Comprehensive collection of popular Indian apps across all categories

    • Food Delivery: Swiggy, Zomato, UberEats, Dunzo
    • E-commerce: Amazon, Flipkart, Myntra, Nykaa, BigBasket, Blinkit/Grofers, JioMart, Meesho
    • Transportation: Ola, Uber, Rapido, Metro, IRCTC, RedBus
    • Entertainment: Netflix, Amazon Prime, Disney+ Hotstar, Zee5, SonyLIV, YouTube Premium, Spotify, BookMyShow
    • Financial Services: Paytm, PhonePe, Google Pay, CRED, MobiKwik
    • Healthcare: Practo, 1mg, PharmEasy
    • Education: BYJU'S, Unacademy, Vedantu
    • Travel: MakeMyTrip, Cleartrip, Goibibo, OYO, Airbnb
  • 💰 Smart Defaults: Automatic "Cash" option for offline transactions, "Other" for unlisted platforms

  • 🎯 Category Intelligence: Apps are automatically categorized, but you can override as needed

  • 📊 Platform Analytics: Track spending patterns across different apps and platforms

  • 🔍 Quick Discovery: Easy search and selection with app icons and category groupings

🧠 AI-Powered Insights

  • Spending Analysis: Get intelligent insights about your spending patterns with cultural context
  • Financial Health Score: See how you're doing financially with comprehensive wisdom-based scoring
  • Personalized Recommendations: Receive AI-generated tips combining modern finance with ancient wisdom
  • Trend Detection: Identify spending trends and habits with Arthashastra principle analysis

📱 Modern User Experience

  • Mobile-First Design: Optimized for smartphones with intuitive touch controls
  • Progressive Web App: Install on your phone for native app experience
  • Dark/Light Themes: Choose your preferred appearance for comfortable viewing
  • Offline Support: Continue tracking expenses even without internet connection

🏆 Achievement System

  • Financial Goals: Set and track progress toward your financial objectives
  • Achievement Badges: Earn rewards for good financial habits
  • Streak Tracking: Build momentum with spending-free days and saving streaks
  • Level System: Progress through levels as you improve your financial health

📊 Professional Analytics

  • Interactive Charts: Beautiful visualizations powered by professional chart libraries
  • Spending Trends: See your spending patterns over time with wisdom insights
  • Category Breakdown: Understand which categories consume most of your budget
  • Comparative Analysis: Compare current performance with previous periods

🚀 Getting Started

For Users

  1. Visit https://finbuddy-2025.web.app
  2. Sign in with your Google account
  3. Add your first expense using the "+" button
  4. Chat with KautilyaAI for personalized financial wisdom
  5. Set up a budget to start tracking your financial goals
  6. Explore insights to understand your spending patterns with ancient wisdom

Mobile Installation (PWA)

  1. Open FinBuddy in your mobile browser
  2. Look for the "Install App" prompt or use browser menu
  3. Add to Home Screen for native app experience
  4. Enjoy offline access and KautilyaAI guidance

🎨 What's New in v2.7.0

📊 Metrics Explorer (BETA) - Professional Analytics Platform

  • Advanced Financial Analytics: Dynatrace-style interface bringing enterprise-level insights to personal finance
  • Dual Interface: Simple dashboard for quick insights + Advanced Query Builder for custom analytics
  • Multiple Chart Types: Bar, line, donut, and table visualizations with real-time data processing
  • Dynamic Filtering: Filter by category, people, date ranges, and custom dimensions
  • Responsive Design: JavaScript-based layout engine with desktop multi-column and mobile single-column optimization
  • Export Capabilities: Download insights for external analysis and reporting

🔧 Technical Architecture Improvements

  • Mobile Detection Engine: JavaScript-based responsive detection replacing Tailwind responsive classes
  • Component Optimization: Enhanced analytics components with improved performance
  • Layout Fixes: Resolved desktop vertical stacking issues with proper horizontal layouts
  • Build System: Enhanced development workflow with better debugging capabilities

📚 Documentation Infrastructure Overhaul

  • Complete Documentation System: Comprehensive user and developer guides with consistent design
  • Navigation Fixes: Resolved all broken internal and external documentation links
  • Design Standardization: Uniform headers, footers, and CSS frameworks across all pages
  • Monitoring Integration: Added Dynatrace monitoring to all documentation pages

🎨 UI/UX Enhancements

  • Modal Consistency: Fixed budget modal width to match application-wide standards
  • Navigation Cleanup: Removed legacy AI Analyzer components for streamlined user experience
  • BETA Badge System: Clear labeling for experimental features with professional styling

🤖 KautilyaAI Co-Pilot Continued Excellence

  • Ancient Wisdom Integration: World's first AI combining Chanakya's Arthashastra with modern finance
  • Comprehensive Analysis: Advanced financial insights using 7 Firestore collections
  • Cultural Intelligence: Understanding of Indian financial culture and practices
  • Sanskrit Terminology: Natural integration of financial concepts in Sanskrit
  • Wisdom-Only Mode: Currently focusing on providing guidance and analysis (READ-only for enhanced training)

🔱 Arthashastra Principles Implementation

  • Treasury Foundation: Emergency fund guidance based on Kosha Mula Danda
  • Moderate Spending: Budget optimization using Mitavyaya principles
  • Income Balance: Financial health analysis through Arthagama Vyaya
  • Wealth Building: Long-term strategies via Sangraha Pariraksha
  • Perfect Timing: Purchase and investment timing using Kala Yoga

📚 Documentation

🏆 What's New in v2.5.4

  • Enhanced UI/UX: Added descriptive text labels for all expense page action icons to improve user guidance
  • Typography Standardization: Unified all chart components to use consistent Titillium Web font family
  • Theme Integration: Comprehensive dark/light mode support across dashboard and analytics charts
  • Improved Accessibility: Better UI element descriptions and visual consistency
  • Chart Enhancements: Theme-aware color schemes for all ApexCharts components
  • Technical Improvements: Integrated ThemeContext across all visualization components## Screenshots

Will be updated soon

Beautiful, intuitive interface designed for modern users

  • Dashboard: Get an overview of your financial health at a glance
  • Expense Tracking: Quick and easy expense entry with smart features
  • Budget Management: Visual budget tracking with progress indicators
  • Analytics: Professional charts and insights about your spending
  • Mobile Experience: Optimized for touch devices with native app feel

How to Contribute

We welcome contributions from the community! Here's how you can help make FinBuddy even better:

Report Issues

Found a bug or have a feature request? Please let us know:

  1. Check existing issues on our GitHub Issues page
  2. Create a new issue with a clear description
  3. Add labels to help us categorize your issue
  4. Provide details like steps to reproduce (for bugs) or use cases (for features)

Suggest Features

Have an idea for a new feature? We'd love to hear it:

  • Use cases: Explain how the feature would help users
  • User experience: Describe how you envision it working
  • Priority: Let us know how important this feature is to you

Development Contributions

Want to contribute code? Here's how to get started:

  1. Fork the repository on GitHub
  2. Clone your fork to your local machine
  3. Create a branch for your feature or bug fix
  4. Make your changes following our coding standards
  5. Test your changes thoroughly
  6. Submit a pull request with a clear description

Documentation

Help us improve our documentation:

  • Fix typos or unclear explanations
  • Add examples or use cases
  • Translate documentation to other languages
  • Improve setup instructions

Changelog & Updates

Stay up to date with FinBuddy's latest improvements:

  • Changelog - Complete version history with detailed release notes
  • Version 2.5.4 - Latest features and improvements
  • Roadmap - Upcoming features and planned improvements

Support & Help

Need help using FinBuddy? Here are your options:

Documentation

  • Setup Guide - How to set up your own instance
  • User Guide - Complete feature documentation
  • FAQ - Frequently asked questions

Community Support

Technical Issues

For technical problems:

  1. Check our troubleshooting guide in the documentation
  2. Search existing issues to see if others have faced the same problem
  3. Create a new issue with detailed information about your problem
  4. Include screenshots or error messages when possible

System Requirements

FinBuddy works on all modern devices:

Desktop Browsers

  • Chrome 88+ (recommended)
  • Firefox 85+
  • Safari 14+
  • Edge 88+

Mobile Devices

  • iOS 13+ (Safari)
  • Android 8+ (Chrome)
  • Progressive Web App support for native app experience

Internet Connection

  • Online: Full features including AI insights and cloud sync
  • Offline: Basic expense tracking continues to work
  • Sync: Automatic data synchronization when connection is restored

Privacy & Security

Your financial data security is our top priority:

  • Secure Authentication: Google OAuth integration
  • Encrypted Storage: All data encrypted in Firebase
  • No Data Selling: We never sell or share your personal data
  • Local Processing: Many features work offline on your device
  • GDPR Compliant: Full compliance with privacy regulations

Read our complete Privacy Policy and Security Guidelines.

Recognition

FinBuddy has been recognized for:

  • Innovation: Modern approach to personal finance management
  • Design: Clean, intuitive user interface
  • Mobile Experience: Outstanding mobile-first design
  • AI Integration: Smart financial insights and recommendations
  • Performance: Fast, responsive Progressive Web App

License

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

Acknowledgments


Star this repository if FinBuddy helps you manage your finances better!

Made with care by the InspiLabs team & Vishruth Harithsa

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Budget Buddy is a modern AI-powered personal finance management application that helps users track expenses, manage budgets, and gain intelligent insights into their spending patterns with beautiful data visualizations and comprehensive analytics.

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