💰 ExpenX – Your Personal AI Expense Manager

ExpenX is a local-first AI-powered expense manager built using Python.
It helps you track, analyze, and optimize your expenses — with smart insights, budgeting recommendations, and automatic categorization.

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🚀 Features

• 🧾 Manual Expense Entry (with date, amount, purpose)
• 🧠 AI Auto-Categorization of expenses
• 📊 Daily / Monthly Insights & Graphs
• 🎯 Budget Goals & overspending alerts
• 🔁 Recurring Expense Tracking
• 🏦 Bank/UPI Transaction Import & Analysis
• 🧠 LLM Support for natural language queries (optional)
• 🧮 Local-first Design (runs on your machine)
• 🌐 Simple Web Interface using Flask (in progress)

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🛠️ Setup Instructions

1. Clone the Repo

   git clone https://github.com/<your-username>/ExpenX.git 
   cd ExpenX
   

2. Create a Virtual Environment

   python -m venv venv
   .\venv\Scripts\activate  # for Windows
   

3. Install Dependencies

   pip install -r requirements.txt
   

4. Run the Tracker

   python main.py
   

📁 Project Structure (Planned)

    ExpenX/
    │
    ├── app/                         # Core logic
    │   ├── __init__.py
    │   ├── tracker.py               # Add/view expenses
    │   ├── categorizer.py           # ML-based auto categorization
    │   ├── visualizer.py            # Charts, summaries
    │   ├── recurring.py             # Recurring expense tracker
    │   └── parser.py                # UPI/Bank statement parser
    │
    ├── web/                         # Flask or Streamlit frontend
    │   ├── app.py                   # Simple local web interface
    │   └── templates/               # HTML (if Flask)
    │
    ├── data/
    │   └── expenses.csv             # Your core DB (for now)
    │
    ├── models/                      # ML models, LLM memory, vector store etc.
    │   ├── categorization_model.pkl
    │   └── memory.json
    │
    ├── static/                      # For UI assets (optional)
    │
    ├── .env                         # API keys (OpenAI etc.)
    ├── .gitignore
    ├── README.md
    ├── requirements.txt
    ├── main.py                      # CLI launcher for testing
    └── config.py                    # Budget goals, constants

📈 Future Plans

• Smart NLP queries using LLMs (OpenAI or Ollama)

• OCR for scanning printed receipts

• Personalized insights based on spending history

• Export reports as PDF / Excel

🤖 Powered By

• Python 3.11

• Pandas & Matplotlib

• Flask (for UI)

• LangChain / OpenAI API (optional)

• Tesseract OCR (for receipts)