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BudgetAI: Conversational Budget Manager

License: MIT Status React Version Tailwind CSS

A modern, conversational budget tracking application powered by the Agora AI SDK. Built with React, Tailwind CSS, and Lucide Icons, it allows you to track expenses, get smart insights, and manage your budget all in one clean interface.

✨ Core Features

  • Conversational Expense Logging: Log transactions naturally using the chat interface (e.g., "Spent 500 on groceries" or "150 for cofe").
  • Real-time Voice Transcription: Powered by the Agora AI SDK, log expenses hands-free by simply speaking.
  • Intelligent Text & Voice Parsing: Automatically categorizes transcribed text and manual input into the correct spending category (Food, Transport, etc.).
  • Smart Financial Insights: Receive smart, actionable recommendations—like investment opportunities or savings tips—based on your spending habits.
  • Actionable AI Cards: Act on suggestions (like "Invest Now" or "Save Now") or dismiss them directly from the chat UI.
  • All-in-One Dashboard: Get a complete financial overview with total budget, amount spent, remaining balance, and visual progress bars.
  • Granular Category Management: Monitor spending across all categories, each with its own customizable budget limit.
  • Full Transaction History: View all expenses in a sortable and filterable table on the "All Expenses" page.
  • Dynamic Budget & Goal Setting: Easily edit category spending limits and set your monthly savings goals in the "Budget Settings."
  • Multi-Currency Support: Instantly switch between INR (₹) and USD ($) to view all financials in your preferred currency.
  • Modern, Responsive UI: Built with Tailwind CSS for a clean, intuitive experience on all devices.

🚀 Tech Stack

  • Frontend: React.js
  • Voice & AI: Agora AI SDK (for real-time voice-to-text)
  • Styling: Tailwind CSS
  • Icons: Lucide React
  • State Management: React Hooks (useState, useEffect)

🏁 Getting Started

To get a local copy up and running, follow these simple steps.

Prerequisites

Make sure you have Node.js and npm (or yarn) installed on your machine.

  • Node.js (v18 or later recommended)
  • npm or yarn

Installation & Setup

  1. Clone the repository to your local machine: bash git clone https://github.com/upasanaprabhakar/Conversational-Buget-Manager.git

  2. Navigate to the project directory: bash cd Conversational-Buget-Manager

  3. Install the necessary dependencies: bash npm install

  4. (Optional) If you are using the Agora AI SDK, create a .env file in the root and add your Agora App ID and other credentials:

    REACT_APP_AGORA_APP_ID="YOUR_APP_ID"

  5. Start the development server: bash npm start

  6. Open http://localhost:3000 to view the application in your browser.

📂 Project Structure

The entire application is encapsulated within the src/components/BudgetManager.js component.

  • State Management: All application state (expenses, budget, UI screen) is managed locally within the component using React Hooks.
  • Agora AI SDK Integration: The handleVoiceClick function is the entry point for connecting to the Agora SDK, capturing audio, and receiving transcribed text.
  • parseExpenseFromText: A utility function that uses regex and keyword matching to parse both typed and transcribed text into a structured expense object ({ amount: 100, category: 'Food' }).
  • generateAISuggestions: A logic function that creates contextual suggestions (e.g., "Smart Investment Opportunity") based on the user's current budget and spending habits.
  • handleSuggestionAction: A function that makes the AI suggestion cards actionable, allowing users to log investments or savings with a single click.
  • UI Rendering: The component conditionally renders one of four "screens" (chat, dashboard, expenses, settings) based on the currentScreen state.

🤝 Contributing

Contributions are what make the open-source community such an amazing place to learn, inspire, and create. Any contributions you make are greatly appreciated.

  1. Fork the Project
  2. Create your Feature Branch (git checkout -b feature/AmazingFeature)
  3. Commit your Changes (git commit -m 'Add some AmazingFeature')
  4. Push to the Branch (git push origin feature/AmazingFeature)
  5. Open a Pull Request

📄 License

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

About

Conversational Budget Manager - Voice & chat AI assistant powered by Agora that makes expense tracking effortless. Just say "spent 250 on lunch" and get instant logging, smart categorization, and proactive budget alerts. Built for students and young professionals who struggle with traditional budgeting apps. Reduces tracking time by 90%.

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