finance-manager

Personal finance analysis, spending tracking, and budget recommendations from transaction data. A comprehensive toolkit for personal finance management that processes transaction data, performs sophisticated financial analysis, generates actionable insights, and creates beautiful visual reports. For PDF files: For CSV/JSON files: Run comprehensive analysis on transaction data: Output includes: Create interactive HTML report with visualizations: Report features: Benchmarks: For detailed frameworks and methodologies, see references/financial_frameworks.md . The system generates personalized recommendations based on: Example recommendations: Shows proportional breakdown of expenses by category with color coding. Displays monthly comparison of income and expenses to identify cash flow trends. All scripts require Python 3.7+ with standard libraries. Additional requirements: For PDF extraction: For data analysis: All visualization dependencies are loaded from CDN in the HTML output (Chart.js). Edit the category definitions in analyze_finances.py to match your tracking system.