SpendLens: Personal Finance Analytics 💳

Privacy-First Financial Visualization Engine powered by Python & Plotly

Live Prototype: https://spend-lens.streamlit.app/ Architect: Sumanta Pani

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1. Executive Summary

SpendLens is a Personal Finance Dashboard designed to solve the "Financial Hygiene" problem. Unlike proprietary apps that require bank credentials, SpendLens operates on a Local-First Architecture, processing raw bank statements (CSV/PDF) directly in the browser session without storing sensitive financial data.

2. Key Features

• Multi-Format Ingestion: proprietary parsing logic supports CSV, Excel (.xlsx), and PDF bank statements (specifically optimized for Indian banking formats).
• Smart Categorization Engine: Uses keyword mapping to automatically tag transactions (e.g., Zomato -> Food, Uber -> Transport).
• "Mazboori" (Non-Discretionary) Logic: Custom classification algorithm to separate Fixed/Unavoidable Expenses (Rent, EMI) from Discretionary Spending.
• Visual Analytics: Interactive Sunburst and Donut charts powered by Plotly for granular expense breakdown.
• Privacy Protocol: Zero-database architecture. Data is processed in RAM and discarded immediately after the session ends.

3. Technical Stack

Component	Tool	Usage
Frontend	Streamlit	Responsive Web UI
Data Processing	Pandas	ETL (Extract, Transform, Load) pipelines
Visualization	Plotly Express	Interactive financial charting
PDF Extraction	PyPDF	Parsing unstructured PDF bank statements

4. How to Run Locally

# Clone the repository
git clone [https://github.com/sumantapani23/budget-buddy.git](https://github.com/sumantapani23/budget-buddy.git)
cd budget-buddy

# Install dependencies
pip install -r requirements.txt

# Run the application
streamlit run app.py