BankBuddy

BankBuddy is a privacy-focused personal finance analyzer that processes your bank statements locally, helping you track spending without connecting to any external services.

Key Features

🔒 Privacy & Security

• Local SQL database storage only - your data never leaves your system
• No bank account linking or third-party integrations
• Automatic masking of sensitive information
• Daily automatic database backups for data safety

📊 Financial Management

• Upload and analyze statements from multiple bank accounts
• Automatic transaction categorization
• Track account balances in one place
• Generate detailed financial summaries
• View spending patterns and transactions by category

💰 How It Works

1. Upload your bank statements
2. BankBuddy extracts and masks sensitive data
3. View all your transactions and balances in one dashboard
4. Analyze spending across categories

Demo

Prerequisites

• Anaconda or Miniconda
• Node.js 14.0 or higher
• npm (usually comes with Node.js)
• Git (for cloning the repository)

Quick Start

1. Clone this repository:

git clone https://github.com/vatsal-sodha/BankBuddy
cd BankBuddy

2. Create a .env file in the root directory and add your Anthropic API key:

ANTHROPIC_API_KEY=your-api-key-here

3. Run the setup script:

# On Unix-based systems (Linux/MacOS):
chmod +x setup.sh
./setup.sh

# On Windows:
setup.bat

The setup script will automatically:

• Create a conda environment
• Install Python dependencies
• Install Node.js dependencies
• Start both the Flask server and React application

Manual Setup (if the setup script doesn't work)

Backend Setup

1. Create and activate a conda environment:

conda create --name bankbuddy python=3.8
conda activate bankbuddy

2. Install Python dependencies:

pip install -r requirements.txt

3. Start the Flask server:

# Unix (Linux/MacOS)
export FLASK_APP=app.py
export FLASK_ENV=development
flask run

# Windows
set FLASK_APP=app.py
set FLASK_ENV=development
flask run

Frontend Setup

1. Navigate to the React application directory:

cd bankbuddyui

2. Install Node.js dependencies:

npm install

3. Start the React development server:

npm start

Support

For issues or questions, please create an issue in the repository.