FinTrack documentation

AI assisted financial analysis from CSV to Report using Python and SQLite and GenAI. This project is designed to help you track your financial data, analyze it, and generate reports using Python, SQLite, and AI technologies. It provides a comprehensive solution for managing financial data, from cleaning and categorizing CSV files to generating insightful reports. This documentation will guide you through the process of using FinTrack, including data cleaning, analysis, AI categorization, and report generation.

Welcome to the FinTrack project!

Contents:

• Data cleaning
  • Submodules
  • db_update.py module
• Data analysis
  • Submodules
  • analysis.py module
• AI supported Data categorization
  • Overview
  • Submodules
  • scripts/GenCat.py module
  • scripts/gen_cat_eval.py module
  • scripts/clean_ai_categorisation.py module
  • scripts/refine_other_loop.py module
  • scripts/prompt_for_other_loop.py module
  • main_categorization.py module
• FinTrack
  • Data cleaning
  • Data analysis
  • AI supported Data categorization