SmartBook - AI-Powered Bookkeeping Application

SmartBook is a modern, AI-powered bookkeeping application that helps users manage their personal finances with intelligent transaction categorization and insights.

Features

1. Transaction Management

• PDF/CSV Upload: Upload bank statements in PDF or CSV format
• AI-Powered Categorization: Automatic transaction categorization using OpenAI
• Manual Categorization: Ability to manually categorize transactions
• Transaction Export: Export transactions to CSV format

2. Dashboard Analytics

• Income and expense tracking
• Balance overview
• Transaction history
• Category-wise spending analysis

3. User Interface

• Modern, responsive design using Tailwind CSS
• Dark mode support
• Interactive data visualization
• Real-time search and filtering

Tech Stack

Frontend

• Framework: Next.js 14 with App Router
• UI Library: React with TypeScript
• Styling: Tailwind CSS with shadcn/ui components
• Authentication: NextAuth.js
• State Management: React Hooks

Backend

• API Routes: Next.js API Routes
• PDF Processing: FastAPI (Python) backend for PDF parsing
• AI Integration: OpenAI API for transaction categorization
• Database: (Add your database details)

Project Structure

smartbook/
├── app/                    # Next.js app directory
│   ├── api/               # API routes
│   ├── dashboard/         # Dashboard page
│   ├── upload/           # Upload page
│   └── page.tsx          # Home page
├── components/            # React components
│   ├── dashboard/        # Dashboard components
│   ├── transactions/     # Transaction components
│   ├── upload/          # Upload components
│   └── ui/              # Reusable UI components
├── lib/                  # Utility functions
│   ├── formatters.ts    # Data formatting utilities
│   └── utils.ts         # General utilities
└── public/              # Static assets

Key Components

DashboardHeader

• Displays user's financial overview
• Shows income, expenses, and balance
• Provides export functionality for transactions

TransactionList

• Lists all transactions with pagination
• Supports search and category filtering
• Allows CSV export of filtered transactions
• Displays transaction details with category badges

UploadTransactions

• Handles PDF/CSV file uploads
• Integrates with FastAPI backend for PDF processing
• Supports drag-and-drop functionality

Utility Functions

CSV Export (lib/utils.ts)

export function downloadCSV(data: any[], filename = "transactions.csv")

• Converts transaction data to CSV format
• Handles proper escaping of special characters
• Creates and triggers download of CSV file

Data Formatting (lib/formatters.ts)

• Currency formatting
• Date formatting
• Category color mapping

Getting Started

1. Clone the repository

git clone Nishant
cd smartbook

2. Install dependencies

npm install

3. Set up environment variables

NEXTAUTH_SECRET=your_secret
NEXTAUTH_URL=http://localhost:3000
OPENAI_API_KEY=your_openai_key

4. Start the development server

npm run dev

5. Start the FastAPI backend (for PDF processing)

cd backend
python -m venv venv
source venv/bin/activate  # or `venv\Scripts\activate` on Windows
pip install -r requirements.txt
uvicorn main:app --reload

Contributing

1. Fork the repository
2. Create your feature branch (git checkout -b feature/amazing-feature)
3. Commit your changes (git commit -m 'Add some amazing feature')
4. Push to the branch (git push origin feature/amazing-feature)
5. Open a Pull Request

License

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

Acknowledgments

• Next.js
• Tailwind CSS
• shadcn/ui
• OpenAI
• FastAPI