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🚀[ENHANCEMENT] Expand Finance Assistant Functionality (Personal Finance Tracker/finance_tracker.py) #513

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Kritika75 opened this issue Oct 29, 2024 · 0 comments · Fixed by #529

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@Kritika75
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✨ Enhancement Overview

I propose adding several features to the Finance Assistant: Expense Summary and Monthly Reports for budget tracking, Recurring Expenses management, Alerts for Budget Limits, Data Visualization for insights, Currency Conversion, Export to CSV, and a Detailed Expense History. These enhancements will improve functionality and user experience.

💼 Current Behavior

The Finance Assistant currently allows users to log expenses and set budgets through voice commands. It recognizes basic commands to manage finances, including logging expenses, setting budgets, and checking remaining funds. However, it lacks advanced features such as detailed reporting, recurring expense tracking, budget alerts, data visualization, currency conversion, and options for exporting data, which limits its functionality and user insights.

🚀 Proposed Changes

  1. Expense Summary and Monthly Reports: Generate reports comparing expenses to budgets for better tracking.
  2. Recurring Expenses Management: Allow users to log and manage recurring expenses for subscriptions.
  3. Alerts for Budget Limits: Notify users when they approach or exceed budget limits.
  4. Data Visualization: Add charts to visualize spending by category.
  5. Currency Conversion: Enable conversion between currencies for multi-currency users.
  6. Export Data to CSV: Provide options to export expense summaries to CSV format.
  7. Detailed Expense History: Allow users to view detailed histories of expenses by category.

@suryanshsk can you assign me this?

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