Your Personal Finance Coach 💵

Stop paying for those financial management apps and build them yourself! 👇

Hey, Prompter community!

Happy to be back with a new project. This one is less of a workflow automation and more of a cool useful app you can set up in minutes!

Chances are you have some financial goals. Tediously parsing through your credit card statement or using the relatively unhelpful built-in visualizations in your bank’s app leaves you wanting a more accessible and personalized way to set financial goals month-to-month.

Today, we’re going to build a small Streamlit app (and by the end of this, you should know why I’m obsessed with this framework for internal tools) that allows you to set financial goals using natural language and upload your credit card statement to see if those goals have been met.

Let’s dive in:

Application Steps:

1. The user creates a goal using natural language (e.g., “I want to keep my going out-to-eat expenses under $200 this month”).

2. OpenAI’s API extracts key details and creates a success metric.

3. The user uploads a credit card statement.

4. Goals are measured as complete or not complete.

5. Results saved to JSON.

App Demo:

Tech Stack:

1. Streamlit

2. Python

3. OpenAI’s GPT-4o Mini

Technical Workflow

Sounds good? Let’s get to work. Click the button below to start building. PrompterGPT will walk you through the project step-by-step and help you troubleshoot, customize, or edit its scope. Just ask away!

Happy building, and see you next time.

— Nishad from Prompter

P.S. This project doesn’t interest you? Check out last week’s project on building an AI email assistant that auto-sorts your emails!

P.P.S for more daily thoughts on AI, and sneak peak of projects before they’re sent, make sure to follow us on X!