FINTO-MVP-Financial-Management-Platform

Table of Contents

• General Information
• Installation using R (Studio)
• Usage and structure of this MVP
• Main functionality and architecture of this MVP

General Information

This project is an example (MVP) of a personal finance management platform designed to empower users with comprehensive financial tools and personalized, real-time financial advice. FINTO integrates budgeting, investment tracking, and financial planning services into a single, user-friendly interface, leveraging advanced AI technology to provide tailored recommendations and insights - FINTO is the all-in-one solution.

Installation using R (Studio)

To install and run FINTO locally, follow these steps:

1. Clone the repository: git clone https://github.com/liahruby/FINTO.git cd FINTO
2. Set the CRAN mirror and install the required packages: chooseCRANmirror(graphics = FALSE, ind = 1) install.packages(c("htmltools", "sass", "bslib", "shiny", "shinydashboard", "ggplot2", "dplyr", "lubridate", "DT"))
3. Load the installed packages: library(htmltools) library(sass) library(bslib) library(shiny) library(shinydashboard) library(ggplot2) library(dplyr) library(lubridate) library(DT)
4. Run the Shiny application: shinyApp(ui = ui, server = server)

Usage and structure of this MVP

Dashboard:

• Provides a summary of total income, expenses, and net savings.
• Displays notifications related to your financial activities.

Transactions:

• Add new transactions with descriptions, categories, and amounts.
• View and filter transaction history with visualizations of spending by category.

Financial Advice:

• AI-driven financial advice based on spending patterns.
• Ask questions and get instant responses from the integrated chatbot.

Budget Planning:

• Set and track budget goals.
• Visualize budget overview and track expenses against goals.

Main functionality and architecture of this MVP

FINTO is built using R and the Shiny framework, leveraging various packages for a rich user interface and robust server-side logic.

• Programming Language: R
• Main Frameworks: Shiny, ShinyDashboard, ggplot2, dplyr, lubridate, DT
• Paradigm: Functional programming for UI and reactive programming for server logic.
• UI Definition: Shiny's dashboardPage, dashboardHeader, dashboardSidebar, and dashboardBody components define the user interface.
• Server Logic: The server logic uses reactive values and observers to manage the state and update UI components dynamically.
• Data Management: Transactions and budget data are generated using custom functions and managed using reactive values.