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💼 SalaryWise AI - Personal Financial Management Dashboard

SalaryWise AI is a modern personal finance management app powered by AI. Built with React, TypeScript, and Supabase, it helps users track income, expenses, budgets, and financial goals — all wrapped in a sleek, responsive interface.


🚀 Overview

SalaryWise AI offers AI-powered insights and interactive tools to help users manage their money smarter. Key features include:

  • Intelligent salary and transaction tracking
  • Category-based budgeting
  • Long-term financial goal management
  • AI-driven insights and expense categorization
  • Visual dashboards and real-time analytics

🧠 Key Features

🏦 Salary Management

  • Track salary records and bonuses
  • Monitor expected vs received payments
  • Visualize salary growth trends
  • Monthly comparisons and analytics

💰 Transaction Tracking

  • Record income and expenses
  • Auto-categorize with AI
  • Analytics with category breakdowns
  • Export data as needed

📊 Budget Management

  • Create monthly budgets by category
  • Track spending vs budget in real-time
  • Visual alerts for overspending

🎯 Financial Goals

  • Set savings targets and deadlines
  • Monitor goal progress visually
  • Get AI tips to hit your targets

🤖 AI-Powered Insights

  • Personalized financial analysis
  • Smart chatbot for Q&A and advice
  • AI-assisted categorization and data entry
  • Historical trend detection and forecasts

📈 Dashboards & Visualizations

  • Clean, interactive dashboards
  • Recharts-based graphs for trends and categories
  • Visual tracking for budgets and goals

🔐 User Management

  • Supabase Auth for secure sign-in
  • Per-user data isolation
  • Password reset & email verification

🎨 UI & UX

  • Responsive, mobile-friendly interface
  • Light/dark mode with Tailwind CSS
  • Floating AI chat assistant
  • Intuitive tabbed navigation

🛠️ Tech Stack

🔧 Frontend

  • React 18 + TypeScript
  • Vite for blazing-fast builds
  • Tailwind CSS + shadcn/ui components
  • React Router
  • TanStack React Query
  • Recharts (charts)
  • Lucide React (icons)

🗄️ Backend & Database

  • Supabase (PostgreSQL, Auth, Edge Functions)
  • Supabase RLS for data privacy
  • Edge Functions for secure AI access

🧠 AI Integration

  • OpenAI GPT-4.1 for financial analysis
  • AI-assisted categorization and insights

🧩 Database Schema

Table Purpose
salary_records Tracks salaries, bonuses, and history
transactions Unified income/expense ledger
expenses Legacy expense data (transitioning to transactions)
budgets Category-based monthly spending limits
financial_goals User-defined financial objectives

🔒 Security & Privacy

  • Row Level Security (RLS) for user data isolation
  • Supabase Auth for secure access
  • API secrets managed with Supabase secrets
  • CORS-enabled Edge Functions for safe AI calls

🧑‍💻 Getting Started

🛠️ Run Locally

Prerequisite: Node.js & npm (Install via nvm)

# Step 1: Clone the repository
git clone <YOUR_GIT_URL>

# Step 2: Go to the project directory
cd <YOUR_PROJECT_NAME>

# Step 3: Install dependencies
npm install

# Step 4: Start the development server
npm run dev

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