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AI-Powered Personal Finance Management

The AI Finance Platform is designed to enhance personal finance management using AI and machine learning to analyze income, expenses, and investments, providing personalized budgeting and savings predictions. Future enhancements include real-time bank transaction integration and AI chatbots for tailored financial advice. The platform aims to simplify financial tracking and decision-making for users through an interactive web interface and data visualization.

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rukaiyyajamadar28
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29 views1 page

AI-Powered Personal Finance Management

The AI Finance Platform is designed to enhance personal finance management using AI and machine learning to analyze income, expenses, and investments, providing personalized budgeting and savings predictions. Future enhancements include real-time bank transaction integration and AI chatbots for tailored financial advice. The platform aims to simplify financial tracking and decision-making for users through an interactive web interface and data visualization.

Uploaded by

rukaiyyajamadar28
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

YASHODA TECHNICAL CAMPUS, SATARA

FACULTY OF ENGINEERING

TECH-XPLORE 25 Wednesday; Oct 15, 2025

AI Finance Platform * Future scope


• Integration of real-time bank transaction data for
automatic updates.

Smart Financial Insights


•
Powered By AI Inclusion of AI chatbots for personalized financial
advice.

* Problem Statement * Block diagram


Managing personal finances is challenging without smart
tools. Users need an AI-based platform that analyzes income
and expenses, predicts savings, and provides personalized
budgeting and investment suggestions.

* Abstract
The AI-Finance Platform is an intelligent system designed
to simplify and improve personal finance management.
Using Artificial Intelligence and machine learning, it
analyzes users’ income, expenses, and investment data to
provide personalized budgeting suggestions and accurate
savings predictions.

* Objectives
• To develop an AI-based system for efficient personal
finance management.
• To analyse and categorize income, expenses, and
investments automatically. * Future scope
• To predict savings and provide personalized • Integration of real-time bank transaction data for
budgeting suggestions. automatic updates.
• Inclusion of AI chatbots for personalized financial
* Methodology advice.
• Data Collection: Gather user financial data such as
income, expenses, and investments. * Sustainable Development goals
• Data Preprocessing: Clean, organize, and
categorize data for analysis.
• Model Development: Use machine learning
algorithms to predict savings and spending trends.
• System Design: Build an interactive web interface
for users to input and view data.
• Analysis & Visualization: Display insights through * Conclusion
charts, graphs, and dashboards. The AI-Finance Platform provides an intelligent and
• Testing & Evaluation: Validate model accuracy efficient way to manage personal finances. By leveraging
and ensure reliable financial predictions. Artificial Intelligence and machine learning, it helps users
track income and expenses, predict savings, and make
* Benefits and applications: informed financial decisions.
• Helps users track income, expenses, and savings
Name
throughof AI-based insights for better financialClass* Reference
students
smart Name of Branch
planning. • Matplotlib: Visualization with Python .
• Can be used in personal finance apps, budgeting • Research Paper: “AI in Personal Finance
tools, and investment advisory platforms. Management” – IEEE Xplore, 2023
------------------------------------------------------------------ -------------------------------------------------------------------------
Name: Karina Rathod(B-22),Kiran Salunkhe(B-65), Class Branch
Sayali Kadam(B-73),Aishwarya Chavan(B-75). Final Year-B(Btech) Computer Sci. Engineering

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