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Personal Finance Intelligence
Local-first FastAPI app that categorises UK bank transactions and answers finance questions via guarded text-to-SQL.
pythonfastapisqliteclaudetext-to-sqlstructured outputs
Overview
A local-first FastAPI app that imports and categorises UK bank transactions using deterministic rules plus Claude structured outputs. Adds guarded text-to-SQL analytics against a read-only SQLite database with date scoping and deterministic cash-flow, forecasting and debt analysis. Tested on 1,059 real transactions.
Highlights
- Transactions tested
- 1,059
- SQL access
- Read-only
- Analytics
- Deterministic