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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