FINalyzer

Personal finance analyzer with AI-powered categorization and natural language queries. All data stays local.

Prerequisites

• Python 3.11+
• Node.js 18+
• Ollama (for local LLM) or OpenAI API key

Quick Start

# Install everything (uv, node, dependencies)
make install

# Pull Ollama models (for local LLM)
ollama pull llama3.2
ollama pull nomic-embed-text

# Start the app
make dev

Open http://localhost:3000

Using OpenAI Instead of Ollama

cp .env.example .env

Edit .env:

LLM_PROVIDER=openai
OPENAI_API_KEY=sk-...

Supported Formats

The AI-powered generic parser automatically detects and processes financial statements from any institution in PDF or CSV format. No need to specify the source - it intelligently handles:

• Credit card statements (Chase, Amex, Discover, etc.)
• Bank statements
• Cryptocurrency exchange statements (Coinbase, etc.)
• Any other financial transaction records

Commands

make dev       # Start backend + frontend
make test      # Run tests
make lint      # Lint code
make format    # Format code
make clean     # Remove ~/.finalyzer/ data

Data Storage

All data stored locally in ~/.finalyzer/

License

MIT