FinanceHub is a hybrid .NET + Python personal finance analytics platform.

• ASP.NET Core Web API
• ASP.NET Core Razor Pages
• Python (ETL / ingestion)
• PostgreSQL
• Docker

• src/FinanceHub.API - backend API
• src/FinanceHub.Ui - frontend application
• src/FinanceHub.Ingestion - Python ingestion layer
• docs - project documentation
• sample-data - local sample input files

• docs/architecture.md
• docs/data-flow.md
• docs/decisions.md
• docs/database.md

Active development — Sprint 4 completed

Current capabilities include:

• Python-based transaction ingestion
• PostgreSQL persistence
• ASP.NET Core API analytics endpoints
• Razor Pages UI with interactive filtering
• category-based analytics
• visual analytics with charts
• realistic dataset ingestion with data quality handling
• date-based filtering for transactions and analytics

• CSV ingestion pipeline (Python)
• Data normalization and validation
• Rule-based transaction categorization
• Support for multiple date and amount formats
• Data quality issue detection (invalid date, invalid amount, threshold violations)
• Realistic dataset ingestion for testing and analytics

• Transaction retrieval from PostgreSQL
• Financial summary calculations
• Category-based filtering
• Category analytics endpoints
• Trend analytics endpoint for time-series visualization

• Dashboard-style layout
• Summary cards (income, expenses, net balance)
• Category filtering via dropdown
• Category analytics overview
• Category expense pie chart
• Income vs expense trend line chart
• Responsive layout with charts and cards

• Income vs expenses overview
• Category-level breakdown of spending
• Interactive filtering using query parameters
• Time-series visualization of financial activity
• Realistic trend analysis based on larger transaction datasets
• Improved category distribution through enhanced categorization rules
• Structured dashboard visualization for financial insights