Budgeteer

Student-first budgeting dashboard built at DivHacks 2025. It pulls spending data from Capital One Nessie, visualizes category breakdowns, and uses an AI assistant for summaries, tips, and chat.

Features

• Auth0 sign-in with onboarding survey to capture goals and focus categories.
• Nessie API integration to pull accounts/purchases and classify categories.
• Visual dashboards: donut chart, horizontal bar chart, transaction list.
• AI-generated spending summary and budgeting tips tailored to the survey data.
• Chatbot for contextual budgeting Q&A.
• Profile import/export plus server-side profile persistence.

Architecture

• Frontend: React (Create React App) + Tailwind CSS + Recharts.
• Backend: Express server with /api/chat (OpenAI) and /api/profile endpoints.
• Data flow: Auth0 user -> Nessie customer -> purchases -> category totals.

Project Structure

• budgeteer/ React app
• budgeteer/server/ Express API and profile storage

Requirements

• Node.js 18+ and npm
• Auth0 app (domain + client id)
• Capital One Nessie API key
• OpenAI API key (server)

Environment Variables

Create budgeteer/.env:

REACT_APP_AUTH0_DOMAIN=your-auth0-domain
REACT_APP_AUTH0_CLIENT_ID=your-auth0-client-id
REACT_APP_NESSIE_API_KEY=your-nessie-api-key

Create budgeteer/server/.env:

OPENAI_API_KEY=your-openai-api-key
PORT=3001

Run Locally

1. Start the API server:

cd budgeteer/server
npm install
npm run dev

2. Start the client:

cd budgeteer
npm install
npm start

Open http://localhost:3000.

Notes

• The React app proxies /api/* to http://localhost:3001.
• Nessie lookup matches on the Auth0 user name (first/last). If no customer exists, the app will show a "No customer found" error.
• Profiles are stored in budgeteer/server/profiles.json on the server.

Credits

• Team: Zurabi Kochiashvili, Layth Rahman, Rickey Chiu, Ashley Hong
• Devpost: https://devpost.com/software/budgeteer-d0b7rq