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Professional Finance Tracker

@papihaj

8 months ago
finance
Tutorial on MCP Servers - Personalized Finance Assistant
Overview

What is Professional Finance Tracker?

The Professional Finance Tracker is a Python-based financial management tool designed to help users track their expenses, categorize spending, and monitor budgets using the FastMCP server framework and pandas.

How to use Professional Finance Tracker?

To use the Professional Finance Tracker, clone the repository, install the required dependencies, prepare a CSV file with your financial data, and run the application to start the server.

Key features of Professional Finance Tracker?

  • Load financial data from a CSV file.
  • Automatic categorization of expenses based on natural language descriptions.
  • Budget monitoring with total expenses and remaining funds.
  • Detailed expense queries by category for specific months.
  • Interactive server interface for managing financial data.

Use cases of Professional Finance Tracker?

  1. Tracking monthly expenses and income.
  2. Monitoring budget status and remaining funds.
  3. Analyzing spending habits by category.

FAQ from Professional Finance Tracker?

  • Can I use my own CSV file?

Yes! You can use any CSV file that matches the required format.

  • Is there a limit to the number of expenses I can track?

No, you can track as many expenses as your system can handle.

  • What if I don't have the FastMCP library?

You can adapt the code to use other server frameworks like Flask or FastAPI.

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