Pocket Planner — Personal Finance & Receipt Capture
Full-stack AI-assisted personal finance manager featuring OCR receipt scanning, structured transaction extraction, PDF reports, and automated email summaries.
Problem and Solution Breakdown
🎯 The Engineering Problem
Manual expense tracking is tedious, error-prone, and causes users to neglect budgeting and financial goal tracking over time.
💡 Architecture Solution
Built a secure full-stack finance hub with automated OCR receipt scanning, structured JSON transaction conversion, category attribution, and automated monthly PDF report generation.
Key Features & Measured Impact
- ✦AI receipt scanning converts uploaded receipt images into structured JSON transactions.
- ✦Full transaction workflows with category tracking, CSV export/import, and PDF reports.
- ✦JWT authentication with access/refresh tokens, Zod validation, and scheduled email reports.
📊 Measured Outcome:
Streamlined personal budgeting with automated receipt parsing, JWT token authentication, Zod schema validation, and email dispatches.
🛠️Technologies & Frameworks
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