Expense Tracker

by keyurgit45

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About

Automated expense management with a Supabase backend and hierarchical category support.

Details

Author
keyurgit45
Categories
Productivity, Finance, Database, Other, Automation

Setup

Install Expense Tracker in your MCP client (Claude Desktop, Cursor, Windsurf, and others).

Repository: https://github.com/keyurgit45/expense-tracker-mcp

Follow the installation instructions in the repository README, then restart your MCP client.

Automated expense management with a Supabase backend and hierarchical category support.

AI-powered expense tracking system with natural language interface, intelligent categorization, and real-time sync.

The system uses a two-server architecture:
- MCP Server: Core expense tracking tools exposed via Model Context Protocol
- Gemini AI Server: FastAPI server providing chat interface with authentication

- πŸ€– Natural language expense management via Gemini AI
- 🧠 Intelligent categorization using embeddings and similarity search
- πŸ” JWT authentication with Supabase
- πŸ“Š Hierarchical categories for organization
- 🏷️ Predefined tag system
- πŸ“ˆ Real-time data sync
- πŸ”„ Learning system that improves over time

python3 -m venv venv source venv/bin/activate pip install -r requirements.txt
cp .env.example .env # Add your credentials: # - SUPABASE_URL # - SUPABASE_KEY # - GOOGLE_API_KEY (for Gemini)

Execute the SQL scripts in your Supabase SQL Editor:

# Core tables scripts/create_tables.sql # Embeddings support scripts/create_embeddings_schema.sql
uvicorn app.servers.gemini.main:app --reload --port 8000
# Populate categories python scripts/populate_hierarchical_categories.py # Populate predefined tags python scripts/populate_predefined_tags.py

- POST /chat- Send natural language commands
- POST /auth/refresh- Refresh JWT token

- Create expenses from natural language
- Auto-categorize transactions
- Get spending summaries
- Analyze subscriptions
- View recent transactions

referhttps://github.com/keyurgit45/expense-tracker-client

# Run all tests with mocks ENVIRONMENT=test pytest tests/ -v # Run specific components ENVIRONMENT=test pytest tests/test_mcp_tools.py -v ENVIRONMENT=test pytest tests/test_categorization.py -v
backend/ β”œβ”€β”€ app/ β”‚ β”œβ”€β”€ core/ # Business logic β”‚ β”œβ”€β”€ servers/ β”‚ β”‚ β”œβ”€β”€ gemini/ # AI chat server β”‚ β”‚ └── mcp/ # MCP tool server β”‚ └── shared/ # Shared configs β”œβ”€β”€ scripts/ # Utilities └── tests/ # Test suite

- Generates embeddings for transactions using Sentence Transformers
- Finds similar past transactions using pgvector
- Uses weighted voting to predict categories
- Falls back to rule-based matching
- Learns from user confirmations

- API docs:http://localhost:8000/docs
- Frontend integration: Configure CORS in Gemini server
- MCP tools can be tested directly via chat interface

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