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Project # 151
Interactive Budgeting and Financial Planning Tool

Team Lead: Smarica Chaulagain
Other Team Members: Sijarin Dhakal | Nabina Paudel | Yubraj Shrestha | Pujan Karki
Faculty Advisor(s): None
Department: CSE
Project Type: Senior Design
Title: Interactive Budgeting and Financial Planning Tool
Abstract: FINVISION is an intelligent personal finance platform designed to transform how users understand, manage, and improve their financial behavior. Unlike traditional budgeting tools that rely on static charts and manual input, FINVISION integrates secure backend processing, adaptive data structures, and an AI-driven interface to create a more interactive and personalized financial experience. The system combines real-time transaction tracking, customizable budgeting templates, and spending insights into a unified dashboard that emphasizes clarity, usability, and long-term financial awareness. At its core, FINVISION leverages a secure database architecture with structured validation and authentication layers to ensure data integrity and privacy while supporting dynamic analysis of financial activity. Users are guided through their financial data using a built-in AI assistant capable of summarizing trends, explaining anomalies, and offering context-aware feedback based on historical patterns. The platform is designed to evolve: transaction records can be transformed into readable reports suitable for sharing or archiving, and financial inputs are structured in a way that supports future automation and predictive modeling. FINVISION also explores intelligent classification of financial data by interpreting real-world inputs such as receipts and transaction descriptions, enabling expenses to be categorized automatically and continuously refined over time. This positions the application beyond basic expense tracking and into the realm of adaptive financial learning systems. With an intuitive interface, modular backend design, and extensible AI layer, FINVISION demonstrates how modern software engineering can be applied to everyday financial decision-making. By merging automation, explainable insights, and user-controlled customization, FINVISION aims to reduce financial friction and cognitive overload while empowering individuals with a deeper understanding of their own spending behavior. The project showcases not only a functional product but a scalable vision for intelligent financial management—one that can grow into a fully self-learning system capable of adapting to user habits and supporting smarter financial outcomes.
Poster: View Poster #151 (PDF)
Judges Scoring: Submit Evaluation (judges only)