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RSK World
finance-assistant-bot
RSK World
finance-assistant-bot
Finance Assistant Bot - Python + Flask + Banking APIs + Finance Bot + Account Management + Transaction Processing
finance-assistant-bot
  • static
  • templates
  • .gitignore712 B
  • ADVANCED_FEATURES.md7.9 KB
  • GITHUB_RELEASES.md3.7 KB
  • LICENSE1.3 KB
  • LICENSE_PROPRIETARY.txt1.9 KB
  • NEW_FEATURES.md9.2 KB
  • README.md6 KB
  • RELEASE_NOTES.md4.1 KB
  • app.py69.6 KB
  • requirements.txt567 B
RELEASE_NOTES.md
RELEASE_NOTES.md
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RELEASE_NOTES.md

# Finance Assistant Bot - Release Notes

## Version 3.0.0 (Latest) - Enhanced Features Release

**Release Date:** 2026
**Developer:** Molla Samser (RSK World)

### 🎉 Major Features Added

#### Financial Calculators
- **Loan Calculator**: Calculate monthly payments, total interest, and payment schedules
- **Compound Interest Calculator**: Calculate future value with compound interest and monthly contributions
- **Debt Payoff Calculator**: Snowball and Avalanche strategies for debt repayment

#### Currency & Conversion
- **Currency Converter**: Convert between 8 major currencies (USD, EUR, GBP, JPY, INR, CAD, AUD, CNY)

#### Analysis & Reporting
- **Expense Trends**: Track spending patterns over multiple months
- **Transaction Search**: Full-text search across all transactions
- **Account Statements**: Generate comprehensive account statements with opening/closing balances

#### Planning & Scheduling
- **Financial Calendar**: View all financial events (bills, goals, recurring transactions)
- **Recurring Transactions**: Set up automatic recurring transactions

#### Notifications
- **Alerts System**: Financial alerts and notifications with read/unread tracking

### 📊 Statistics
- **Total Features:** 23+
- **API Endpoints:** 25+
- **Database Tables:** 11
- **Chat Commands:** 50+

### 🔧 Technical Improvements
- Enhanced database schema with 5 new tables
- Improved error handling
- Better security measures
- Optimized API responses

---

## Version 2.0.0 - Advanced Features Release

### 🚀 Major Features Added

#### Account Management
- **Multiple Accounts**: Support for multiple savings, checking, and investment accounts
- **Account Transfers**: Transfer funds between your own accounts

#### Financial Tracking
- **Budget Tracking**: Set budgets by category and track spending against them
- **Spending Analysis**: Analyze spending by category with visual reports
- **Transaction Categories**: Automatic transaction categorization

#### Goals & Investments
- **Savings Goals**: Set and track progress toward financial goals
- **Investment Tracking**: Monitor investment portfolio performance

#### Reports
- **Financial Reports**: Comprehensive financial summaries and net worth tracking
- **Transaction Export**: Export transaction history as CSV files

### 📊 Statistics
- **Total Features:** 13
- **API Endpoints:** 15+
- **Database Tables:** 8

---

## Version 1.0.0 - Initial Release

### ✨ Core Features

#### Basic Functionality
- **Account Inquiries**: Check account balance and details
- **Transaction History**: View recent transactions and statements
- **Bill Payments**: Manage and pay bills
- **Financial Advice**: Get personalized financial tips
- **Secure Authentication**: Bank-level security with password hashing

#### Technologies
- Python (Flask framework)
- SQLite Database
- HTML/CSS/JavaScript frontend
- Session-based authentication

### 📊 Statistics
- **Total Features:** 5
- **API Endpoints:** 7
- **Database Tables:** 4

---

## Installation

```bash
# Clone the repository
git clone https://github.com/rskworld/finance-assistant-bot.git
cd finance-assistant-bot

# Install dependencies
pip install -r requirements.txt

# Run the application
python app.py
```

## Demo Credentials

- **Username:** `demo`
- **Password:** `demo123`

## Documentation

- **README.md**: Main project documentation
- **ADVANCED_FEATURES.md**: Advanced features guide
- **NEW_FEATURES.md**: Latest features documentation

## Support

**Founder:** Molla Samser
**Email:** help@rskworld.in
**Phone:** +91 93305 39277
**Website:** https://rskworld.in

## License

© 2026 RSK World. All rights reserved.

---

## Changelog Summary

### v3.0.0
- Added 10 new major features
- Enhanced chat processing
- Improved UI with new quick action buttons
- Added 13 new API endpoints

### v2.0.0
- Added 8 new major features
- Enhanced database schema
- Improved financial tracking capabilities
- Added comprehensive reporting

### v1.0.0
- Initial release
- Core financial assistant functionality
- Basic chatbot interface
- Secure authentication system

About RSK World

Founded by Molla Samser, with Designer & Tester Rima Khatun, RSK World is your one-stop destination for free programming resources, source code, and development tools.

Founder: Molla Samser
Designer & Tester: Rima Khatun

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Nutanhat, Mongolkote
Purba Burdwan, West Bengal
India, 713147

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© 2026 RSK World. All rights reserved.

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