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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.mdrequirements.txtLICENSE
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
requirements.txt
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# Finance Assistant Bot - Python Dependencies
# ===========================================
# Project: Finance Assistant Bot
# Category: Custom Chatbots
# Description: Financial chatbot for account inquiries, transaction history, and financial advice.
#
# Developer Information:
# ----------------------
# Founder: Molla Samser
# Email: help@rskworld.in
# Phone: +91 93305 39277
# Address: Nutanhat, Mongolkote, Purba Burdwan, West Bengal, India, 713147
# Website: https://rskworld.in
# Year: 2026

Flask==3.0.0
flask-session==0.5.0
Werkzeug==3.0.1
19 lines•567 B
text
LICENSE
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MIT License

Copyright (c) 2026 RSK World (Molla Samser)

Permission is hereby granted, free of charge, to any person obtaining a copy
of this software and associated documentation files (the "Software"), to deal
in the Software without restriction, including without limitation the rights
to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
copies of the Software, and to permit persons to whom the Software is
furnished to do so, subject to the following conditions:

The above copyright notice and this permission notice shall be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE
SOFTWARE.

---

Developer Information:
Founder: Molla Samser
Email: help@rskworld.in
Phone: +91 93305 39277
Address: Nutanhat, Mongolkote, Purba Burdwan, West Bengal, India, 713147
Website: https://rskworld.in
31 lines•1.3 KB
text
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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

+91 93305 39277

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© 2026 RSK World. All rights reserved.

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