LLM-powered financial assistant built for budgeting in Notion.
Features:
- Parses bank CSVs into a standardized transaction format.
- Categorizes transactions using a Llama3 LLM.
- Records Venmo payments to and from the user.
- Tracks income from paychecks.
- Uploads all data into the connected Notion finance page.
Built with:
- Python
- pandas
- notion-sdk-py
- Groq LLM API
Note: This code works specifically for my own financial tracking purposes, e.g. my banks, my Notion table schemas, etc. Future work could be done to generalize functionality and package this with a Notion finance tracking template.