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As a data scientist and financial analyst, I am always unsatistified with the level of optionality and customizability in pre-built budgeting softwares: so I created my own.

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Getting Started

  • I am running R version 3.4.1
  • Run the create_database.sql file on your computer and that will create the entire database - views and tables.
  • The backend for this is MySQL so it requires that you already have that installed on your local PC or server. Download it here: https://www.mysql.com/downloads/

To-Do List

  • Create script using Plaid to automatically pull data and input to MySQL database
  • Upload some dummy data for testing
  • Build predictive modeling into the script for Purchase Volume and Margin values
    • Random Forest
    • xgBoost
    • Neural Network (RNN / LSTM)
    • Regression
    • ARIMA
  • Make more of UI based interaction to update budget values