whatsmynote 0.1.0

A CLI app for managing notes and finances using LLMs.

WhatsMyNote

WhatsMyNote is a natural-language personal finance assistant for logging and querying lending, expenses, income, and transfers. It uses advanced Llama 3 LLMs to extract structured data, store it in PostgreSQL (Supabase), and answer your complex queries accurately.

🚀 Bring Your Own Key (BYOK) Architecture

WhatsMyNote now supports a secure BYOK architecture. You bring your own Groq API key to power the inference engine locally and securely.

On your first run, the app will prompt you for your GROQ_API_KEY. It is stored securely in a local .env file and is never exposed. The application uses state-of-the-art Groq models:

• llama-3.3-70b-versatile for reasoning, intent classification, and SQL generation.
• llama-3.1-8b-instant for fast and efficient data extraction.

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🛠 What It Supports & Examples

📉 Expenses

Track where your money is going.

• Create expense records with amount, category, merchant, payment source, item, and notes.
• Example: I spent 320 on groceries at Walmart using HDFC
• Example: Update my last grocery expense amount to 400
• Example: Delete the Walmart expense
• Example: Show my highest expenses this month

💰 Income

Record earnings, cashback, or refunds.

• Example: I received 50000 as salary from Acme
• Example: Update my salary entry notes to include the July bonus
• Example: How much income did I receive from salary sources this year?

🤝 Lending & Borrowing

Keep track of who owes you, and who you owe.

• Example: I lent Sumit 500 today
• Example: Update Sumit's loan amount to 700
• Example: How much money have I lent to Sumit?

🔁 Transfers

Record money moving between your own accounts.

• Example: I transferred 3000 from HDFC to SBI
• Example: Change the transfer destination to ICICI
• Example: Show all transfers from HDFC this month

📊 Budgets and Balances

Track your overall financial health.

• Set opening balances for your accounts (e.g., cash, wallet, SBI).
• Track category budgets (e.g., groceries, transport) or an Overall limit.
• Example: Set opening balance for SBI to 50000
• Example: Set monthly budget for groceries to 10000
• Example: What is my current balance in SBI?
• Example: How much budget do I have left for groceries this month?

📈 Analytics (Read-Only)

Run advanced queries without touching write access.

• Safe SQL generation with automated validation.
• Prefix queries with sql: for advanced read-only raw queries.
• Example: What is my total spending this month?
• Example: Compare my income and expense totals for July
• Example: What is my net worth estimate?

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⚙️ Environment Setup

Install dependencies and start your virtual environment:

uv venv
.venv\Scripts\activate
uv pip install -r requirements.txt

Set up your database connection string in your .env (we recommend a Supabase PostgreSQL instance):

DATABASE_URL=postgresql+psycopg2://postgres:[e-mail]_SUPABASE_REF.supabase.co:5432/postgres

Run the app. It will prompt you for your GROQ_API_KEY on the first launch!

python app/main.py

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🏗 Tech Stack

• Python for core logic.
• LangGraph & LangChain for robust stateful intent routing and HITL (Human-in-the-Loop) flows.
• Pydantic for extraction validation.
• SQLAlchemy & PostgreSQL for data persistence.
• Groq LLMs (Llama 3) for lightning-fast, high-quality inference.

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🚀 Vision

WhatsMyNote aims to become a fully conversational financial memory system, helping you control your lending, borrowing, expenses, income, and transfers through pure natural language.