LLM Budgeting Assistant

Live at: 💸 banqstream.com

This is an attempt to create a finance/budgeting assistant. This will be using LLMs to parse raw text coming from account statements and feeding this into a database used for further analysis. Among the features on this app:

• Parse raw account transations
• Assign categories based on transactions names (try to make this as consistent and flexible as possible)
• Split big inputs from customers that might exceed model max tokens limitations (i.e 4096 etc)
• Simple dashboard for data visualization
• Enable user to talk to its own data through chat UI

Running it locally

The application is all built using docker containers. There are 3 containers, where pdadmin is only used for development.

• Run:

• Clone this repo

• Create .env file with the following format in the root directory:

OPENAI_API_KEY="..."
POSTGRES_PASSWORD="..."
POSTGRES_USER=".."
PGADMIN_DEFAULT_EMAIL="..."
PGADMIN_DEFAULT_PASSWORD="..."
DISCORD_BOT_TOKEN=".."
DISCORD_GUILD_ID=..
OPENAI_MODEL_NAME="gpt-3.5-turbo"
ENVIRONMENT="PROD"

• docker-compose --profile (dev or prod) up -d --build --force-recreate

• If you need to clean up the volumes to reset database, run:

  • docker-compose down
  • docker volume rm llm-budget-assistant_pgadmin

Running on GCP (or other cloud services)

Setting up first installation

• sudo apt-get update -y

• sudo apt-get upgrade

Install Docker

• curl -fsSL https://get.docker.com -o get-docker.sh

• sudo sh get-docker.sh

• sudo usermod -aG docker {user}

• newgrp docker

Installing docker-compose

• sudo curl -L "https://github.com/docker/compose/releases/latest/download/docker-compose-$(uname -s)-$(uname -m)" -o /usr/local/bin/docker-compose
• sudo chmod +x /usr/local/bin/docker-compose

Add firewall rule

• Make sure you have a TCP firewall rule set up for the same port used by streamlit (default is 8501)

Making custom domain to work

Instal nginx (for more reference):

• sudo apt-get install nginx
• sudo nano /etc/nginx/sites-available/default
  • Add this to the file above

  • listen       80;
    server_name  47.74.21.181; # Domain name or IP address
    location / {
        proxy_pass http://0.0.0.0:8501/; # Route from HTTP port 80 to Streamlit port 8501
        proxy_set_header X-Forwarded-For $proxy_add_x_forwarded_for;
        proxy_set_header Host $http_host;
        proxy_redirect off;
        proxy_http_version 1.1;
        proxy_set_header Upgrade $http_upgrade;
        proxy_set_header Connection "upgrade";
    }
    }```

Installing SSL:

• sudo apt install certbot python3-certbot-nginx
• sudo certbot --nginx -d ＜Domain＞

For updates in the enviroment specs

To make sure new changes in dependencies are correctly added to requirements ( and are easily usable afterwards..):

After new additions run:

pip list --format=freeze > requirements.txt

For fresh enviroment installations:

pip install -r requirements.txt