Meeting 13 - betoooo08/MyFinPlanner GitHub Wiki

Week 13 (Holy Week) – AI Integration

Alberto

Integrated MyFinancePal AI assistant to generate insights from Goals, Transactions, and Budgets.

Stored AI prompts/responses in the backend using the AIInsight model.

Linked reports to insights for better traceability.

Challenge: Managing AI responses and avoiding redundancy across insight types.

📌 Plan: Route insights to correct pages (Reports and Goals) and improve UX.

Martín

Connected AI insights to the Reports page for Budgets and Transactions.

Integrated goal-related insights into the Goals page.

Styled and organized the views to make AI-generated content intuitive.

Challenge: Making the insights visually distinct and relevant for each user context.

📌 Plan: Continue testing and polish the user flow between reports and goals.