Personal Finance Tracker

A comprehensive web-based personal finance tracker built with Flask and SQLite. Track your income, expenses, and transfers with beautiful visualizations and persistent storage.

Features

🏠 Dashboard

• Summary Cards: View total income, expenses, and net amount at a glance
• Pie Chart Visualization: See expense breakdown by category with percentages
• Transaction History: Complete list of all transactions with filtering and sorting

💰 Transaction Management

• Multiple Transaction Types:
  • Expenses (with detailed categories)
  • Income (salary, freelance, investments, etc.)
  • Transfers (between accounts)
• Multiple Currencies: Support for USD, EUR, GBP, JPY, CAD, AUD, SGD
• Recurring Transactions: Set up automatic recurring expenses/income
• Detailed Notes: Add descriptions and notes to any transaction

📊 Categories

Expenses: Food & Dining, Transportation, Housing & Rent, Utilities, Entertainment, Shopping, Healthcare, Education, Travel, Insurance, Taxes, Other

Income: Salary, Freelance, Investment, Business, Gifts, Refunds, Other

Transfers: Bank Transfer, Credit Card Payment, Savings, Investment, Other

🔄 Recurring Transactions

• Set frequency: Weekly, Bi-weekly, Monthly, Quarterly, Yearly
• Configure start and end dates
• Automatic transaction generation

📱 Responsive Design

• Mobile-friendly interface
• Modern, clean UI with glassmorphism effects
• Smooth animations and transitions

Installation

1. Clone the repository:

   git clone <repository-url>
   cd finance-tracker

2. Install dependencies:

   pip install -r requirements.txt

3. Run the application:

   python main.py

4. Open your browser and navigate to http://localhost:5000

Database

The application uses SQLite for persistent storage. The database file (finance_tracker.db) will be automatically created when you first run the application.

Database Schema

CREATE TABLE transactions (
    id INTEGER PRIMARY KEY AUTOINCREMENT,
    type TEXT NOT NULL,                    -- 'expense', 'income', 'transfer'
    amount REAL NOT NULL,
    currency TEXT DEFAULT 'USD',
    category TEXT,
    description TEXT,
    date TEXT NOT NULL,
    is_recurring BOOLEAN DEFAULT FALSE,
    recurring_frequency TEXT,
    recurring_start_date TEXT,
    recurring_end_date TEXT,
    created_at TEXT DEFAULT CURRENT_TIMESTAMP
);

Usage

Adding Transactions

1. Click "Add Transaction" on the dashboard
2. Select transaction type (Expense/Income/Transfer)
3. Enter amount and select currency
4. Choose appropriate category (dynamically updates based on type)
5. Add optional description/notes
6. Set date (defaults to today)
7. Optionally enable recurring transaction settings
8. Click "Add Transaction"

Viewing Data

• Dashboard: Overview with summary cards and pie chart
• Transaction Table: Complete history with delete functionality
• Charts: Visual breakdown of expense categories

Managing Transactions

• Delete transactions using the delete button in the transaction table
• All changes are automatically saved to the database

Future Enhancements

Planned Features

• User authentication and multi-user support
• CSV import from bank statements
• Export functionality (PDF, Excel)
• Budget tracking and alerts
• Advanced analytics and reporting
• Mobile app version
• Cloud synchronization

CSV Import

The application is designed to support CSV import from bank statements. Future versions will include:

• Automatic category detection
• Transaction matching
• Bulk import functionality
• Support for various bank formats

Technology Stack

• Backend: Flask (Python)
• Database: SQLite
• Frontend: HTML5, CSS3, JavaScript
• Charts: Chart.js
• Styling: Custom CSS with glassmorphism effects

Contributing

1. Fork the repository
2. Create a feature branch
3. Make your changes
4. Test thoroughly
5. Submit a pull request

License

This project is open source and available under the MIT License.

Support

For issues, questions, or feature requests, please open an issue on the GitHub repository.