Personal Finance Tracker

A web-based personal finance tracking application built with Flask that helps users manage their expenses, visualize spending patterns, and set budget goals.

Features

• User authentication and personal accounts
• Expense logging and categorization
• Spending visualization with interactive charts (Line and Bar charts)
• Budget goal setting and tracking
• Monthly and category-wise expense reports
• Responsive design with Bootstrap
• Visual feedback with icons and animations
• Indian Rupee (₹) currency support

Dependencies

• Flask
• Flask-SQLAlchemy
• Flask-Login
• Chart.js (for visualizations)
• Bootstrap 5 (for styling)
• Bootstrap Icons

Features in Detail

Dashboard

• Overview of monthly expenses
• Category-wise expense distribution
• Recent transactions
• Budget tracking with progress bars

Expense Management

• Add new expenses with categories
• View all expenses in a tabular format
• Filter and sort expenses

Budget Management

• Set budgets for different categories
• Visual progress tracking
• Alerts for over-budget categories

Authentication

• User registration with email
• Secure login system
• Remember me functionality

Setup Instructions

1. Create a virtual environment:

   python -m venv venv
   

2. Activate the virtual environment:

   • Windows:

     venv\Scripts\activate
     

   • Unix/MacOS:

     source venv/bin/activate
     

3. Install dependencies:

   pip install -r requirements.txt
   

4. Run the application:

   python run.py
   

5. Access the application at http://localhost:5000

6. Extract venv.zip as projectname/venv

Project Structure

finance_tracker/ ├── app/ │ ├── init.py # Application factory and configuration │ ├── models.py # Database models (User, Expense, Budget) │ ├── routes.py # Application routes and views │ └── auth.py # Authentication routes ├── static/ │ ├── css/ │ │ └── style.css # Custom styles │ └── js/ # JavaScript files ├── templates/ │ ├── base.html # Base template with navigation │ ├── dashboard.html # Main dashboard with charts │ ├── expenses.html # Expense listing page │ ├── add_expense.html # Add expense form │ ├── set_budget.html # Budget management │ ├── login.html # Login page │ └── register.html # Registration page ├── instance/ │ └── finance.db # SQLite database ├── venv/ # Virtual environment ├── requirements.txt # Project dependencies ├── run.py # Application entry point └── README.md # Project documentation