Finance Tracker

Overview

Finance Tracker is a Django-based web application designed to help users manage their finances by tracking income, expenses, and visualizing financial data. Users can add transactions, categorize them, and generate reports in PDF or Excel format. The application is responsive, secure, and user-friendly.

Features

• User Registration & Authentication: Secure user registration and login functionality.
• Add Transactions: Easily add income or expense transactions.
• Category Management: Categorize transactions for better financial organization.
• Transaction Visualization: Visualize expenses by category using bar charts.
• Export Reports: Export transaction reports as PDF or Excel files.
• Responsive Design: Works seamlessly on both desktop and mobile devices.

Tech Stack

• Backend: Django, Python 3.12
• Frontend: HTML5, CSS3, Bootstrap 5.2.3
• Database: SQLite (default, can be replaced with PostgreSQL or MySQL)
• Reports: ReportLab for PDF generation, OpenPyXL for Excel file creation

Installation

1. Clone the repository:

   git clone https://github.com/TBJr/finance_tracker.git
   cd finance_tracker

2. Create a virtual environment:

   python3 -m venv .venv
   source .venv/bin/activate

3. Install dependencies:

   pip install -r requirements.txt

4. Apply migrations:

   python manage.py makemigrations
   python manage.py migrate

5. Create a superuser:

   python manage.py createsuperuser

6. Run the development server:

   python manage.py runserver

7. Access the application:

   • Open your browser and go to http://127.0.0.1:8000/

Usage

• Register and Login: Users need to register and log in to access the application features.
• Add Categories: Go to the admin panel to add new categories or use the default ones.
• Add Transactions: Use the "Add Transaction" form to record income or expenses.
• View Transactions: View your transaction history and filter by date or category.
• Visualize Data: Visualize your expenses by category using the "Visualize Expenses" option.
• Export Reports: Export your transaction history as PDF or Excel for offline use.

Screenshots

Contributing

Contributions are welcome! Please fork the repository and submit a pull request.

License

This project is licensed under the MIT License. See the LICENSE file for details.

Contact

For any inquiries or issues, please contact TBJr.