This is a simple finance tracking project that allows users to record and view financial transactions. The project stores data in a CSV file and provides functionalities to add new transactions and view transaction history within a specific date range.
- Add new transactions (income or expenses) with date, amount, category, and description.
- View transactions filtered by date range.
- Display a summary of income, expenses, and net savings.
- Generate daily transaction charts for income and expenses.
- Python 3.9
- Python Libraries:
pandas
matplotlib
You can install the necessary dependencies using pip:
pip install pandas matplotlib
- main.py: Main file containing functions to add transactions, view transactions, and generate charts.
- data_entry.py: File containing helper functions to collect data from the user.
- finance_data.csv: CSV file storing the financial transactions.
- Clone the repository to your local environment:
git clone https://github.com/your-username/finance-tracker.git
cd finance-tracker
- Ensure all dependencies are installed:
pip install -r requirements.txt
- Run the main.py file to start the program:
python main.py
- Follow the menu instructions to add transactions or view transaction history.
Transactions are stored in the finance_data.csv file in the following format:
date,amount,category,description
01-08-2023,1500.00,Income,Salary payment
02-08-2023,200.00,Expense,Monthly rent
...
- date: Transaction date in DD-MM-YYYY format.
- amount: Transaction amount.
- category: Transaction category (Income for income, Expense for expenses).
- description: Optional transaction description.
When running the program, you will see a menu with the following options:
- Add a new transaction
- View transactions within a specific date range
- Exit
You can add transactions and view them as needed. Additionally, the program allows generating charts of daily transactions.