/capital

Class Project

Primary LanguagePythonApache License 2.0Apache-2.0

Financial Management App

The application tracks finances for individuals and households

Capital-Logo

Class Project

Languages: Python

Frameworks: PySimpleGUI

pysimplegui_logo

Requirements

To use the program you will need to install PySimpleGUI (http://www.PySimpleGUI.org for instructions)

One of these will install it for you:

pip install PySimpleGUI
pip3 install PySimpleGUI

Running

Once the packages are installed, put these two files - capital.py, export_file.py and a folder - images found in this repository in the same directory and you only need to run the single Python file - capital.py

Functionalities of the Program:

For now program has functionalities for:

  • adding new transactions with Add Transaction button in the main window.
  • saving newly added transactions as a CSV or Excel file into \...\Documents\Capital folder with Save button from the menu File.
  • importing saved transaction files with Import button from the menu File.

More details

Finally, what has been done in the final program until now:

DONE:

1. Adding transactions with details (date, income/expenses, category, memo, amount) -> Add Transaction button in the main window

capital-add-transaction

capital-add-transaction

2. File creation (CSV, Excel) -> Save button from the menu File

capital-save-transactions

capital-save-transactions

3. Importing files that were created by the Capital app -> Import button from the menu File

capital-save-transactions

4. Showing added transactions in main window list

capital-save-transactions

5. Showing calendar inside the main window

capital-save-transactions

UNDONE:

6.  analytics page (diagrams for [income/expenses])
7.  yearly, monthly daily targets
8.  welcome page with icon
9.  make .exe file
10. Notification alarm