Expenses DashBoard

screenshot of Expenses DashBoard

Python program for tracking credit expenses

Overview:

The Expenses Dashboard is a software designed to help users keep track of their credit card expenses. The project was initiated by the developer's father, who wanted a tool to monitor his monthly spending. The software allows users to register and log in, upload transaction data, categorize expenses by sectors, and filter and analyze the data using tables and diagrams.

Features:

  • Registration and login: Users can create an account and log in to the software using dash-flask-login open source.
  • Add and remove transaction: Users can upload xls files containing transaction data. The goal is to automate the retrieval of data from the credit card company's website in the future.
  • Display of expenses by sectors: Transactions are categorized into different sectors using Redis. Keywords and their corresponding sectors are stored in the database. When a new transaction is detected, the software checks if the keywords exist in the database. If not, it performs a Google search.
  • Data filtering: SQLAlchemy is used to pull data from the database, and panda is used for data processing.
  • Technologies: The software is built using Flask, Dash, Redis, SQLAlchemy, panda, google-api, and dash-flask-login.

Summary:

The Expenses Dashboard is a software developed to help users track their credit card expenses. It offers features such as registration and login, transaction upload, expense categorization, and data filtering. The software is built using Flask, Dash, Redis, SQLAlchemy, panda, google-api, and dash-flask-login. By following the installation guide, users can run the application locally and start managing their expenses more effectively.