Finance Manager

The Finance Manager application is a simple tool to track and manage your finances. This app allows you to record your income and expenses, edit entries, delete records, and view your balance in real-time. The data is stored in an SQLite database, which ensures that your financial records persist even after you close the application.

Features

• Add Transactions: Record income or expenses with a description and date.
• Edit Transactions: Modify existing records.
• Delete Transactions: Remove unwanted entries.
• Balance Display: View your balance, calculated as the total income minus expenses.
• Data Persistence: Financial records are stored in an SQLite database (finance_manager.db).
• Transaction History: View a detailed table of all transactions, sortable by date, amount, or type.
• Dynamic Updates: The balance and transaction list update automatically after each operation.

Requirements

• Python 3.x
• tkinter (for the graphical user interface)
• sqlite3 (for database functionality)

These libraries are standard with Python, so you don't need to install anything extra.

How to Use

Adding a Transaction

1. Select the transaction type (either income or expense) from the dropdown.
2. Enter the amount in the "Amount" field.
3. Provide a description for the transaction (optional).
4. Enter a date (optional; defaults to today's date).
5. Click the "Add Transaction" button to save the entry.

Editing a Transaction

1. Click on a transaction in the transaction list (Treeview).
2. Modify any of the fields (type, amount, description, date).
3. Click the "Edit Transaction" button to save your changes.

Deleting a Transaction

1. Select a transaction from the list.
2. Click the "Delete Transaction" button.
3. Confirm the deletion in the popup.

Viewing Balance

• The balance is calculated automatically by subtracting total expenses from total income.
• It is displayed at the top of the application window.

Transaction List

• All transactions are displayed in a table (Treeview) with the following columns:
  • ID: A unique identifier for each transaction.
  • Type: Whether the transaction is income or expense.
  • Amount: The amount of the transaction.
  • Description: A brief description of the transaction (if provided).
  • Date: The date when the transaction occurred.

Code Walkthrough

SQLite Database

The app uses SQLite to store the financial data in a database. A table called transactions is created with the following fields:

• id: An auto-incrementing primary key.
• type: The transaction type (income or expense).
• amount: The amount of money involved in the transaction.
• description: A description of the transaction.
• date: The date when the transaction occurred.

SQL queries are used to insert, update, delete, and select transactions.

Functions

• add_entry(): Adds a new transaction (income or expense) to the database. It validates the input and updates the balance and transaction list after adding the transaction.
• clear_entries(): Resets the input fields (transaction type, amount, description, date) to their default values.
• update_balance(): Calculates and updates the balance by fetching the total income and total expenses from the database.
• refresh_transactions(): Refreshes the Treeview widget to show the latest transactions from the database.
• load_selected_transaction(): Loads the selected transaction from the Treeview into the input fields for editing.
• edit_entry(): Edits an existing transaction based on the selected ID.
• delete_entry(): Deletes the selected transaction from the database after a confirmation prompt.

UI Components

• Entry Fields: For entering transaction details (amount, description, date).
• Buttons: For adding, editing, and deleting transactions.
• Treeview: Displays all transactions in a table format, allowing users to select and edit them.
• Balance Label: Shows the current balance, which is updated automatically.

Treeview (Transaction List)

• The Treeview is used to display the transactions in a tabular format with columns for ID, Type, Amount, Description, and Date.
• You can select a row in the Treeview to edit or delete the corresponding transaction.

Installation

1. Clone the repository or download the script.
2. Ensure that Python 3.x is installed on your system.
3. Run the script:

python finance_manager.py

The app will automatically create a finance_manager.db database file if it does not already exist.

License

This project is open-source and available under the MIT License.

Acknowledgements

• tkinter for the graphical user interface.
• sqlite3 for the database functionality.