Python-Powered Finance Tracking System

A clean, production-ready backend finance management system built with Django and SQLite. Designed to manage personal financial transactions, generate summaries, and enforce role-based access control.

Live Repository

https://github.com/machi8838/python-powered-finance-system

Technology Stack

• Framework: Django 5.2
• API: Django REST Framework
• Database: SQLite (Django ORM)
• Language: Python 3.14
• Authentication: Django Session Authentication

Why SQLite?

SQLite requires zero configuration, stores everything in a single file, and is perfectly suited for a personal finance tracking system. Switching to PostgreSQL requires only a one-line change in settings.py.

Project Structure

finance_project/ ├── users/ # User management + role-based permissions ├── transactions/ # Financial records CRUD + filtering ├── analytics/ # Summary and insights endpoints ├── services/ # Pure business logic layer └── finance_project/ # Django config and settings

User Roles

Role	View	Filter/Analytics	Create/Update/Delete	Manage Users
Viewer	✅	❌	❌	❌
Analyst	✅	✅	❌	❌
Admin	✅	✅	✅	✅

Setup Instructions

# 1. Clone the repository
git clone https://github.com/machi8838/python-powered-finance-system.git
cd python-powered-finance-system

# 2. Create virtual environment
python -m venv venv
venv\Scripts\activate        # Windows
source venv/bin/activate     # Mac/Linux

# 3. Install dependencies
pip install -r requirements.txt

# 4. Run migrations
python manage.py migrate

# 5. Load sample data
python manage.py seed_data

# 6. Start server
python manage.py runserver

Test Credentials

Role	Username	Password
Admin	admin_user	Admin@1234
Analyst	analyst_user	Analyst@1234
Viewer	viewer_user	Viewer@1234

API Endpoints

Method	Endpoint	Description	Access
POST	/api/users/login/	Login	Public
GET	/api/transactions/	List transactions	All
POST	/api/transactions/	Create transaction	Admin
GET	/api/transactions/filter/	Filter transactions	All
GET	/api/summary/	Full financial summary	Analyst, Admin
GET	/api/summary/monthly/	Monthly totals	Analyst, Admin
GET	/api/summary/balance/	Current balance	Analyst, Admin
GET	/api/summary/recent/	Recent activity	All

Assumptions

• Each user manages their own finances only
• Categories are free text stored in lowercase
• Authentication uses Django sessions
• Amounts use Decimal type for financial precision

Running Tests

python manage.py test transactions --verbosity=2

Django Admin Panel

http://127.0.0.1:8000/admin/ Login with admin_user / Admin@1234