Finance Manager

Finance Manager is a web-based application designed to help users manage their finances by tracking incomes and expenses, generating various financial reports, and customizing financial settings.

Table of Contents

• Features
• Installation
• Use Cases
• Routes
• Configuration
• Visualizations
• Images
• Inquiries
• Contributing
• License

Features

• User authentication (Signup, Login, Logout)
• Add and manage incomes and expenses
• Generate and view various financial reports (weekly, monthly, yearly)
• Customize financial settings (layout, currency, theme, categories, sources)
• Dashboard view for an overview of financial status
• Visualizations for income and expense distributions

Installation

To install and run this project locally, follow these steps:

1. Clone the repository:

   git clone https://github.com/WhoIsJayD/Finance-Manager.git
   cd Finance-Manager

2. Create and activate a virtual environment:

   python -m venv venv
   source venv/bin/activate  # On Windows, use `venv\Scripts\activate`

3. Install the required packages:

   pip install -r requirements.txt

4. Set up environment variables:

   Create a .env file in the project root directory and add the following variables:

   MONGO_URI=your_mongo_uri
   SECRET_KEY=your_secret_key
   

5. Run the application:

   python app.py

   The application will be available at http://127.0.0.1:5000/.

Use Cases

College Students

1. Managing Limited Budgets

• Use Case: College students often have limited budgets and need to manage their finances carefully. Finance Manager can help track their monthly allowance, part-time job income, and various expenses such as tuition fees, books, and daily living expenses.
• Benefit: By visualizing their spending habits and income sources, students can make informed decisions to avoid overspending and save money.

2. Planning for Events and Activities

• Use Case: College life involves various activities such as social events, clubs, and trips. Students can use Finance Manager to plan and budget for these activities.
• Benefit: This helps in ensuring they have enough funds for important events and activities without disrupting their overall budget.

School Students

1. Learning Financial Responsibility

• Use Case: School students can use Finance Manager to learn about financial responsibility by tracking their pocket money, gifts, and small earnings from chores or part-time work.
• Benefit: This early exposure to financial management helps them develop good financial habits and understand the value of money.

2. Saving for Goals

• Use Case: School students often have short-term saving goals, such as buying a new gadget or saving for a school trip. They can use Finance Manager to set these goals and track their progress.
• Benefit: This instills a sense of discipline and motivation to save towards specific goals.

Bachelors and Young Professionals

1. Managing Multiple Income Sources

• Use Case: Bachelors and young professionals may have multiple sources of income, including salaries, freelance work, and investments. Finance Manager can help track all these sources efficiently.
• Benefit: By consolidating all income sources, users get a clear picture of their total earnings and can plan their expenses and savings better.

2. Budgeting for Independent Living

• Use Case: Young professionals living independently need to manage rent, utilities, groceries, transportation, and other living expenses. Finance Manager can assist in creating and maintaining a budget for these expenses.
• Benefit: This ensures that they can live within their means, avoid debt, and save for future needs.

3. Planning for Future Goals

• Use Case: Young professionals often have future financial goals such as buying a car, traveling, or saving for further education. Finance Manager can help them track their savings and plan for these goals.
• Benefit: This structured approach to saving helps in achieving long-term financial goals efficiently.

Families and Couples

1. Joint Financial Management

• Use Case: Couples and families can use Finance Manager to manage joint finances, including shared expenses like rent/mortgage, utilities, groceries, and savings for family goals.
• Benefit: This promotes transparency and cooperation in managing household finances, ensuring that both partners are on the same page financially.

2. Tracking and Reducing Expenses

• Use Case: Families can track their spending across various categories and identify areas where they can reduce expenses, such as dining out, entertainment, and subscriptions.
• Benefit: This helps in optimizing the family budget and increasing savings.

3. Planning for Children’s Education

• Use Case: Families can use Finance Manager to save and plan for their children's education expenses, including tuition fees, books, and other related costs.
• Benefit: This ensures that they are financially prepared for their children's educational needs without compromising other financial goals.

General Use Cases

1. Financial Health Monitoring

• Use Case: Users can monitor their overall financial health by keeping track of their income, expenses, and savings over time.
• Benefit: Regular monitoring helps in identifying financial trends, making necessary adjustments, and maintaining financial stability.

2. Customized Financial Reports

• Use Case: Users can generate weekly, monthly, and yearly financial reports to analyze their financial performance.
• Benefit: These reports provide valuable insights into spending patterns and income sources, helping users make informed financial decisions.

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Routes

• GET /signup: Render the signup form.
• POST /signup: Handle user signup.
• GET /login: Render the login form.
• POST /login: Handle user login.
• GET /logout: Log out the current user.
• GET /: Display the dashboard (requires login).
• GET /add_expense: Render the form to add a new expense (requires login).
• POST /add_expense: Handle adding a new expense (requires login).
• GET /add_income: Render the form to add a new income (requires login).
• POST /add_income: Handle adding a new income (requires login).
• GET /reports: Display financial reports (requires login).
• GET /config: Render the form to update user configuration (requires login).
• POST /config: Handle updating user configuration (requires login).

Configuration

Users can customize their settings, including layout, currency, theme, categories, and sources. This is done via the /config route.

Visualizations

• Expense Chart: Pie chart of expenses by category.
• Income Chart: Bar chart of incomes by source.
• Balance Trend: Line chart showing the cumulative balance over time.

Images

1. Login
2. Signup
3. Dashboard
4. Add Expense
5. Add Income
6. Config
7. Report

Inquiries

For any inquiries or permissions, please contact:

• Name: Jaydeep Solanki
• Email: jaydeep.solankee@yahoo.com
• LinkedIn: Jaydeep Solanki on LinkedIn

Contributing

Feel free to fork this repository and contribute by submitting pull requests. Any contributions, whether bug fixes or feature enhancements, are welcome.

License

This project is licensed under the MIT License.

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