Expense Management System

A full-stack Expense Management System built with FastAPI (backend) and Streamlit (frontend) that allows users to track daily expenses and analyze spending through interactive analytics.

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Features

• Add and update daily expenses
• View expenses by date
• Analyze expenses over a date range
• Monthly expense analytics
• Category-wise expense comparison (bar charts)
• Clean REST API with FastAPI
• Interactive dashboard using Streamlit
• Centralized logging
• Environment-based configuration

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Tech Stack

Backend

• FastAPI
• MySQL
• Pydantic
• Uvicorn

Frontend

• Streamlit
• Pandas

Other

• Conda (environment management)
• Pytest (testing)
• Logging
• Git

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Project Structure

EXPENSE_MANAGER/
│
├── backend/                  # FastAPI backend (API + database logic)
│   ├── __init__.py           # Marks backend as a Python package
│   ├── db_helper.py          # Database access layer (SQL queries, connections)
│   ├── logging_setup.py      # Centralized logging configuration
│   └── server.py             # FastAPI app and API route definitions
│
├── frontend/                 # Streamlit frontend (UI layer)
│   ├── __init__.py           # Marks frontend as a Python package
│   ├── app.py                # Streamlit entry point (tabs & layout)
│   ├── add_update_ui.py      # Add / update daily expenses UI
│   ├── analytics_ui.py       # Date-range analytics UI
│   ├── analytics_months_ui.py# Monthly expense analytics UI
│   └── category_analytics_ui.py # Category-wise expense comparison UI
│
├── logs/                     # Application logs
│   └── server.log            # Backend runtime logs
│
├── tests/                    # Automated tests
│   ├── backend/              # Backend unit & integration tests
│   └── frontend/             # Frontend/UI tests (if added later)
│
├── .env                      # Environment variables (DB creds, secrets)
├── .gitignore                # Git ignored files & folders
├── .python-version           # Python version pinning
├── conftest.py               # Pytest global fixtures
├── environment.yml           # Conda environment definition
├── pyproject.toml            # Project metadata & dependencies
├── uv.lock                   # Locked dependency versions (uv)
├── main.py                   # Optional entry point / experiments
└── README.md                 # Project documentation

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⚙️ Setup Instructions

1️⃣ Clone the repository

git clone https://github.com/jayasuryan-mutyala/Expense-Management-System
cd Expense-Management-System

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2️⃣ Create Conda virtual environment

conda env create -f environment.yml
conda activate expense_env

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3️⃣ Configure environment variables

Create a .env file in the project root:

DB_HOST=localhost
DB_NAME=expense_manager
DB_USER=root
DB_PASSWORD=your_password

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4️⃣ Run the FastAPI backend

uvicorn backend.server:app --reload

Backend will be available at:

http://127.0.0.1:8000

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5️⃣ Run the Streamlit frontend

streamlit run frontend/app.py

Frontend will be available at:

http://localhost:8501

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🧪 Running Tests

pytest

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📝 Logging

Logs are written to:

logs/server.log

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