💵 EZ Money

An EZ money tracker.

🎥 See it in action!

About

EZ Money is a Flask-based income/expense tracker that's simple to use.

Features:

• Responsive web design using Bootstrap
• Google OAuth 2.0 authentication using Authlib
• Data management using SQLite
• Data visualization using Chart.js
• Currency format changer using currencies

This is my final project for CS50x.

Setup

It's fairly easy to get it started:

1. Clone or download this repository.

2. Set up and activate a venv on the repository.

3. Install the ezmoney package.

   $ pip install .

4. Get your Google API client ID.

   • The scope must include userinfo.email, userinfo.profile, and openid.
   • Take note of your client id and client secret.

5. Add the following redirect URIs to your client ID's Authorized redirect URIs:

   • http://localhost/auth/authorize
   • http://127.0.0.1/auth/authorize

6. Create a .env file on the repository and set up the following environment variables:

   GOOGLE_CLIENT_ID="your google client id"
   GOOGLE_CLIENT_SECRET="your google client secret"

7. Run the Flask server.

   $ flask --app ezmoney run

Usage

Logging In

EZ Money uses Google OAuth 2.0 for authentication, so you can use any Google account to log in and use the application.

Transaction Operations

Add

You can add an income or an expense by pressing the Add Transaction button.

Add an income by inputting a positive number. Add an expense by inputting a negative number. You can only input numbers between -1 billion and 1 billion, and with no more than 2 decimal places. A description and date must also be provided. The date must also be valid, and the app will not accept dates that are greater than the current date.

Edit

Hover over a transaction and press the Edit (✏️) button to edit it. The same rules for adding apply.

Delete

Hover over a transaction and press the Delete (🗑️) button to delete it.

Sorting Transactions

You can sort transactions by week, month, and year via the Sort by dropdown menu. It defaults to "All time."

Settings

Changing Currency Format

You can change the format of the currency via the currency selector. It uses the currencies Python package to do this.

Graph Visibility

You can toggle the visibility of the graph by toggling the graph visibility switch.

Deleting All Transactions

If you want to delete all of your transactions, you can do so by clicking the Delete All Transactions button. Be careful! You can not undo this process.