A simple and interactive Personal Finance Management System built using Python, SQLite, and Streamlit.
This application allows you to add, view, update, delete, search, and visualize your financial transactions easily — all through a clean web-based interface.
✅ Add new transactions with details like ID, Type, Purpose, Amount, and Date.
✅ View all transactions in a tabular format.
✅ Update or delete existing transactions.
✅ Search transactions by a specific date or date range.
✅ View Weekly and Monthly spending trends using line charts.
✅ Analyze Purpose-wise spending through bar charts.
✅ Automatically stores all data in a local SQLite database (finance.db).
- Python 3.10+
- Streamlit – for the interactive UI
- SQLite3 – for local database storage
- Pandas – for data handling
- Matplotlib – for plotting trends
📁 Financial Management System │ ├── main.py # Main Streamlit application ├── finance.db # SQLite database (auto-created) ├── README.md # Documentation (this file) └── requirements.txt # Dependencies (optional)
git clone https://github.com/yourusername/finance-manager.git
cd finance-managerMake sure Python is installed. Then run:
pip install streamlit pandas matplotlibIf your file is named main.py and is inside a folder like Main, run the app using the following command:
streamlit run Main/main.py💡 Tip: You must be inside your project’s root directory in the terminal before running the command.
Once you run it, Streamlit will open your Finance Manager web app in your browser at:
🔹 Add Transaction
Enter details such as Transaction Number, ID, Type (Credited/Debited), Purpose, Amount, and Date.
🔹 View Transactions
Displays all transactions in a table with total credited, total debited, and current balance.
🔹 Search by Date
Find transactions that occurred on a specific date or between two dates.
🔹 Update Transaction
Edit any field (Purpose, Amount, Date, etc.) for a specific transaction.
🔹 Delete Transaction
Remove an unwanted transaction safely.
🔹 View Trends
Visualizes your weekly and monthly spending patterns using line charts.
🔹 Purpose-wise Spending
Shows your expenses by category (Purpose) using a bar chart.
The database file finance.db is automatically created in the same folder when you run the app for the first time.
You can rename or move it, but make sure to update its path in the code if you do.
To stop the app, press Ctrl + C in your terminal.
Add login authentication
Export data as CSV or Excel
Add savings goals and reminders
Dark mode and custom UI styling
Aarush Rahul Patel 📅 Built with passion for coding, finance, and data visualization ✨ “Code your money, manage your future.”
Edited by
Aditya Gaurav
This project is open-source and free to use for learning and personal projects.