My Expense Tracker

Introduction

This is a simple web application built using Flask, a Python web framework, to track and visualize expenses from a CSV file. The application allows users to upload a CSV file containing transaction data, performs data validation and cleaning, and presents a summary of income, expenses, and a breakdown of expenses by category. The expense data is visualized using a bar chart, and users can filter the chart based on predefined amount ranges.

Features

• Upload CSV File: Users can upload a CSV file containing transaction data.
• Data Validation: The application performs validation checks on the CSV file to ensure it contains the required columns ('Amount', 'Type', 'Beneficiary name').
• Data Cleaning: Empty or invalid entries in the 'Type', 'Beneficiary name', and 'Amount' columns are handled.
• Dynamic Mapping: The application dynamically maps similar beneficiary names to a standardized name for better categorization.
• Manual Mapping: Specific beneficiary names are manually mapped for accurate categorization.
• Expense Summary: Provides an overview of total income, total expenses, and a breakdown of expenses by category.
• Filtering: Users can filter the expense chart based on predefined amount ranges.

Usage

1. Upload CSV File:

   • Click on the "Upload CSV File" button on the home page.
   • Select a CSV file with the required columns ('Amount', 'Type', 'Beneficiary name') and click "Upload."

2. View Summary:

   • After uploading, click on the file name to view the expense summary.
   • The summary includes total income, total expenses, and a table of categorized expenses.

3. Filter Chart:

   • Use the dropdown menu to filter the expense chart based on predefined amount ranges.
   • The chart dynamically updates based on the selected filter.

Prerequisites

• Python 3.x
• Flask
• Pandas
• NumPy
• Chart.js (JavaScript library)

Setup

1. Clone the repository:

   git clone https://github.com/tyagi-achint/expense-tracker.git

2. Install the required dependencies:

   pip install -r requirements.txt

3. Run the Flask application:

   python app.py

4. Open your web browser and go to http://localhost:5000 to use the Expense Tracker.

File Structure

• app.py: Flask application code.
• templates/: HTML templates for the web pages.
• static/: Static files (CSS, JS, images).
• uploads/: Folder to store uploaded CSV files.

Customization

• Dynamic Mapping: Adjust the add_to_dynamic_mapping function in app.py to modify dynamic mapping behavior.
• Manual Mapping: Update the manual_mapping dictionary in app.py to add or modify manual mappings.

Contributors

-Achint Tyagi achinttyagi001@gmail.com

Feel free to contribute, report issues, or suggest improvements.