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This is a personal finance analysis web app project, developed using Dash-Plotly Python as front-end and Supabase as backend, with a local database storage. With this app, the user can add all their monthly incomes and expenses and track their spending evolution on an interactive dashboard.

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Personal Budget

Dash Video

This is a personal finance analysis web app project, developed using Python and dependences library, with Supabase as backend. With this app, the user can add all their monthly incomes and expenses and track their spending evolution on an interactive dashboard.

Status: Developing⚠️

🔧 Features

  • Backend using SupaBase: Authentication, Realtime Database, Storage, and Hosting
  • Collect and store user's incomes
  • Collect and store user's expenses
  • Provide a dashboard page for visual analysis of the data provided
  • Provide a statement page so the user can view the data in a more detailed and complete way
  • Import income and expense data from a Statement file in CSV or Excel format

📦 How to install

Requirements

  • Python 3.8 or higher
  • Pip
  • Virtualenv

Steps

  1. Clone the repository
  2. Create a virtual environment
  3. Install the dependencies
  4. Create a Supabase account
  5. Create a new project on Supabase
  6. Create the tables in docs/database.png
  7. Add the Supabase URL and Key to the config.ini file (static/config/config.ini)

👨‍💻 Technologies Used

Frontend developed using PYTHON and the following libraries and backend using SupaBase:

  • Dash
  • Flask
  • Dash-Core-Components
  • Dash HTML
  • Dash Bootstrap
  • Plotly
  • Pandas
  • Numpy
  • Yfinance
  • xlrd
  • supabase

🚀 Future Plans

  • Implement integration with bank APIs to automatically collect data
  • List of desires for products
  • Integration with apps to compare prices of products
  • Allow the user to set and track financial goals
  • Provide suggestions for improving financial habits
  • IA to integrate list of products desires and financial habits with personal needs
  • Enable exporting data to other financial management tools
  • Integration with coupons apps based on financial habits
  • Import expenses from receipts of markets using OCR

Copyright © 2023 Vitor Rocha/p>

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This is a personal finance analysis web app project, developed using Dash-Plotly Python as front-end and Supabase as backend, with a local database storage. With this app, the user can add all their monthly incomes and expenses and track their spending evolution on an interactive dashboard.

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