Personal Finance Manager

Personal Finance Manager is a Python-based application that helps users track their income and expenses, set financial goals, and generate detailed financial reports.

Features

1. Transaction Management

   • Add new income or expense transactions
   • View transactions within a specified date range

2. Financial Reporting

   • Generate yearly or monthly financial reports
   • View summary statistics (total income, expenses, and savings)
   • Visualize income and expenses over time with matplotlib
   • Export reports to PDF format

3. Goal Setting

   • Set financial goals with target amounts and dates
   • Track progress towards financial goals

4. Data Visualization

   • Plot income and expenses over time

5. Data Storage

   • Store all financial data in a CSV file for easy access and portability

Live Preview

For a live preview of this project, you can use Google Colab. Click on the link below to open the notebook:

Open in Google Colab

Note

You can use the demo 'finance.csv' file for the testing purpose, present in the 'testing data' folder

Requirements

• Python 3.x
• pandas
• matplotlib
• reportlab

Installation

1. Clone this repository or download the source code.
2. Install the required packages:

Usage

Run the main script to start the application:

Follow the on-screen prompts to navigate through the application's features.

File Structure

• main.py: Main script containing all the functionality
• finance_data.csv: CSV file storing all financial transactions
• transaction_plot.png: Generated plot of income and expenses over time
• financial_report_*.pdf: Generated PDF reports

Contributing

Contributions, issues, and feature requests are welcome. Feel free to check issues page if you want to contribute.

License

MIT