https://github.com/lordmitrii/budget-manager
This is a budget manager app that allows you to visualize your budget and to save it in database
https://github.com/lordmitrii/budget-manager
matplotlib pandas python seaborn sql
Last synced: about 1 year ago
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This is a budget manager app that allows you to visualize your budget and to save it in database
- Host: GitHub
- URL: https://github.com/lordmitrii/budget-manager
- Owner: lordmitrii
- License: mit
- Created: 2023-11-13T09:51:11.000Z (over 2 years ago)
- Default Branch: main
- Last Pushed: 2024-03-06T11:51:05.000Z (about 2 years ago)
- Last Synced: 2024-10-19T01:01:20.007Z (over 1 year ago)
- Topics: matplotlib, pandas, python, seaborn, sql
- Language: Python
- Homepage:
- Size: 92.8 KB
- Stars: 3
- Watchers: 1
- Forks: 0
- Open Issues: 0
-
Metadata Files:
- Readme: README.md
- License: LICENSE
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README
# Budget Manager
A Python-based budget management tool to categorize and visualize financial transactions. This project uses SQLite for database management and seaborn/matplotlib for data visualization.
## Project Structure
```plaintext
budget-manager/
├── bank_statement_example.xls # Example bank statement in Excel format
├── categorization.py # Script for categorizing transactions
├── data.db # SQLite database for storing transaction data
├── graph.png # Output visualization of the budget data
├── input.py # Script for reading and inserting data into the database
├── logger.log # Log file for tracking application logs
└── visual.py # Script for visualizing budget data
```
### categorization.py
Script for automatically categorizing financial transactions based on predefined keywords and user input. It uses SQLite for database operations and includes logging for tracking categorization activities.
### input.py
A utility script to read transaction data from an Excel file and insert it into the SQLite database. It handles data formatting and error logging.
### visual.py
Generates visual representations of financial data using seaborn and matplotlib. It provides insights into spending patterns by category and time.
## Installation and Usage
1. Clone the repository to your local machine.
2. Install the required libraries using `pip install -r requirements.txt`.
3. Run `input.py` to load your financial data into the database.
4. Execute `categorization.py` to categorize your transactions.
5. Use `visual.py` to generate visual insights into your spending.
## Features
- **Automated Categorization**: Automatically categorize transactions based on predefined keywords. Allows manual categorization for unclassified transactions.
- **Data Import**: Easily import transaction data from Excel files into a SQLite database for processing and analysis.
- **Interactive Visualizations**: Generate insightful visualizations of spending patterns, including categorization and time-based spending trends, using seaborn and matplotlib.
- **Customizable Categories**: Flexibility to define and modify transaction categories and associated keywords.
- **Transaction Logging**: Comprehensive logging system to track the process of transaction categorization and errors.
- **User Input for Categorization**: Interactive user prompts to categorize transactions that cannot be auto-categorized.
## Contributing
Contributions to enhance the functionality or efficiency of the Budget Manager are welcome. Feel free to fork the repository and submit pull requests.
## License
This project is open-sourced under the MIT License.