https://github.com/lucas54neves/financial-organizer

Financial organizer using Streamlit
https://github.com/lucas54neves/financial-organizer

data-analysis data-science financial-organizer plotly python streamlit

Last synced: about 1 month ago
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Financial organizer using Streamlit

• Host: GitHub
• URL: https://github.com/lucas54neves/financial-organizer
• Owner: lucas54neves
• License: mit
• Created: 2022-02-08T00:42:23.000Z (about 3 years ago)
• Default Branch: main
• Last Pushed: 2022-04-24T05:21:08.000Z (almost 3 years ago)
• Last Synced: 2024-11-13T15:56:40.337Z (3 months ago)
• Topics: data-analysis, data-science, financial-organizer, plotly, python, streamlit
• Language: Python
• Homepage:
• Size: 865 KB
• Stars: 0
• Watchers: 3
• Forks: 0
• Open Issues: 0
• Metadata Files:
  • Readme: README.md
  • License: LICENSE

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README

        
# financial-manager

Financial organizer using the Streamlit lib for data visualization.

## App access

The app's deployment was done on Heroku and can be accessed at [this link](https://neves-financial-organizer.herokuapp.com/).

## Data analyzed

The data used for analysis was randomly generated through [this script](https://github.com/lucas54neves/financial-organizer/blob/main/src/data/generate_data.py).

## Features

The app has two reports, an expense history report and an expense report monthly by category.

### Expense history report

The expense history report displays a line graph of apend by past periods. There is the option to display spending for the last three months, the last six months and the last year (last twelve months).

![Expense history report](https://github.com/lucas54neves/financial-organizer/blob/main/.github/images/expense_history_report.png)

### Expense report monthly by category

The expense report monthly by category displays spend by each category in a specific month. There is the option to choose between a bar chart and a pie chart. You can choose any month from the database.

![Expense history report 1](https://github.com/lucas54neves/financial-organizer/blob/main/.github/images/expense_report_monthly_by_category_1.png)

![Expense history report 2](https://github.com/lucas54neves/financial-organizer/blob/main/.github/images/expense_report_monthly_by_category_2.png)

The total spend for the month and the category with the highest spend are displayed below the graph.

![Total spend for the month and the category with the highest spend](https://github.com/lucas54neves/financial-organizer/blob/main/.github/images/expense_report_monthly_by_category_3.png)

All transactions for the month are displayed at the end.

![All transactions for the month](https://github.com/lucas54neves/financial-organizer/blob/main/.github/images/expense_report_monthly_by_category_4.png)

### Language option

There is an option to choose the display language. It is possible to choose between Portuguese and English.

![Language option](https://github.com/lucas54neves/financial-organizer/blob/main/.github/images/languages.png)

## Development

### To run locally

```

python3 -m venv venv

source venv/bin/active

pip install -r requirements.txt

streamlit run src/main.py

```

## Versions

### 0.1.0

-   [x] Expense history report.

-   [x] Expense report monthly by category.

-   [x] Display language option between English and Portuguese.