Personal Finance Management Application

📋 Overview

A comprehensive command-line personal finance management application built with Python and SQLite. This tool helps you track income, expenses, manage budgets, and generate detailed financial reports to maintain better control over your personal finances.

✨ Features

🔐 User Management

• Secure user registration and authentication
• Password hashing for enhanced security
• Multi-user support with isolated data

💰 Transaction Management

• Add, update, and delete income/expense transactions
• Categorized transaction tracking
• Date-based transaction filtering
• Detailed transaction descriptions

📊 Categories

• Pre-defined income and expense categories
• Custom category creation
• Category-based transaction organization

📈 Financial Reports

• Monthly financial summaries
• Yearly financial overviews
• Income vs expense analysis
• Category-wise spending breakdown

🎯 Budget Management

• Set monthly budgets for expense categories
• Budget tracking and alerts
• Overspending notifications
• Budget vs actual spending comparison

💾 Data Management

• Database backup and restore functionality
• JSON data export for portability
• Data integrity protection

🚀 Quick Start

Prerequisites

• Python 3.7 or higher
• SQLite3 (included with Python)

Installation

1. Clone the repository:

git clone https://github.com/yourusername/personal-finance-manager.git
cd personal-finance-manager

2. Run the application:

python finance_app.py

3. For running tests:

python finance_app.py test

📖 Usage

First Time Setup

1. Register a new user account
2. Default categories will be automatically created
3. Start adding your transactions

Main Features

Adding Transactions

• Select transaction type (Income/Expense)
• Choose from available categories
• Enter amount and description
• Specify date (defaults to today)

Viewing Reports

• Generate monthly reports for detailed analysis
• Create yearly summaries for long-term insights
• Track spending patterns by category

Budget Management

• Set monthly budgets for expense categories
• Monitor budget status and get alerts
• Track spending against budget limits

Data Protection

• Create regular backups of your financial data
• Export data in JSON format
• Restore from previous backups when needed

🏗️ Architecture

Core Components

• DatabaseManager: Handles SQLite database operations and connections
• AuthManager: Manages user authentication and registration
• CategoryManager: Handles income/expense category operations
• TransactionManager: Manages financial transaction CRUD operations
• ReportManager: Generates financial reports and summaries
• BudgetManager: Handles budget creation and tracking
• DataManager: Manages backup, restore, and export functionality

Database Schema

The application uses SQLite with the following main tables:

• users - User authentication data
• categories - Income and expense categories
• transactions - Financial transaction records
• budgets - Monthly budget allocations

🧪 Testing

The application includes comprehensive unit tests covering:

• User registration and authentication
• Category management
• Transaction operations
• Budget functionality

Run tests with:

python finance_app.py test

📊 Sample Reports

Monthly Report Output

==================================================
MONTHLY REPORT - 01/2024
==================================================

INCOME:
------------------------------
Salary              : $ 5000.00
Freelance           : $  800.00
------------------------------
Total Income        : $ 5800.00

EXPENSES:
------------------------------
Rent                : $ 1200.00
Food                : $  600.00
Utilities           : $  200.00
------------------------------
Total Expenses      : $ 2000.00

SUMMARY:
------------------------------
Total Income        : $ 5800.00
Total Expenses      : $ 2000.00
Net Savings         : $ 3800.00

🔧 Configuration

The application creates a finance.db SQLite database file in the current directory. You can customize the database location by modifying the DatabaseManager initialization.

🤝 Contributing

Contributions are welcome! Please feel free to submit a Pull Request. For major changes, please open an issue first to discuss what you would like to change.

Development Setup

1. Fork the repository
2. Create a feature branch (git checkout -b feature/AmazingFeature)
3. Commit your changes (git commit -m 'Add some AmazingFeature')
4. Push to the branch (git push origin feature/AmazingFeature)
5. Open a Pull Request

📄 License

This project is licensed under the MIT License - see the LICENSE section below for details.

👨‍💻 Author

Sourav Upadhyay

• Python Developer Intern at InnoByte Services
• Internship Period: June 20, 2025 - July 20, 2025

🙏 Acknowledgments

• Built during internship at InnoByte Services
• SQLite for robust database functionality
• Python community for excellent documentation

📞 Support

If you encounter any issues or have questions, please open an issue on GitHub.

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LICENSE

MIT License

Copyright (c) 2025 Sourav Upadhyay

Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:

The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.