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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

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.