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The Expense Tracker is a web application that helps users manage their finances by logging daily expenses, categorizing them, and analyzing spending patterns through visual charts. Users can filter expenses by category and reset all data as needed, making it a powerful tool for monitoring spending habits and making informed financial decisions.

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Expense Tracker

Overview

The Expense Tracker is a web application that allows users to log, manage, and analyze their daily expenses effectively. With a user-friendly interface, users can categorize their expenses and gain insights into their spending habits.

Objectives

The main objectives of this project are:

  • User Input and Data Management: Provide a system for users to input their daily expenses.
  • Data Storage: Implement a mechanism for storing and managing entered expense data.
  • Expense Categories: Allow categorization of expenses for better organization.
  • Data Analysis: Offer insights into spending patterns, including monthly summaries and category-wise expenditure.
  • User-Friendly Interface: Create a seamless user experience for interacting with the Expense Tracker.
  • Error Handling: Ensure the application can gracefully handle unexpected inputs.
  • Documentation: Clearly document the code and application functionalities.

Features

  • Input Daily Expenses: Users can input expenses, including the amount and description.
  • Categorization: Expenses can be categorized (e.g., Food, Transportation, Entertainment).
  • Data Analysis: Users can view summaries of their monthly expenses and analyze spending by category.
  • Reset Functionality: Users can reset all expenses to default.
  • Visualization: Generate charts to visualize spending patterns.

Installation Instructions

To set up the Expense Tracker locally, follow these steps:

  1. Clone the repository:
    git clone <repository-url>
  2. Navigate into the project directory:
    cd ExpenseTracker
  3. Install dependencies: Ensure you have Python and pip installed, then run:
    pip install -r requirements.txt
  4. Apply migrations: Initialize the database with:
    python manage.py migrate
  5. Run the development server: Start the server with:
    python manage.py runserver
  6. Access the application: Open your web browser and go to http://127.0.0.1:8000/.

Usage Instructions

  • Adding Expenses: Use the input form on the home page to enter your daily expenses.
  • Filtering Expenses: Select a category from the dropdown to filter the displayed expenses.
  • Viewing Summaries: Check the charts for a visual representation of your spending.
  • Resetting Expenses: Click the "Reset All Expenses" button to clear all entries.

Code Structure

The code is organized into the following main components:

  • models.py: Contains the Expense model, which defines the structure of expense data.
  • views.py: Contains the logic for rendering pages and processing user requests.
  • urls.py: Maps URLs to corresponding view functions.
  • templates/: Houses HTML templates for rendering the user interface.
  • static/: Contains static files such as CSS and JavaScript.

Error Handling

The application includes error handling to manage unexpected inputs, ensuring a smooth user experience. If an error occurs, appropriate messages will guide the user on how to correct the issue.

Contributing

Contributions are welcome! Please submit issues or pull requests to improve the application.

License

This project is licensed under the MIT License. See the LICENSE file for more details.

Instructions to Customize

  • Replace <repository-url> with the actual URL of your project repository.
  • Feel free to modify any sections to better fit your project's specifics or add additional sections as necessary.
  • Consider adding screenshots or GIFs demonstrating the application in action for a more engaging README. You can place these in a docs/ folder and reference them accordingly.

About

The Expense Tracker is a web application that helps users manage their finances by logging daily expenses, categorizing them, and analyzing spending patterns through visual charts. Users can filter expenses by category and reset all data as needed, making it a powerful tool for monitoring spending habits and making informed financial decisions.

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