Banking System Project

Overview

This Banking System Project is a console-based application designed to simulate a simple banking system. It features both Admin and Client functionalities, allowing users to manage bank accounts, perform transactions, and manage client details. The project leverages CSV files for data storage and includes the capability to generate PDF reports.

Features

General:

• Login System: Allows users to log in as either an Admin or Client.

Admin Features:

• Display records.
• Search for specific client records.
• Insert new client records.
• Delete client records.
• Edit client details (e.g., email, phone number, balance, transaction pin).

Client Features:

• View account types and interest rates (e.g., Recurring Deposit, Forward Deposit, Savings).
• Perform transactions (deposit, withdrawal, and transfers).

Other:

• PDF report generation for records.
• Simple data management using CSV files.

Technologies Used

• Programming Language: Python
• Libraries:
  • csv: For handling data storage.
  • pandas: For data manipulation and record handling.
  • reportlab: For generating PDF reports.
  • datetime: For handling time-sensitive data (e.g., transaction time).

Installation

Prerequisites

• Python (Ensure Python 3.x is installed on your system).

Steps

1. Clone the repository:

   git clone https://github.com/your-username/banking-system.git
   cd banking-system

2. Install required dependencies:

   pip install -r requirements.txt

3. Ensure the CSV files (admin.csv, client.csv, and transaction.csv) are present in the project directory.

4. Run the application:

   python main.py

Usage

1. Login Menu: Choose to log in as either:

   • Admin: Manage client records.
   • Client: Perform account-related transactions.

2. Admin Menu:

   • View, search, and manage client records.
   • Edit client details such as email, name, balance, and transaction pin.

3. Client Menu:

   • Check available account types and interest rates.
   • Perform transactions (deposit, withdraw, or transfer).

4. Report Generation:

   • Admins can generate PDF reports summarizing account details.

Project Structure

.
├── README.md           # Project Documentation
├── main.py             # Main entry point of the application
├── admin.csv           # CSV file storing admin information
├── client.csv          # CSV file storing client records
├── transaction.csv     # CSV file storing transaction history
├── requirements.txt    # List of Python dependencies

Future Improvements

• Implement a database management system (e.g., MySQL) for improved data handling.
• Add encryption for sensitive information (e.g., passwords, transaction pins).
• Create a GUI for better user interaction.
• Expand the client functionality (e.g., loan management, account statements).