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financial manager webapp to manage your transactions and put your wishlist and set a financial target for every month and scheduled transactions for every month

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Imhotep Financial Manager

Project Status: Active License

A comprehensive financial management web application that helps you track transactions, manage deposits and withdrawals, create wishlists, and set financial goals with intelligent automation and advanced analytics.

πŸ’° Features

Core Financial Management

  • Financial Tracking: Easily deposit and withdraw funds with detailed transaction history
  • Smart Categories: Enhanced transaction categorization with intelligent suggestions based on your most frequent categories
  • Transaction Analysis: View and analyze your spending patterns with detailed pie charts for expenses and income categories
  • Data Export: Export your transaction data to CSV format for external analysis and record-keeping

Automation & Intelligence

  • Scheduled Transactions: Set up automated monthly recurring transactions for bills, income, and regular expenses
  • Smart Suggestions: AI-powered category recommendations based on your transaction history and patterns
  • Error Handling: Comprehensive error management system with user-friendly custom error pages

Goal Setting & Planning

  • Wishlist Management: Create and prioritize items you want to purchase with detailed tracking
  • Goal Setting: Set monthly savings targets to help achieve your financial objectives
  • Financial Analytics: Advanced charts and visualizations to understand your spending habits

User Experience

  • Multi-Currency Support: Support for multiple currencies with real-time exchange rates
  • Responsive Design: Optimized experience across desktop, tablet, and mobile devices
  • Dark Mode: Toggle between light and dark themes for comfortable viewing
  • Enhanced Navigation: Improved mobile navigation with better responsiveness
  • Modern UI/UX: Clean, intuitive interface with modern design patterns

Security & Performance

  • Advanced Security: CSRF protection and enhanced security measures
  • Performance Optimized: Fast loading times and optimized user experience
  • Google OAuth: Secure login with Google account integration
  • Data Backup: Automated database backup system for data protection

πŸ–ΌοΈ Screenshots

Goals Setting

Landing Page

Goals Setting

Login Page

Goals Setting

Dashboard with transaction overview

Transaction History

Transaction history and analytics

Dashboard View

Monthly Reports

πŸ”§ Technology Stack

  • Frontend: Jinja syntax, Javascript, tailwindcss, Bootstrap
  • Backend: Flask
  • Database: MYSql
  • Deployment: Pythonanywhere

πŸ‘₯ Contributing

We welcome contributions to Imhotep Financial Manager! Here's how you can contribute:

  1. Fork the repository and create your feature branch

    git checkout -b feature/amazing-feature
    
  2. Make your changes and test them thoroughly

  3. Commit your changes

    git commit -m 'Add some amazing feature'
    
  4. Push to your branch

    git push origin feature/amazing-feature
    
  5. Open a Pull Request describing your changes and their benefits

Development Setup

  1. Clone the repository

    git clone https://github.com/Imhotep-Tech/imhotep_finance.git
    cd imhotep_finance
    
  2. Install dependencies

    pip install -r requirements.txt
    
  3. Database Setup

    • Create a MySQL or PostgreSQL database for the application
    • Make sure you have a database user with appropriate permissions
  4. Environment Variables Create a .env file in the root directory with the following variables:

    DATABASE_URL=mysql://username:password@localhost/database_name
    MAIL_PASSWORD=your_email_service_password
    EXCHANGE_API_KEY_PRIMARY=your_exchange_rate_api_key
    SECRET_KEY=your_flask_secret_key
    GOOGLE_CLIENT_ID=your_google_oauth_client_id
    GOOGLE_CLIENT_SECRET=your_google_oauth_client_secret
    
  5. Start the development server

    flask run --debug
    

πŸ“ Code of Conduct

Please read our Code of Conduct to understand the expectations for participation in our community.

πŸ“„ License

This project uses a dual-licensing approach:

  • GNU Affero General Public License v3.0 (AGPL-3.0) for non-commercial use and contributions
  • Commercial License for commercial use, redistribution, or use in commercial products/services

For commercial licensing inquiries, please contact imhoteptech@outlook.com.

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