Finance Tracker Using Django

Website Deployed on Heroku

Table of Contents

• Main Features
• Requirements
• Steps for running project
• Generate dummy data

Main Features

• Add Expenses and Incomes by different catgeory and source.
• Users can export their expenses and incomes in Excel, CSV or PDF. (filters are present to download data by year, week, month and today)
• Visualize data by a graph. Graphs are using filtering to show data of month, year, week and today.
• Users can change graph options. (eg: piechart, bargraph, linegraph, etc)
• Users can import incomes and expenses from a csv and excel.
• Users can also search expenses and incomes present in their account

Requirements for running project

• python > 3.5.x
• Virtualenv
• PostgreSQL
• Gmail account with less secure apps on
• Weasy Print
• Cloudinary account
• Sentry account

Steps for running project

git clone https://github.com/rishank-shah/Income-Expense-Tracker.git
cd Income-Expense-Tracker
cp .env.example .env

Fill the .env file with the correct database, email credentials and cloudinary api credentials, then in terminal execute following commands

virtualenv venv
source venv/bin/activate
pip install -r requirements.txt
source .env
python manage.py migrate
python manage.py runserver

NOTE: If you dont want Sentry Error Monitoring remove lines 177 to 183 from settings.py

if DEBUG == False and os.environ.get('SENTRY_DSN','') != '':
    sentry_sdk.init(
        dsn=os.environ.get('SENTRY_DSN'),
        integrations=[DjangoIntegration()],
        traces_sample_rate=1.0,
        send_default_pii=True
    )

Generate dummy data

cd Income-Expense-Tracker
source venv/bin/activate
source .env
python generate_data.py

If all commands run successfully website will be running on PORT 8000 on localhost http://localhost:8000