Failed to include documentation on how to use modules not discussed in class and sources on where it was learned. Will remember this moving forward...
Created for Computer Science 110 IEDEC1100
There are many programs available online that offer tools to help manage and track personal and business finances. These tools typically come with a wide array of features offered to their users, from simple budget planning to filing invoices. However, the abundance of flexibility offered in their causes too much distress for users, limiting the effectiveness of the program. This statement is backed by the Paradox of Choice, popularized by psychologist Barry Schwartz. It suggests that while having choices can increase user satisfaction to a point, offering too many options can lead to decision paralysis, increased anxiety, and reduced satisfaction. These may include, but is not limited to:
- Make the app feel cluttered or confusing.
- Increase cognitive load, leading users to disengage.
- Reduce the likelihood of users completing desired actions (e.g., purchases, sign-ups).
BSCreator offers a simple solution to an oversaturated segment of the financial tools market. Many individuals and businesses today are unaware of their current financial position. By developing a straightforward balance sheet tool, many have the opportunity to regain soberness in their finances.
- Develop a foundational understanding of independent project creation
- Manage project timelines efficiently and responsibly
- Use all skills learned (if applicable)
- Create language-independent structured pseudocode as a guideline for the program
- Challenge my current programming knowledge and explore new concepts
- Find solutions for any problems encountered while developing the program
- Find additional resources for issues
- Basic Syntax: Variables, data types, comments, and indentation.
- Control Structures:
if,elif,elsestatements, loops (for and while). - Functions: Defining, calling, and passing arguments/returning values.
- Data Structures: Lists, tuples, dictionaries, and sets.
- String Manipulation: Slicing, formatting, and common methods.
- File Handling: Reading from and writing to text files.
- Error Handling: Using
try,except, andfinallyblocks. - Modules and Libraries: Importing and using Python's standard libraries.
- Basic Algorithms: Searching, sorting, and simple recursion.
- Main Menu - for user nagivation
- Settings - for better end-user preference
- Balance Sheet Creator - the main focus of the app. Allows users to create balance sheets that they can view in Excel to format and finalize.
- Directory - to view a list of all created sheets and whether they are balanced or not
- Tutorial - introduces the user to the concept of a balance sheet, and how to navigate through the program.
- Streamline balance sheet spreadsheet creation
- Useable for bulk spreadsheet creation to be used for machine data learning
- Make Business Management 120/Accounting 120 assignments easier
All concepts and accounting principles are from Business Management 120 BEBUC1200.
*Final export CSVs will not be formatted
The program will navigate the user to creating a balance sheet that is viewable through spreadsheet viewers such as Excel and LibreOffice. It'll acquire data in a questionnaire type of form and ask the user the following questions:
- Amount of assets, liabilities, and equity owners
- Names of each asset, liability, and equity owner
- Opening balances of each asset, liability, and equity owner
- Amount of transactions for the month
- Balances added or deducted for each asset, liability and equity owner
It'll then auto-sum the balances and check if the balance sheet is balanced, letting the user know.
BSCreator should run on any python interpreter version 3.10 and above. Users may need to install all required libraries or modules using pip install -r requirements.txt
| Library | Description |
|---|---|
| csv | Provides functionality to read, write, and manipulate CSV (Comma-Separated Values) files. |
| os | Offers tools to interact with the operating system, such as file operations and environment management. |
| os.path | A submodule of os that provides utilities to manipulate file and directory paths. |
| datetime | Supplies classes for working with dates, times, and time intervals. |
| pickle | Allows serialization and deserialization of Python objects into a byte stream. |
| glob | Enables pattern matching and retrieval of file paths based on wildcard expressions. |
| time | Provides functions to work with time, such as delays, timestamps, and conversions. |
| signal | Provides functions to detect and handle signals, which are interruptions to a running program. |
| configparser | Allows you to read, write, and modify .ini files used for program configurations. |
Self-imposed guidelines when developing the project
- Use only native Python libraries
- Have unique and detailed error handling
- Provide clear instruction to users during balance sheet creation
- Minimize repetitive code using
functions
The following areas below are for end-users
| Operating System | Requirements |
|---|---|
| Windows | x32 or x64 running at least Windows 7 |
| macOS | running at least 10.9 |
| Linux-based | Any Linux-based OS capable with CPython 3.10 running at least 4.13 |
Download BSCreator from the Releases Page of this repository.
After, create a new folder in any location you wish called BS Holder
From there, move the .exe file to the newly created folder.
All data, from your business name to created balance sheets will be found here.
You can now start the program.
Visit the Tutorials page to learn how to use the program.
You can also compile BSCreator to run on your own.
First, install the latest version of Python on your machine. Open your terminal, and install PyInstaller.
pip install pyinstallerThen download the latest commit of BSCreator. Navigate to the folder location on terminal.
cd path/to/your/scriptRun PyInstaller
pyinstaller --onefile BalanceSheet.py
Alternatively, you could use tkinter to create a lightweight GUI version of the app, then supress the terminal window with --console
pyinstaller --onefile --noconsole BalanceSheet.py
GNU General Public License v2.0
The best things in life are free, therefore BSCreator is the best.