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Application to track expenses and get plots over these ones.

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Jtachan/FinanceTracker

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Finance Tracker

Tool to track your expenses and graphically plot them.

Information: The tool is still on development. Beware the usage could change in the future.

Information: The following features are soon to be implemented:

  • More interactive UI with PyQt
  • Additional filtering options over the plots
  • Allow to track incomes & display monthly income vs expenses

🐍 Python Setup

Installation

The package does not have a PyPI release, but it can still be installed via pip:

pip install git+https://github.com/Jtachan/FinanceTracker.git

Alternatively, clone the repository and install it locally:

git clone https://github.com/Jtachan/FinanceTracker.git
cd FinanceTracker
pip install .

Once launched, the tool will create a file "finance.db" at the current working directory. All expenses are stored here, do not delete the file.

Usage

Bokeh UI

The tool can be run locally on a web browser, using bokeh as backend. This feature is accessible via the CLI:

web-finance

bokeh_app

Minimal UI

The tool has a minimal UI by using the terminal. The UI is accessible via the following call:

cli-finance

The minimal UI is defined by a menu of valid operations to perform.

minimal_ui

The data visualization at this mode is either by selecting options 2 or 3, which will print a table over the terminal (as shown in the following images); or by option 6, displaying graphical plots over a locally hosted HTML page.

See the section 'Plots' for more information about the option 6.

All expenses table

ID  | Date         | Amount     | Category        | Description
----------------------------------------------------------------------
1   | 2025-03-03   | 50.00    € | Food            | Food
3   | 2025-03-03   | 15.00    € | Pharmacy        | Dm
2   | 2025-02-01   | 750.00   € | Housing         | Rent for February

Expenses by category table:

Category        Total
-------------------------
Housing         $750.00
Food            $50.00
Pharmacy        $15.00

Plots

Expenses per category

pie_chart

Monthly trend

trend

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Application to track expenses and get plots over these ones.

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