Expense Tracker using Python Django

Introduction
Project: Expense Tracker using Python Django

Expense Tracker using Python Django is a complete program that has been intended to simplify and improve your financial management experience. This tool’s user-friendly design allows you to easily monitor and classify your spending, giving you a clear and structured snapshot of your financial activity. Expense Tracker goes above and beyond the fundamental capability of recording expenses by providing interesting charts and data.

Expense Tracker using Python Django

Objective

Expense Tracker using Python Django is a program that allows you to manage and report your spending, as well as study charts and data about them. To create, read, edit, and remove costs allocated to a user, the project employs authentication and CRUD activities. The project also runs costs operations to provide monthly and daily expense averages, current versus previous month expense percentages, largest and smallest expenses by category, and more.

How To Run Object

For installing the Django application clone the repository and cd inside the directory

cd django-expense-tracker

And run:

 pipenv install

This will install the virtual environments and all dependencies.

Now start the virtual environment shell:

 pipenv shell

Run migrations:

python manage.py makemigrations
python manage.py migrate

Create superuser:

python manage.py createsuperuser

Now you can start server…

python manage.py runserver

visit http://localhost:8000/

How to install the Front-end

First of all you have to install the front-end packages. In case you want to start the react server in order to see changes to the front-end faster just need to cd to the front-end/ directory and run:

npm install --legacy-peer-deps

Once that’s installed, you can run:

npm run start

in order to start the react server on http://localhost:3000/.

How to make Front-end updates

So basically whenever you want to see your changes to the front-end displayed on the browser(without starting the react server and using only the django server), you have to save your changed files, cd to the front-end/ directory and run:

npm run build

on the front-end directory in order to update the build/ directory with your latest changes.

After that you need to cd to the root of the repository (where manage.py and this README file are located), and run:

python manage.py collectstatic

Then when asked by the prompt type ‘yes’ to overwrite existing staticfiles.

After that run:

python manage.py runserver

and you should see the changes you added previously now displayed on the page.

Installation – Cypress

For installing Cypress go to the e2e directory and run:

npm install

Running tests

Unit tests

For running the tests run:

python manage.py test

E2E tests

For running the tests run:

npm run test

For running the tests on headless mode run:

npm run test:headless

For opening cypress client run:

npm run test:open

Feature

• Expense list.
• Expense charts.
• Monthly budget bar.
• Statistics table.
• Authentication.
• Form validation.
• Pagination.
• UI tests.
• Visual tests.
• Unit tests.

Software And Tools Required

• Django.
• Postgres.
• Bootstrap.
• Chart.js.
• Cypress.
•  

Output

Home Page:

Adding Expenses :You may add an expense by selecting the “Add Expense” button, filling out the expense form, and submitting it. When you add an item, it will appear on the overall expenses element, the homepage’s line chart, and in the expenses table below.

Adding a Monthly Budget
You may create a monthly budget by clicking the Add Monthly Budget button, filling out the form, and submitting it. After you’ve added it, the budget UI will appear, including the budget progress bar, the monthly budget next to the current month’s spending, and the edit and delete options.

Viewing Charts and Statistics
Finally, by going to the Charts & information area, you may see charts and information regarding your spending. Expense charts with numbers broken down by month and week, as well as total and monthly spending broken down by category, may be found here. You may see your current monthly spending (together with options for amending or deleting the budget), as well as last month’s expenses and data such as monthly expense average, daily expense average, current versus last month expense percentage difference, and more.

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