Personal Finance

This is a personal finance application built using the Django web framework. It allows users to track their expenses, create budgets, and see their spending habits over time.

Proposed Features

• Add and categorize expenses
• Create and track budgets
• View spending trends and statistics
• Set financial goals and track progress towards them
• Secure login and data encryption

Project ER Diagram

Prerequisites

Before you can run this project, you need to have the following software installed on your machine:

• Python (3.8 or later)
• Django (2.2 or later)

To check if you have Python installed, run the following command in your terminal:

python --version

To check if you have Django installed, run the following command in your terminal:

python -m django --version

If you don't have either of these programs installed, you can install them by following the instructions at the following links:

• Install Python
• Install Django

Running the project

1. Clone this repository to your local machine:

   git clone https://github.com/Benji918/Personal_finace_portal.git

2. Navigate to the root directory of the project:

   cd django-project

3. Install the required dependencies using the command:

   pip install -r requirements.txt

4. Create a PostgreSQL database for the application and add the database credentials to the settings.py file.

5. Run the migrations to create the database tables using the command:

   python manage.py migrate

6. Create a superuser for the application using the command:

   python manage.py createsuperuser

7. Create a file named .env in the root directory of the application. This file should contain the following environment variables:

   • EMAIL_HOST_USER=<your_email_address_here>
   • EMAIL_HOST_PASSWORD=<your_email_host_here>
   • SECRET_KEY=<your_secret_key_here>
   • POSTGRES_HOST=<your_database_host_here>
   • POSTGRES_PASSWORD=<your_database_password_here>
   • POSTGRES_PORT=<your_database_port_here>
   • POSTGRES_USER=<your_database_user_here>
   • POSTGRES_NAME=<your_database_name_here>
   • RECAPTCHA_PUBLIC_KEY=<your_recaptcha_public_key_here>
   • RECAPTCHA_PRIVATE_KEY=<your_recaptcha_private_key_here>
   • CLOUD_NAME=<your_cloudinary_name_here>
   • API_KEY=<your_cloudinary_api_key_here>
   • API_SECRET=<your_cloudinary_api_secret_here>

8. Run the development server:

   python manage.py runserver

This will start the development server at http://127.0.0.1:8000/.

If you want to specify a different port, you can do so by using the --port flag, like this:

`python manage.py runserver --port 8080`

This will start the development server at http://127.0.0.1:8080/.

Keep in mind that the development server is for development purposes only, and is not intended for use in production. For more information on how to deploy a Django project, see the Django documentation.

Using the application

Once the development server is running, you can access the application at http://127.0.0.1:8000/. Use the links and form inputs on the page to interact with the application.

Shutting down the development server

To shut down the development server, open the terminal window in which it is running, and press CTRL+C. This will stop the server, and you will be returned to the command prompt.

Features

The Personal Finance Portal application provides the following features:

• Users can create and manage multiple savings accounts, deposits, withdrawals, and savings goals.
• Users can create and manage their balances, incomes, and expenses
• Users can view their savings account balance and progress towards their savings goals.
• Users can view a summary of their monthly expenses and savings.
• Users can generate a pie chart to visualize their expenses.
• Users can generate a line chart to visualize their savings progress.

Technologies Used

The Personal Finance Portal application uses the following technologies:

• Django: a Python web framework for building web applications
• PostgresSQL: an open-source relational database management system
• JavaScript: for visualizations and interactivity on the dashboard
• Chart.js: a JavaScript library for visualizing data in charts
• Bootstrap: a popular CSS framework for building responsive websites

Contributors

The Personal Finance Portal application is maintained by [Benji918]. If you'd like to contribute to the project, please feel free to submit a pull request or open an issue.

License

This project is licensed under the MIT License. See the LICENSE file for details.