Budget-Monitor

A monthly budget monitor. Upload statement file, group by categories & analyse your spending trends.

What is it?

Python + Flask + SQLite web app. Upload a statement in QIF format. Data is saved in your local database. Create transaction tags, then monitor your spending habits month after month. Combine statements from credit & debit cards, even from different banks, to create one clear picture of your personal cash flow. Is your credit card statement generated mid-month? No more, now you can see each month from 1st to last day.

Why QIF not CSV?

All banks I have expierienced with, produce the QIF file in exact same format, where CSV have different formatting. This makes it easier to load a statement from multiple banks, in the same format. ie: In QIF file all transacitons amount coming out, are represented as negative (with preceding minus "-"). This is true across accounts (debit / credit). In CSV depending on bank and account (credit/debit), the transation amount is represented differently, hence the *.qif preference over any other. QIF format/layout is the same from bank to bank, CVS varies.

Why?

There is a number of budget monitor like apps, but appart of some requiring to register or to share personal and bank details, I just wanted to build my own :)

Plans for the future:

• Maintain...

July 2024 update

• Upgraded Bootstrap to 5.3.3
• Upgraded Bootstrap Icons to 1.11.3
• Upgraded ChartsJS to 4.4.3
• Upgraded requirements.txt packages to latest versions
• Automated MPG calculation for fuel chart
• Added 2 new optional filters for transaction view, [text] & [card] type
• Added card type column to transaction view
• Changed JS getAjax function from fixed host to auto detect 'IP' or 'localhost'

May 2023 update:

• Upgraded Bootstrap to 5.2.3
• Upgraded ChartsJS to 3.9.1
• Upgraded to pandas 2.0.1
• Date Picker works again with TempusDominus 6.7.7
• Redesigned how the overview page works/looks
• Added new fuel chart

January 2022 update:

• Upgraded Bootstrap from 4.5 to 5.1
• Replaced FontAwesome for Bootstrap Icons
• Upgraded ChartsJS from 2.* to 3.7
• Removed jQuery
• Removed BSMultiSelect
• Added option to set the interface with a different language
• Date picker (TempusDominus) temporary disabled, until v6 is completed

Installation instructions (for Mac):

Prerequisite: Python3.8 (minimum), check your version: python3 --version

1. Open Terminal, navigate to desired location, ie [Downloads] or [Documents]

2. Download this repo

git clone https://github.com/michalchrzastek/Budget-Monitor

3. Go in and use the installer script

cd Budget-Monitor
./installer.sh

4. Open a web browser and enter:

localhost:5000

NOTES If you close the Terminal, this will terminate the virtual environment session. To start the application next time use the start.sh script

cd Budget-Monitor
./start.sh

Then open a web browser

localhost:5000

Upgrade instructions (for Mac):

1. Go to the folder where you installed the repo
2. Copy the budgetmonitor.db file to a safe place.
3. Delete the Budget-Monitor folder
4. Follow the installation instructions
5. After initial launch, close the app/terminal and replace the new budgetmonitor.db file with your backup copy from step 2.
6. Start the app same way as usual.