FinanceTracker

FinanceApp

Installations

pip install PyQt5
pip install matplotlib 
pip install db-sqlite3

Imports for main.py

import sys
from PyQt5 import QtWidgets
from PyQt5.QtWidgets import QDialog, QApplication
from PyQt5.uic import loadUi
import financeDataBase

Imports for financeDataBase.py

import sqlite3
from matplotlib import pyplot as plt

Note

financeDataBase is the other python file containing all necessary methods to perform SQL actions

What is this?

This is a simple finance tracker that allows users to track and mange their expenses on various categories. This app allows users to monitor their finances, add expenses, delete expenses, view their total expesnes, view various graphs on how their money is being spent and more! Some intersting features that were recently added are, users can change the background of their app based on their liking, or they can chose from 3 default gradients.

main main2 settings other piechart

Inspiration

After taking part in my first hackathon when I was 15, and creatign a pet expense tracker, I decided to take my SQL knowedge and GUI capabilities to the next level. I wanted to create an app that would help my family and other peopel monitor their finances. This is app focuses on the simplicity on just keeping track of how you spend your money.

What I learned

Pyqt5
Matplotlib
More from SQL This project allowed me to become more confident in my Object Oriented programming skills, and allowed me to work with new technologies I have previous not worked with before such as a powerful GUI builder “Pyqt5”. I was able to learn how to efficiently use Matplot lib to implement graphs and a pie chart. Lastly, I became more familar with SQL commands in python and using better practices to retrieve data.

Latest Updates:

July 9th 2022

Added some doccumention for code to make it easier to read
Added ability to tell users when they hit goal or over budget once expense entered

Source Code: main.pyimport sys
from PyQt5 import QtWidgets
from PyQt5.QtWidgets import QDialog, QApplication
from PyQt5.uic import loadUi
import financeDataBase

mauve = "rgba(66, 39, 90, 1), stop:1 rgba(115, 75, 109, 1)"
green_blue = "rgba(67, 206, 162, 1), stop:1 rgba(24, 90, 157, 1)"
pink_orange = "rgba(221, 214, 243, 1), stop:1 rgba(250, 172, 168, 1)"

"""
    Method Name: verify
    Parameters: user_input
    @user_input: user entry is entered here
    Purpose: Makes sure user enters numerical digits
"""


def verify(user_input):
    try:
        float(user_input)
        print("Possible")
        return True
    except ValueError:
        print(f"Could not convert {user_input}!")
        return False


"""
    Method Name: go_help
    Parameters: None
    Purpose: Switches to help screen
"""


def go_help():
    help_window = Help()
    widget.addWidget(help_window)
    widget.setCurrentIndex(widget.currentIndex() + 1)


"""
    Method Name: go_home
    Parameters: None
    Purpose: Switches to home screen
"""


def go_home():
    financeapp = FinanceMenu()
    data = financeDataBase.get_bg_color()

    print(f"this is data {data}")
    financeapp.setStyleSheet(
        f"QDialog#Dialog {{ background-color: qlineargradient(spread:pad, x1:0, y1:0, x2:1,"
        f"y2:1, stop:0 {data}) }}")

    widget.addWidget(financeapp)
    widget.setCurrentIndex(widget.currentIndex() + 1)


"""
    Method Name: go_settings
    Parameters: None
    Purpose: Switches to settings screen
"""


def go_settings():
    settings_window = Settings()
    widget.addWidget(settings_window)
    widget.setCurrentIndex(widget.currentIndex() + 1)


"""
    Method Name: go_confirm
    Parameters: None
    Purpose: Switches to confirm screen
"""


def go_confirm():
    confirm = Confirm()
    widget.addWidget(confirm)
    widget.setCurrentIndex(widget.currentIndex() + 1)


class FinanceMenu(QDialog):
    def __init__(self):
        super(FinanceMenu, self).__init__()
        loadUi("financeMenu.ui", self)
        self.enterAllDataButton.clicked.connect(self.send_all_data)
        self.viewTotalFunButton.clicked.connect(self.view_total_fun_expenses)
        self.viewTotalTransportationButton.clicked.connect(self.view_total_transport_expenses)
        self.viewTotalFoodButton.clicked.connect(self.view_total_food_expenses)
        self.viewTotalClothesButton.clicked.connect(self.view_total_clothes_expenses)
        self.viewTotalBillsButton.clicked.connect(self.view_total_bills_expenses)
        self.viewTotalOtherButton.clicked.connect(self.view_total_other_expenses)
        self.viewTotalExpenses.clicked.connect(self.view_all_expenses)
        self.viewFunGraph.clicked.connect(lambda: financeDataBase.graph("FUN"))
        self.viewTransportGraph.clicked.connect(lambda: financeDataBase.graph("TRANSPORTATION"))
        self.viewFoodGraph.clicked.connect(lambda: financeDataBase.graph("FOOD"))
        self.viewClothesGraph.clicked.connect(lambda: financeDataBase.graph("CLOTHES"))
        self.viewBillsGraph.clicked.connect(lambda: financeDataBase.graph("BILLS"))
        self.viewOtherGraph.clicked.connect(lambda: financeDataBase.graph("OTHER"))
        self.viewPieChart.clicked.connect(financeDataBase.graph_all)
        self.settingsButton.clicked.connect(lambda: go_settings())
        self.helpButton.clicked.connect(lambda: go_help())
        self.deletePrevFun.clicked.connect(lambda: financeDataBase.delete_recent("FUN"))
        self.deletePrevTransportation.clicked.connect(lambda: financeDataBase.delete_recent("TRANSPORTATION"))
        self.deletePrevFood.clicked.connect(lambda: financeDataBase.delete_recent("FOOD"))
        self.deletePrevClothes.clicked.connect(lambda: financeDataBase.delete_recent("CLOTHES"))
        self.deletePrevBills.clicked.connect(lambda: financeDataBase.delete_recent("BILLS"))
        self.deletePrevOther.clicked.connect(lambda: financeDataBase.delete_recent("OTHER"))
        self.del_table_fun.clicked.connect(lambda: financeDataBase.delete_data_in_table("fun"))
        self.del_table_transportation.clicked.connect(lambda: financeDataBase.delete_data_in_table("transportation"))
        self.del_table_food.clicked.connect(lambda: financeDataBase.delete_data_in_table("food"))
        self.del_table_clothes.clicked.connect(lambda: financeDataBase.delete_data_in_table("clothes"))
        self.del_table_bills.clicked.connect(lambda: financeDataBase.delete_data_in_table("bills"))
        self.del_table_other.clicked.connect(lambda: financeDataBase.delete_data_in_table("other"))
        self.enterGoalButton.clicked.connect(self.send_goal)
        self.checkGoalButton.clicked.connect(self.check_at_goal)
        self.setStyleSheet(f"QDialog#Dialog {{ background-color: qlineargradient(spread:pad, x1:0, y1:0, x2:1,"
                           f"y2:1, stop:0 {financeDataBase.get_bg_color()}) }})")

    """
    Method Name: send_all_data
    Parameters: None
    Purpose: Sends all of entered expenses to DB on their computer
    """

    def send_all_data(self):
        if verify(self.funEntry.text()):
            financeDataBase.send_data("FUN", float(self.funEntry.text()))
            print("Successful")
        if verify(self.transportationEntry.text()):
            financeDataBase.send_data("TRANSPORTATION", self.transportationEntry.text())
            print("Transportation was sent successfully")

        if verify(self.foodEntry.text()):
            financeDataBase.send_data("FOOD", self.foodEntry.text())
            print("Food was sent successfully")

        if verify(self.clothesEntry.text()):
            financeDataBase.send_data("CLOTHES", self.clothesEntry.text())
            print("Clothes sent successfully ")

        if verify(self.billsEntry.text()):
            financeDataBase.send_data("BILLS", self.billsEntry.text())
            print("Bills send successfully")

        if verify(self.otherEntry.text()):
            financeDataBase.send_data("OTHER", self.otherEntry.text())
            print("other sent successfully")

        # Clearing remaining text for user
        self.funEntry.setText("")
        self.transportationEntry.setText("")
        self.foodEntry.setText("")
        self.clothesEntry.setText("")
        self.billsEntry.setText("")
        self.otherEntry.setText("")

        goal = financeDataBase.get_data("GOAL")
        total_spent = financeDataBase.get_total_spent()
        if total_spent > goal[0][0]:
            trial = Trial()
            trial.warning.setText("You Are Over Budget Now!")
            trial.exec_()
        elif total_spent == goal[0][0]:
            trial = Trial()
            trial.warning.setText("You Have Hit Your Budget!")
            trial.exec_()

    """
    Method Name: send_goal
    Parameters: None
    Purpose: Sends user's goal to database so it is saved
    """

    def send_goal(self):
        if verify(self.goalEntry.text()):
            financeDataBase.update_record("GOAL", self.goalEntry.text())
        self.goalEntry.setText("")

    """
    Method Name: check_at_goal
    Parameters: None
    Purpose: Checks if user surpassed goal
    """

    def check_at_goal(self):
        goal = financeDataBase.get_data("GOAL")
        if financeDataBase.get_total_spent() > goal[0][0]:
            print("You have exceeded your budget!")
            self.spentSpecificLabel.setText(f"You are over budget, your budget was ${goal[0][0]}")
        elif 0 <= (goal[0][0] - financeDataBase.get_total_spent()) <= 500:
            self.spentSpecificLabel.setText(f"You are $500 within the budget, your budget is ${goal[0][0]}")
        elif financeDataBase.get_total_spent() < goal[0][0]:
            self.spentSpecificLabel.setText(f"You are under budget don't worry! Budget: ${goal[0][0]}")
        else:
            self.spentSpecificLabel.setText(f"You reached budget! Budget: ${goal[0][0]}")

    """
    Method Name: view_total_fun_expenses
    Parameters: None
    Purpose: Displays total amount of money spent on fun category 
    """

    def view_total_fun_expenses(self):
        spent = financeDataBase.sum_partic_expense("FUN")
        if spent is not None:
            self.spentSpecificLabel.setText(f"You spent ${round(spent)} on Fun")
        else:
            self.spentSpecificLabel.setText("Nothing spent on fun yet! Try entering something")

    """
    Method Name: view_total_transport_expenses
    Parameters: None
    Purpose: Displays total amount of money spent on transport category 
    """

    def view_total_transport_expenses(self):
        spent = financeDataBase.sum_partic_expense("TRANSPORTATION")
        if spent is not None:
            self.spentSpecificLabel.setText(f"You spent ${round(spent)} on Transportation")
        else:
            self.spentSpecificLabel.setText("Nothing spent on transportation yet! Try entering something")

    """
    Method Name: view_total_food_expenses
    Parameters: None
    Purpose: Displays total amount of money spent on food category 
    """

    def view_total_food_expenses(self):
        spent = financeDataBase.sum_partic_expense("FOOD")
        if spent is not None:
            self.spentSpecificLabel.setText(f"You spent ${round(spent)} on Food")
        else:
            self.spentSpecificLabel.setText("Nothing spent on food yet! Try entering something")

    """
    Method Name: view_total_clothes_expenses
    Parameters: None
    Purpose: Displays total amount of money spent on clothes category 
    """

    def view_total_clothes_expenses(self):
        spent = financeDataBase.sum_partic_expense("CLOTHES")
        if spent is not None:
            self.spentSpecificLabel.setText(f"You spent ${round(spent)} on Clothes")
        else:
            self.spentSpecificLabel.setText("Nothing spent on clothes yet! Try entering something")

    """
    Method Name: view_total_bills_expenses
    Parameters: None
    Purpose: Displays total amount of money spent on bills category 
    """

    def view_total_bills_expenses(self):
        spent = financeDataBase.sum_partic_expense("BILLS")
        if spent is not None:
            self.spentSpecificLabel.setText(f"You spent ${round(spent)} on Bills")
        else:
            self.spentSpecificLabel.setText("Nothing spent on bills yet! Try entering something")

    """
    Method Name: view_total_other_expenses
    Parameters: None
    Purpose: Displays total amount of money spent on other category 
    """

    def view_total_other_expenses(self):
        spent = financeDataBase.sum_partic_expense("OTHER")
        if spent is not None:
            self.spentSpecificLabel.setText(f"You spent ${round(spent)} on Other")
        else:
            self.spentSpecificLabel.setText("Nothing spent on other yet! Try entering something")

    """
    Method Name: view_all_expenses
    Parameters: None
    Purpose: Displays total amount of money spent on all categories 
    """

    def view_all_expenses(self):
        spent = financeDataBase.get_total_spent()
        self.spentSpecificLabel.setText(f"TOTAL Expenses: ${round(spent,2)}")


class Help(QDialog):
    def __init__(self):
        super(Help, self).__init__()
        loadUi("help.ui", self)
        self.homeButton1.clicked.connect(lambda: go_home())
        self.explain.setWordWrap(True)


class Trial(QDialog):
    def __init__(self):
        super(Trial, self).__init__()
        loadUi("trial.ui", self)
        self.setWindowTitle("Warning")
        self.exitButton.clicked.connect(self.close)


class Settings(QDialog):
    def __init__(self):
        super(Settings, self).__init__()
        loadUi("settings.ui", self)
        self.homeButton.clicked.connect(lambda: go_home())
        self.submitButton.clicked.connect(self.change_back_colour)  # this is defualt
        self.RGB_Button.clicked.connect(self.get_rgb_values)
        self.rSlider.valueChanged.connect(self.get_r_value)
        self.gSlider.valueChanged.connect(self.get_g_value)
        self.bSlider.valueChanged.connect(self.get_b_value)
        self.clearRecordsButton.clicked.connect(lambda: go_confirm())

    def get_r_value(self):
        red = str(self.rSlider.value())
        self.rValue.setText(red)
        return int(red)

    def get_rgb_values(self):
        red = str(self.rSlider.value())
        green = str(self.gSlider.value())
        blue = str(self.bSlider.value())
        rgb = f"rgb({red}, {green}, {blue})"
        financeDataBase.send_bg_color(rgb)

    def get_g_value(self):
        green = str(self.gSlider.value())
        self.gValue.setText(green)
        return int(green)

    def get_b_value(self):
        blue = str(self.bSlider.value())
        self.bValue.setText(blue)
        return int(blue)

    def change_back_colour(self):
        state = self.colorSelectBox.currentText()
        print(state)

        if state == "Mauve":
            financeDataBase.send_bg_color(mauve)
        elif state == "Green Blue":
            financeDataBase.send_bg_color(green_blue)
        else:
            financeDataBase.send_bg_color(pink_orange)


class Confirm(QDialog):
    def __init__(self):
        super(Confirm, self).__init__()
        loadUi("confirm.ui", self)
        self.warning.setWordWrap(True)
        self.cancelButton.clicked.connect(lambda: go_settings())
        self.proceedButton.clicked.connect(lambda: financeDataBase.delete_all())


app = QApplication(sys.argv)

widget = QtWidgets.QStackedWidget()
window = FinanceMenu()

widget.addWidget(window)

sizeObject = QtWidgets.QDesktopWidget().screenGeometry(-1)

widget.setFixedWidth(sizeObject.width())
widget.setFixedHeight(sizeObject.height())
widget.show()
app.exec_()