A personal finance dashboard built with Streamlit.
Upload your bank statement CSV, categorize transactions, and visualize expenses β all in your browser.
Finance_Management_cwj/
βββ main.py # Main Streamlit app
βββ categories.json # Auto-generated category mappings
βββ .gitignore # To ignore unnecessary files like the dummy bank statement
βββ README.md # Project description and instructions
βββ (Optional folder) # You can add this for keeping the dummy files locally but not commit them
- π Upload CSV bank statements (format:
Date,Details,Amount,Debit/Credit) - π§ Smart Categorization using keyword matching
- βοΈ Manual Category Editing with dropdown editor
- π Summary View of expenses by category
- π₯§ Interactive Pie Chart (powered by Plotly)
- πΎ Persistent Categories saved to a JSON file
pip install streamlit pandas plotlystreamlit run main.py
Format: CSV with columns like Date, Details, Amount, Debit/Credit Example: sample_bank_statement.csv (if provided)
This was built with the guidance of TechWithTim