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πŸ“Š Finance Management App

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/
β”œβ”€β”€ main.py               # Main Streamlit app
β”œβ”€β”€ categories.json       # Auto-generated category mappings
β”œβ”€β”€ .gitignore            # To ignore unnecessary files like the dummy bank statement
β”œβ”€β”€ README.md             # Project description and instructions
└── (Optional folder)     # You can add this for keeping the dummy files locally but not commit them

🧩 Features

  • πŸ” Upload CSV bank statements (format: Date, Details, Amount, Debit/Credit)
  • 🧠 Smart Categorization using keyword matching
  • ✍️ Manual Category Editing with dropdown editor
  • πŸ“Š Summary View of expenses by category
  • πŸ₯§ Interactive Pie Chart (powered by Plotly)
  • πŸ’Ύ Persistent Categories saved to a JSON file

πŸš€ Getting Started

1. Install Requirements

pip install streamlit pandas plotly

2. Run the app

streamlit run main.py

3. Upload a Sample File

Format: CSV with columns like Date, Details, Amount, Debit/Credit Example: sample_bank_statement.csv (if provided)

Credits

This was built with the guidance of TechWithTim

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