💸 Personal Finance Dashboard

A simple and interactive Streamlit-based personal finance dashboard that helps you:

• Upload and categorize your bank transactions
• Visualize your monthly expenses
• Track spending patterns over time
• Edit categories manually using keyword-based rules

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🧾 Features

✅ Upload your bank statement as a CSV
✅ Automatically categorize transactions based on keywords
✅ View expense distribution by category
✅ Time-series analysis of spending
✅ Manual keyword-based category rules
✅ Clean, responsive Streamlit UI

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🗂️ Project Structure

personal-finance-dashboard/
├── .gitignore
├── README.md
├── requirements.txt
├── main.py
├── categories.json
├── sample\_bank\_statement.csv
└── assets/
└── dashboard\_preview\.png

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📂 Sample CSV Format

Make sure your CSV looks like this:

Date,Description,Amount
2023-08-01,"AMAZON ONLINE", -1500
2023-08-02,"SALARY CREDIT", 50000
2023-08-03,"STARBUCKS", -300

Use your bank's export option and clean it if needed.

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⚙️ Setup Instructions

1. Clone the repo

git clone https://github.com/indrxjith/personal-finance-dashboard.git
cd personal-finance-dashboard

2. Create virtual environment (optional)

python -m venv .venv
source .venv/bin/activate       # On Mac/Linux
.venv\Scripts\activate          # On Windows

3. Install dependencies

pip install -r requirements.txt

4. Run the dashboard

streamlit run main.py

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🔧 Customizing Categories

Edit the categories.json file to define your own rules:

{
  "Groceries": ["LULU", "CARREFOUR", "SPAR"],
  "Transport": ["UBER", "CAREEM"],
  "Shopping": ["AMAZON", "NOON", "SHEIN"]
}

The app will match keywords in the Description to categorize.

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📬 Contributing

Pull requests are welcome! If you have ideas or improvements, feel free to fork and open a PR.

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📄 License

This project is licensed under the MIT License.

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Would you like me to generate:
- A clean `main.py` version?
- Auto-create this folder structure as a zip for upload?
- A better sample CSV?

Let me know what you need next.