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Budget Tracking Dashboard

This project is a budget tracking dashboard built using Plotly Dash. The dashboard provides an interactive way to monitor Income, Expense, and Savings over time through dynamic drop-downs, histograms, and line graphs.

Features

  • Plotly Dash Integration: Utilizes Plotly Dash to create an interactive web application.
  • Dynamic Drop-Downs: Includes three dynamic drop-downs for selecting types, months, and years.
  • Data Visualization: Generates histograms and line graphs to visualize Income, Expense, and Savings over time.

Installation

  1. Clone the repository:

    git clone https://github.com/vahidinj/budget_dash.git
    cd budget_dash
  2. Create a virtual environment:

    python -m venv venv
  3. Activate the virtual environment:

    • On Windows:
      venv\Scripts\activate
    • On macOS and Linux:
      source venv/bin/activate
  4. Install the required packages:

    pip install -r requirements.txt

Usage

  1. Run the application:

    python main.py
  2. Open the dashboard: Open your web browser and go to http://127.0.0.1:8050/.

Project Structure

  • : Entry point for the application. Sets up and runs the Dash server.
  • : Contains the layout and visualization components for the dashboard.
    • : Defines the layout of the dashboard.
    • line_chart.py: Generates the line chart for visualizing data.
    • bar_chart.py: Generates the bar chart for visualizing data.
    • type_dropdown.py: Creates the type selection drop-down.
    • month_dropdown.py: Creates the month selection drop-down.
    • year_dropdown.py: Creates the year selection drop-down.
  • : Contains data loading and schema definitions.
    • : Loads the budget tracking data from an Excel file.
    • DataSchema.py: Defines the schema for the data.
  • assets/: Contains any static assets (e.g., CSS files) used by the dashboard.

Data

The data for the dashboard is loaded from an Excel file located at . The data includes columns for Date, Type, Category, Amount, and other relevant information.

License

This project is licensed under the MIT License. See the LICENSE file for more details.

Acknowledgements

  • Plotly Dash for providing the framework for building interactive web applications.
  • Bootstrap for styling the dashboard components.

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Personal budget dashboard using plotly dash.

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