ferrous-cat-finance 0.1

A program for recording and reporting on financial transactions, using Qt PySide6 for GUI and SQLite for a database.

Project Summary:

This is an application for (manually) tracking the user's financial transactions, and generating reports in a manner which makes them easy to declare for taxes.

Features:

This application supports:

• A simple GUI, written in Qt for Python.
• Local storage to an SQLite database.
• The operating-systems of MacOS and Linux (tested on the Ubuntu22 platform).
• Well-validated entry of financial transactions, in a manner similar to the use of a checkbook.
• Generation of printable reports, summarizing the records from a given timespan.
• Searching of existing records by date, categories, or name.
• User-definition of transaction-categories, for flexible data-grouping.

This application does not support:

• Cloud-storage.
• Windows OS.

Initial Setup On Mac

1. run python3 -m venv env
2. run source env/bin/activate
3. run pip install PySide6
4. Need to select the .venv interpreter in VS code using command-shift-p
5. alternately, you can execute the correct python version with ./env/bin/python