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A Python package to create simple household budgets.

Project description

Unit test runLicense: MIT

MyBudgeter Python Package (Data-533-Group-16-project)

A Python package to create simple household budgets.

Description

mybudgeter is a Python package that allows users to set and check budgets for a number of spending categories they choose. Users will be able to add, modify, and delete individual transactions, categorize their spending and set a budget for each category. If a user's spending is over their set budget, the program will alarm the user. The program will allow users to create a brand new SQLite database to store their spending and budget data if it's the first time using the program or import the data from a SQLite database if it's previously created. Users will also have the option to perform basic budget calculations, read or visualize simple budget summary, and visualize spending vs. budget trends.

Link to PyPI Project

Getting Started

Installing

  • pip install mybudgeter

Executing program

  • import user interface from the library
from mybudgeter.utilities.users import User
  • initialize user with new databases
user = User()
  • initialize user with previous databases
user = User(budget = 'path/to/budgeting.db', transactions = 'path/to/transactions.db')
  • add/modify/delete transactions
transaction_id = user.transactions.add_transaction(category, amount, date, name)
user.transactions.modify_transaction(transaction_id, field, value)
user.transactions.delete_transaction(transaction_id)
  • add/modify/delete budget categories
user.budget.add_category(category, limit, date)
user.budget.modify_category(category, limit, month, year)
user.budget.delete_categroy(category, month, year)
  • get total spend/budget
user.total(type, categories, months, years)
  • get average spending/budget
user.average(type, categories, months, years)
  • get remaining budget
user.remaining_budget(categories, months, years)
  • get highest/lowest spending
user.highest_spending(calculate_category)
user.lowest_spending(calculate_category)
  • get budget/spending summary
user.summary()
  • get budget/spending pie/line charts
user.pie_chart(type)
user.line_chart(type)

Authors

  • Kyle Deng
  • Jacob Rosen

Version History

  • 0.1
    • Initial Release

License

This project is licensed under the MIT License - see the LICENSE.md file for details

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