raksha-finance-tracker 0.1.0

CLI Personal Finance Tracker with transactions, budget, and reports

🏦 CLI Personal Finance Tracker

A simple and powerful command-line interface (CLI) Personal Finance Tracker that helps you manage your income, expenses, and budget efficiently. Track transactions, view summaries, generate monthly reports, filter data, and export to CSV — all from your terminal!

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🚀 Features

1. Add Transactions

• Add Income or Expense transactions.
• Assign transactions to existing categories or create new categories on the fly.
• Categories are linked to transactions automatically.
• Enter a custom date or default to today.

2. View All Transactions

• List all transactions in a tabular format.
• Option to sort by category.
• Displays ID, Type, Category, Amount, Description, Date, and Current Balance.

3. Manage Transaction Categories

• Add new categories for Income or Expense.
• Remove categories easily.
• View all categories or filter by Income / Expense

5. View Summary

• Provides a financial overview:
  • Total Income
  • Total Expenses
  • Current Balance
  • Total number of transactions

6. Filter Transactions

• Filter by:
  • Type (Income / Expense)
  • Category
  • Date range
  • Amount range

7. Monthly Report

• Generate a monthly financial report:
  • Total Income and Expenses for the month
  • Net Savings
  • Expense breakdown by category
  • Highest expense category
  • Comparison with previous month (if data exists)

8. Export Transactions

• Export all transactions to CSV for external analysis.

9. Budget Warnings

• Set an initial balance and monthly budget.
• Receive warnings when expenses exceed the budget.

10. Data Persistence

• All transactions and categories are saved in JSON, so your data persists even after closing the program.

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💻 Installation

1. Clone the repository:

git clone https://github.com/your-username/cli-personal-finance-tracker.git
cd cli-personal-finance-tracker

2. Run the program:

 python main.py