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Personal Financial Analysis Platform Based on Flask

A simple, modern web-based personal finance tracking system built with Flask, SQLite, Chart.js, and Bootstrap.
The system allows users to record daily income and expenses, visualize financial data, and perform self-reflection using additional tags such as mood and desire/need indicators.


πŸ’‘ Features

  • πŸ“‹ Record income and expenses with custom fields:

    • Category
    • Description
    • Amount
    • Payment method
    • Tags
    • Mood
    • Need or Want
  • πŸ“ˆ Visualized reports with:

    • Monthly summary pie chart
    • Trend line chart for the past 6 months
    • Category-wise bar charts
  • ✏️ Edit & delete records with in-page AJAX (no refresh)

  • 🎨 Light/dark theme switch with consistent UI

  • 🧾 Export monthly records as CSV

  • πŸ” Filter by year/month

  • πŸ“± Responsive layout using Bootstrap 5


βš™οΈ Tech Stack

Layer Tools & Libraries
Backend Python, Flask, SQLite3, Pandas
Frontend HTML, Bootstrap 5, Chart.js
JS Modules Fetch API, AJAX, ES6 modules
Data Logic Transaction categorization, tag analysis

🏁 Getting Started

πŸ“¦ Requirements

  • Python 3.9+
  • pip

πŸ”§ Installation

git clone https://github.com/a414414/Personal-Financial-Analysis-Platform-Based-on-Flask.git
cd Personal-Financial-Analysis-Platform-Based-on-Flask
pip install -r requirements.txt
python app.py

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Applied Python Project: Design and Implementation of a Personal Financial Analysis Platform Based on Flask

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