Enhanced Expense Tracker

A comprehensive, user-friendly tool for tracking personal and shared expenses with advanced features including budget tracking, data analysis, and visualizations.

✨ New Features

• 🎯 Budget Tracking: Set monthly budgets by category and get alerts
• 📊 Data Analysis: Detailed insights and spending trends
• 📈 Visualizations: Charts and graphs for better understanding
• 🔍 Smart Search: Find expenses by date, category, or amount
• 📱 Better UX: Emoji-enhanced interface with validation
• 💾 Data Integrity: Robust error handling and data validation
• 📁 Organized Structure: Better file management and organization

🏗️ Project Structure

Expense Tracker/
├── src/
│   └── add_new_expense.py           # Legacy simple expense adder
│   └── budget_tracker.py            # Budget management and alerts
│   └── data_analyzer.py             # Data analysis and visualizations
│   └── end_of_month_archive.py      # Legacy archiving
│   └── expense_tracker.py           # Main expense tracking application
│   └── monthly_expenses_monitor.py  # Legacy monthly summary
│   └── run.py                       # Main entry point for initializing and running the application
│   └── setup.py                     # setup instructions for the expense tracker project
├── Expenses/
│   └── expenses_working.csv         # Current month's expenses
│   └── expenses_template.txt        # Current month's expenses
├── History/                         # Archived monthly data
├── Summary/                         # Monthly summaries
├── Budget/                          # Monthly summaries
│   └── charges.json                 # Current month's expenses
│   └── income.csv                   # Income tracking
├── requirements.txt                 # Python dependencies
├── README.md                        # This file

🚀 Quick Start

1. Setup Environment

# Create virtual environment
python3 -m venv .venv
source .venv/bin/activate  # On Windows: .venv\Scripts\activate

# Install dependencies
pip install -r requirements.txt

2. Run the Enhanced Tracker

python src/expense_tracker.py

📋 Main Features

💰 Expense Tracking (expense_tracker.py)

• Add Expenses: Intuitive interface with category selection
• View Recent: See your latest transactions
• Monthly Summary: Comprehensive spending overview
• Archive Month: End-of-month data management

🎯 Budget Management (budget_tracker.py)

• Set Budgets: Configure monthly limits by category
• Track Progress: Monitor spending vs. budget
• Get Alerts: Warnings when approaching limits
• Interactive Setup: Easy budget configuration

📊 Data Analysis (data_analyzer.py)

• Spending Trends: Analyze patterns over time
• Category Analysis: Detailed breakdown by category
• Account Comparison: Compare spending between accounts
• Generate Charts: Visual representations of your data
• Smart Insights: AI-powered recommendations

🎮 Usage Examples

Adding an Expense

python src/expense_tracker.py
# Select option 1: Add new expense
# Follow the interactive prompts

Setting Up Budgets

python src/budget_tracker.py
# Select option 3: Setup budgets
# Configure limits for each category

Analyzing Your Data

python src/data_analyzer.py
# Select option 1: Spending trends
# View insights and recommendations

📊 Sample Output

Monthly Summary

📈 MONTHLY SUMMARY - 2025-01
============================================================

👤 Commun: €1,847.35
   📂 Maison: €1,141.35 (61.8%)
   📂 Transport: €63.00 (3.4%)
   📂 Courses: €141.00 (7.6%)
   📂 Culture: €14.00 (0.8%)
   📂 Autre: €488.00 (26.4%)

👤 Luc: €1,147.00
   📂 Restaurant: €66.00 (5.8%)
   📂 Shopping: €258.00 (22.5%)
   📂 Autre: €823.00 (71.7%)

💰 TOTAL EXPENSES: €2,994.35

Budget Alerts

📊 Budget Status: Luc - Shopping
   💰 Budget: €150.00
   💸 Spent: €258.00
   📈 Percentage: 172.0%
   ⚠️  WARNING: Budget exceeded!

🔧 Configuration

Categories

The system includes these expense categories:

• 🏠 Maison (Home)
• 🚗 Transport
• 🏥 Santé (Health)
• 🍽️ Restaurant
• 🛒 Courses (Groceries)
• 💆 Bien-être (Wellness)
• 🎭 Culture
• 🏃 Sport
• 🛍️ Shopping
• 🌭 Saucisse (Food)
• 💵 Liquide (Cash)
• 💰 Economie (Savings)
• 🎁 Cadeau (Gifts)
• 📦 Autre (Other)

Accounts

• Commun: Shared expenses
• Luc: Personal expenses
• Laura: Personal expenses

📈 Data Export

The system automatically generates:

• Monthly summaries in CSV format
• Charts and visualizations as PNG files
• Archived data for historical analysis

🛠️ Customization

Adding New

Edit the categories dictionary in expense_tracker.py:

self.categories = {
    '🏠': 'Maison',
    '🚗': 'Transport',
    # Add your new categories here
    '🎮': 'Gaming',
}

Modifying Budgets

Edit budgets.json or use the interactive setup:

{
  "Commun": {
    "Maison": 1500,
    "Transport": 200
  }
}

🔄 Migration from Legacy

If you're upgrading from the old system:

1. Your existing data files are compatible
2. Run the new tracker to get enhanced features
3. Set up budgets for better tracking
4. Use data analysis for insights

🤝 Contributing

Feel free to customize and extend this project:

• Add new features
• Improve the UI
• Add more analysis tools
• Create custom reports

📝 Notes

• All amounts are stored in euros (€)
• Dates use DD/MM/YYYY format
• Data is automatically backed up in the History folder
• Charts are saved in a charts/ directory

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Happy tracking! 💰📊