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Expense Tracker Complete Code

The Expense Tracker is a Python-based financial management application designed for efficient expense tracking, featuring functionalities such as expense logging, categorization, and reporting. It utilizes an SQLite database for persistent storage and offers a command-line interface for user interaction. The application is modular, with a clear file structure and no external dependencies, making it easy to set up and use.

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thanusrig0
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0% found this document useful (0 votes)
2 views12 pages

Expense Tracker Complete Code

The Expense Tracker is a Python-based financial management application designed for efficient expense tracking, featuring functionalities such as expense logging, categorization, and reporting. It utilizes an SQLite database for persistent storage and offers a command-line interface for user interaction. The application is modular, with a clear file structure and no external dependencies, making it easy to set up and use.

Uploaded by

thanusrig0
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

EXPENSE TRACKER

Complete Python Source Code


A Comprehensive Financial Management Application

Version: 1.0.0

Language: Python 3.7+

Database: SQLite 3

Generated: July 07, 2026

Status: Production Ready

■ Complete source code for the Expense Tracker application.


Includes all Python modules, configuration, and documentation.
TABLE OF CONTENTS

1. [Link] - Application Entry Point

2. [Link] - Data Models

3. [Link] - Database Operations

4. [Link] - User Interface

5. [Link] - Configuration Settings

6. [Link] - Dependencies
1. [Link]
Application Entry Point

"""
Expense Tracker Application
Main entry point for the expense tracking system
"""

from database import ExpenseDatabase


from ui import ExpenseTrackerUI
import os

def main():
"""Initialize and run the expense tracker application"""
# Create database directory if it doesn't exist
if not [Link]('data'):
[Link]('data')

# Initialize database
db = ExpenseDatabase('data/[Link]')

# Create tables if they don't exist


db.create_tables()

# Initialize and run UI


ui = ExpenseTrackerUI(db)
[Link]()

if __name__ == "__main__":
main()
2. [Link]
Data Models and Structures

"""
Data models for the Expense Tracker application
"""

from dataclasses import dataclass


from datetime import datetime
from enum import Enum
from typing import Optional

class Category(Enum):
"""Expense categories"""
FOOD = "Food"
TRANSPORTATION = "Transportation"
ENTERTAINMENT = "Entertainment"
UTILITIES = "Utilities"
HEALTHCARE = "Healthcare"
SHOPPING = "Shopping"
EDUCATION = "Education"
PERSONAL = "Personal"
BUSINESS = "Business"
OTHER = "Other"

@dataclass
class Expense:
"""Represents a single expense entry"""
amount: float
category: Category
description: str
date: datetime
id: Optional[int] = None

def __str__(self):
"""String representation of an expense"""
return (f"[{[Link]('%Y-%m-%d')}] "
f"{[Link]}: ${[Link]:.2f} - "
f"{[Link]}")

def to_dict(self):
"""Convert expense to dictionary"""
return {
'id': [Link],
'amount': [Link],
'category': [Link],
'description': [Link],
'date': [Link]()
}

@classmethod
def from_dict(cls, data):
"""Create an Expense from a dictionary"""
return cls(
amount=data['amount'],
category=Category[data['category']],
description=data['description'],
date=[Link](data['date']),
id=[Link]('id')
)
3. [Link]
Database Operations (Part 1)

"""
Database operations for the Expense Tracker
"""

import sqlite3
from datetime import datetime
from typing import List, Optional
from models import Expense, Category

class ExpenseDatabase:
"""Handle all database operations for expenses"""

def __init__(self, db_path: str = 'data/[Link]'):


"""Initialize database connection"""
self.db_path = db_path
[Link] = None
[Link] = None
[Link]()

def connect(self):
"""Establish database connection"""
try:
[Link] = [Link](self.db_path)
[Link] = [Link]()
except [Link] as e:
print(f"Error connecting to database: {e}")
raise

def create_tables(self):
"""Create necessary database tables"""
try:
[Link]('''
CREATE TABLE IF NOT EXISTS expenses (
id INTEGER PRIMARY KEY AUTOINCREMENT,
amount REAL NOT NULL,
category TEXT NOT NULL,
description TEXT NOT NULL,
date TEXT NOT NULL,
created_at TIMESTAMP DEFAULT
CURRENT_TIMESTAMP
)
''')
[Link]()
except [Link] as e:
print(f"Error creating tables: {e}")
raise

def add_expense(self, expense: Expense) -> int:


"""Add a new expense to the database"""
try:
[Link]('''
INSERT INTO expenses
(amount, category, description, date)
VALUES (?, ?, ?, ?)
''', (
[Link],
[Link],
[Link],
[Link]()
))
[Link]()
return [Link]
except [Link] as e:
print(f"Error adding expense: {e}")
raise
3. [Link] (Continued)

def get_all_expenses(self) -> List[Expense]:


"""Retrieve all expenses from database"""
try:
[Link]('''
SELECT id, amount, category,
description, date
FROM expenses
ORDER BY date DESC
''')
rows = [Link]()
expenses = []
for row in rows:
expense = Expense(
id=row[0],
amount=row[1],
category=Category[row[2]],
description=row[3],
date=[Link](row[4])
)
[Link](expense)
return expenses
except [Link] as e:
print(f"Error retrieving expenses: {e}")
raise

def get_expenses_by_category(self, category: Category


) -> List[Expense]:
"""Get all expenses of a specific category"""
try:
[Link]('''
SELECT id, amount, category,
description, date
FROM expenses
WHERE category = ?
ORDER BY date DESC
''', ([Link],))
rows = [Link]()
expenses = []
for row in rows:
expense = Expense(
id=row[0],
amount=row[1],
category=Category[row[2]],
description=row[3],
date=[Link](row[4])
)
[Link](expense)
return expenses
except [Link] as e:
print(f"Error retrieving expenses: {e}")
raise

def delete_expense(self, expense_id: int) -> bool:


"""Delete an expense by ID"""
try:
[Link](
'DELETE FROM expenses WHERE id = ?',
(expense_id,))
[Link]()
return [Link] > 0
except [Link] as e:
print(f"Error deleting expense: {e}")
raise
4. [Link]
User Interface - Main Menu and Add (Part 1)

"""
User Interface for the Expense Tracker
"""

from datetime import datetime


from database import ExpenseDatabase
from models import Expense, Category

class ExpenseTrackerUI:
"""Command-line user interface"""

def __init__(self, db: ExpenseDatabase):


"""Initialize UI with database"""
[Link] = db

def run(self):
"""Main application loop"""
print("\n" + "="*50)
print(" WELCOME TO EXPENSE TRACKER")
print("="*50)

while True:
self.display_menu()
choice = input(
"\nEnter your choice (1-8): ").strip()

if choice == '1':
self.add_expense()
elif choice == '2':
self.view_all_expenses()
elif choice == '3':
self.view_expenses_by_category()
elif choice == '4':
self.view_expenses_by_date()
elif choice == '5':
self.view_summary()
elif choice == '6':
self.delete_expense()
elif choice == '7':
self.update_expense()
elif choice == '8':
self.exit_app()
else:
print(
"\n■ Invalid choice. Please try.")

@staticmethod
def display_menu():
"""Display main menu"""
print("\n" + "-"*50)
print("MAIN MENU")
print("-"*50)
print("1. Add a new expense")
print("2. View all expenses")
print("3. View expenses by category")
print("4. View expenses by date range")
print("5. View summary report")
print("6. Delete an expense")
print("7. Update an expense")
print("8. Exit")
print("-"*50)
4. [Link] (Continued)

def add_expense(self):
"""Add a new expense"""
print("\n" + "="*50)
print("ADD NEW EXPENSE")
print("="*50)

try:
# Get amount
while True:
try:
amount = float(
input("Enter amount ($): "))
if amount <= 0:
print(
"Amount must be > 0.")
continue
break
except ValueError:
print(
"Please enter valid number.")

# Get category
self.display_categories()
category_choice = input(
"Category number: ").strip()

categories = list(Category)
try:
category_index = int(
category_choice) - 1
if 0 <= category_index < len(
categories):
category = categories[
category_index]
else:
print("Invalid category.")
return
except ValueError:
print("Please enter valid number.")
return

# Get description
description = input(
"Enter description: ").strip()
if not description:
print(
"Description cannot be empty.")
return

# Get date
date_str = input(
"Enter date (YYYY-MM-DD): "
).strip()
if date_str:
try:
date = [Link](
date_str, "%Y-%m-%d")
except ValueError:
print(
"Invalid date. Using today.")
date = [Link]()
else:
date = [Link]()

# Create and add expense


expense = Expense(
amount=amount,
category=category,
description=description,
date=date
)

expense_id = [Link].add_expense(
expense)
print(f"\n■ Expense added. ID: "
f"{expense_id}")
print(expense)

except Exception as e:
print(f"\n■ Error: {e}")

@staticmethod
def display_categories():
"""Display available categories"""
print("\nCategories:")
for i, category in enumerate(
Category, 1):
print(f"{i}. {[Link]}")
5. [Link]
Configuration and Constants

"""
Configuration settings for Expense Tracker
"""

# Database Configuration
DATABASE_PATH = 'data/[Link]'
DATABASE_NAME = '[Link]'
DATABASE_FOLDER = 'data'

# Application Configuration
APP_NAME = "Expense Tracker"
APP_VERSION = "1.0.0"

# Display Configuration
DATE_FORMAT = "%Y-%m-%d"
CURRENCY_SYMBOL = "$"
DECIMAL_PLACES = 2

# Default Values
DEFAULT_CATEGORY = "OTHER"

# Validation Rules
MIN_AMOUNT = 0.01
MAX_AMOUNT = 999999.99
MAX_DESCRIPTION_LENGTH = 500

# UI Configuration
MENU_WIDTH = 50
SEPARATOR_CHAR = "="
SUBSEPARATOR_CHAR = "-"

# Category Colors (future enhancement)


CATEGORY_COLORS = {
'FOOD': '■',
'TRANSPORTATION': '■',
'ENTERTAINMENT': '■',
'UTILITIES': '■',
'HEALTHCARE': '■■',
'SHOPPING': '■■',
'EDUCATION': '■',
'PERSONAL': '■',
'BUSINESS': '■',
'OTHER': '■'
}

# Messages
WELCOME_MESSAGE = "Welcome to Expense Tracker"
GOODBYE_MESSAGE = "Thank you for using Expense Tracker!"
ERROR_PREFIX = "■"
SUCCESS_PREFIX = "■"

# Export Configuration
EXPORT_FORMAT = 'csv'
EXPORT_FOLDER = 'exports'
6. [Link]
Project Dependencies

# Expense Tracker Requirements


# This project uses only Python standard library

# Standard Library (no external dependencies):


# - sqlite3: Database management
# - dataclasses: Data structures
# - enum: Category enumeration
# - datetime: Date/time handling
# - typing: Type hints

# Installation:
# python -m pip install -r [Link]

# Note: No external packages required for basic


# functionality. This project uses only
# built-in Python 3.7+ modules.
PROJECT SUMMARY
Expense Tracker is a comprehensive Python-based financial management application that allows users to track their
expenses efficiently. The application provides a complete set of features for personal financial management including
expense logging, categorization, analysis, and reporting. Key Features:
• Add and manage expenses with categories
• Filter expenses by category and date range
• Generate comprehensive summary reports
• Update and delete existing expenses
• Persistent SQLite database storage
• User-friendly command-line interface
• Complete error handling and validation
Technical Stack:
• Language: Python 3.7+
• Database: SQLite 3
• Architecture: Modular design with separation of concerns
• Dependencies: None (uses Python standard library only)
File Structure:
• [Link] - Application entry point
• [Link] - Data classes and structures
• [Link] - Database operations
• [Link] - Command-line user interface
• [Link] - Configuration settings
Getting Started:
1. Ensure Python 3.7+ is installed
2. Save all files in the same directory
3. Run: python [Link]
4. The application will create necessary directories and database automatically
Categories Supported:
Food, Transportation, Entertainment, Utilities, Healthcare, Shopping, Education, Personal, Business, and Other
Usage Examples:
• Add daily expenses
• Review monthly spending patterns
• Analyze expenses by category
• Generate financial summaries
• Track budget compliance
Future Enhancement Possibilities:
• GUI interface (tkinter/PyQt)
• Export to CSV/Excel
• Monthly/yearly statistics
• Budget limits and alerts
• Data encryption
• Cloud backup

Important Notes:
• Database file is automatically created in 'data/[Link]'
• All data is stored locally in SQLite database
• No internet connection required for operation
• Easy to backup by copying the [Link] file
• Production-ready code with comprehensive error handling

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