Python Expense Tracker Project with Source Code.pdf

Python Expense Tracker
Project with Source Code

Inflow and Outflow record of money can be easily kept with the help of
expense tracker. It helps to manage finances. In this project, we will develop
an expense tracker that will track our expenses. Let’s start developing the
project.
Python Expense Tracker Project
In this python django project, we will create an expense tracker that will take
details of our expenses. While filling the signup form a person will also need to
fill in the details about the income and the amount he/she wants to save. Some
people earn on a daily basis, so their income can also be added on a regular
basis. Details of expenses will be shown in the form of a pie chart on a weekly,
monthly, and yearly basis. Installation of django is a must to start with the
Expense Tracker project.
Project Prerequisites
Sound knowledge of django framework, html, css, javascript and python is
required before starting this Expense Tracker project of Python.
Download Python Expense Tracker Project
Code
Download source code of python expense tracker: Expense Tracker Project
Code
Project File Structure

1. Install django framework
2. Create a project and an app
3. Models.py
4. Admin.py
5. Urls.py
6. Views.py
1. Install django framework:
To begin with the project, you need to install django on your system. To install
django, write the following command on cmd or terminal window.
Pip install django
2. Create a project and an app:
We will create a new project named ExpenseTracker and an app to start the
project. Write the following command on the terminal window.
django-admin startproject ExpenseTracker
python mange.py startapp home
Create a template and static folder to store your files. Template folder will
contain all the html files. Static folder will contain all the css files ,images and
javascript files.
3. Models.py
Database connectivity is done with the help of models.py. Create the following
models in models.py file in the app of your project.

from django.db import models
from django.utils.timezone import now
from django.contrib.auth.models import User
from django.conf import settings
from django.db.models.signals import post_save
from django.dispatch import receiver
from django.db.models import Sum
#Create your models here.
SELECT_CATEGORY_CHOICES = [
("Food","Food"),
("Travel","Travel"),
("Shopping","Shopping"),
("Necessities","Necessities"),
("Entertainment","Entertainment"),
("Other","Other")
]
ADD_EXPENSE_CHOICES = [
("Expense","Expense"),
("Income","Income")
]
PROFESSION_CHOICES =[
("Employee","Employee"),

("Business","Business"),
("Student","Student"),
("Other","Other")
]
class Addmoney_info(models.Model):
user = models.ForeignKey(User,default = 1, on_delete=models.CASCADE)
add_money = models.CharField(max_length = 10 , choices = ADD_EXPENSE_CHOICES
)
quantity = models.BigIntegerField()
Date = models.DateField(default = now)
Category = models.CharField( max_length = 20, choices =
SELECT_CATEGORY_CHOICES , default ='Food')
class Meta:
db_table:'addmoney'
class UserProfile(models.Model):
user = models.OneToOneField(User,on_delete=models.CASCADE)
profession = models.CharField(max_length = 10, choices=PROFESSION_CHOICES)
Savings = models.IntegerField( null=True, blank=True)
income = models.BigIntegerField(null=True, blank=True)
image = models.ImageField(upload_to='profile_image',blank=True)
def __str__(self):
return self.user.username

Code Explanation:
SELECT_CATEGORY_CHOICES , EXPENSE_CHOICES ,
PROFESSION_CHOICES contain the list of options that will be given while
filling the expense form.
a. Foreign key: It establishes many to one relationship.
b. Charfield():It stores small and large size strings in the database.
c. BigIntegerField():It can store numbers from -9223372036854775808 to
9223372036854775807 in the database.
d. Datefield(): It accepts date as input.
e. Integerfield():It stores integer numbers in a database.
f. Imagefield():It stores images in the database.
4. Admin.py
It will help register the tables in the database.
# Register your models here.
from .models import Addmoney_info

From django.contrib import admin
class Addmoney_infoAdmin(admin.ModelAdmin):
list_display=("user","quantity","Date","Category","add_money")
admin.site.register(Addmoney_info,Addmoney_infoAdmin)
from django.contrib.sessions.models import Session
admin.site.register(Session)
from .models import UserProfile
admin.site.register(UserProfile)
Code Explanation:
Addmoney_info, UserProfile are the names of the models that we want to
register in the database. list_display contains the name of the columns that
will be displayed in the database.
To store these models in the database, run the following command:
python manage.py makemigrations
python manage.py migrate
For accessing the database, create the superuser. To create a superuser run the
following command on your terminal window.
python manage.py createsuperuser
5. Urls.py
from django.contrib import admin
from django.urls import path

from django.urls import include
from . import views
from django.contrib.auth import views as auth_views
urlpatterns = [
path('', views.home, name='home'),
path('index/', views.index, name='index'),
path('register/',views.register,name='register'),
path('handleSignup/',views.handleSignup,name='handleSignup'),
path('handlelogin/',views.handlelogin,name='handlelogin'),
path('handleLogout/',views.handleLogout,name='handleLogout'),
path('reset_password/',auth_views.PasswordResetView.as_view(template_name =
"home/reset_password.html"),name='reset_password'),
path('reset_password_sent/',auth_views.PasswordResetDoneView.as_view(template_n
ame="home/reset_password_sent.html"),name='password_reset_done'),
path('reset/<uidb64>/<token>/',auth_views.PasswordResetConfirmView.as_view(temp
late_name ="home/password_reset_form.html"),name='password_reset_confirm'),
path('reset_password_complete/',auth_views.PasswordResetView.as_view(template_n
ame ="home/password_reset_done.html"),name='password_reset_complete'),
path('addmoney/',views.addmoney,name='addmoney'),
path('addmoney_submission/',views.addmoney_submission,name='addmoney_submission
'),
path('charts/',views.charts,name='charts'),

path('tables/',views.tables,name='tables'),
path('expense_edit/<int:id>',views.expense_edit,name='expense_edit'),
path('<int:id>/addmoney_update/', views.addmoney_update,
name="addmoney_update") ,
path('expense_delete/<int:id>',views.expense_delete,name='expense_delete'),
path('profile/',views.profile,name = 'profile'),
path('expense_month/',views.expense_month, name = 'expense_month'),
path('stats/',views.stats, name = 'stats'),
path('expense_week/',views.expense_week, name = 'expense_week'),
path('weekly/',views.weekly, name = 'weekly'),
path('check/',views.check,name="check"),
path('search/',views.search,name="search"),
path('<int:id>/profile_edit/',views.profile_edit,name="profile_edit"),
path('<int:id>/profile_update/',views.profile_update,name="profile_update"),
path('info/',views.info,name="info"),
path('info_year/',views.info_year,name="info_year"),
]
Code Explanation:
These are the names of the urls that we can access. If we try to access urls
other than these, it will give an error.
a. path(): It is used to route the url with the functions views in your app folder.

b. include(): An element is returned by it, to include that element in
urlpatterns.
6. Views.py
a. Importing modules
from django.shortcuts import render,HttpResponse,redirect
from django.contrib import messages
from django.contrib.auth import authenticate ,logout
from django.contrib.auth import login as dj_login
from django.contrib.auth.models import User
from .models import Addmoney_info,UserProfile
from django.contrib.sessions.models import Session
from django.core.paginator import Paginator, EmptyPage , PageNotAnInteger
from django.db.models import Sum
from django.http import JsonResponse
import datetime
from django.utils import timezone
Code Explanation:
a. Render: It returns the Httpresponse object and combines the template with
the dictionary that is mentioned in it.
b. HttpResponse: It displays a text response to the user.
c. Redirect: It redirects the user to the specified url.

d. Messages: It helps to store and display messages to the user on the screen.
e. Authenticate: It verifies the user.
f. User: This model handles authentication as well as authorization.
g. Session: It helps the user to access only their data. Without sessions, every
user’s data will be displayed to the user.
h. Paginator: It is used to manage paginated data.
i. datetime:It is used to get the current date and time.
b. Login and Index function
def home(request):
if request.session.has_key('is_logged'):
return redirect('/index')
return render(request,'home/login.html')
# return HttpResponse('This is home')
def index(request):
user_id = request.session["user_id"]
user = User.objects.get(id=user_id)
addmoney_info =
Addmoney_info.objects.filter(user=user).order_by('-Date')
paginator = Paginator(addmoney_info , 4)
page_number = request.GET.get('page')
page_obj = Paginator.get_page(paginator,page_number)
context = {

# 'add_info' : addmoney_info,
'page_obj' : page_obj
}
#if request.session.has_key('is_logged'):
return render(request,'home/index.html',context)
return redirect('home')
Code Explanation:
home() is a function that allows the user to access the dashboard once the user
is logged in. index() function contains the backend of the dashboard page.
a. filter(): Queryset is filtered by filter().
b. get(): Single unique object can be obtained with get().
c. order_by(): It orders the queryset.
c. Other Functions
def addmoney(request):
return render(request,'home/addmoney.html')
def profile(request):
return render(request,'home/profile.html')
return redirect('/home')
def profile_edit(request,id):

add = User.objects.get(id=id)
return render(request,'home/profile_edit.html',{'add':add})
return redirect("/home")
Code Explanation:
The first function redirects the user to the page where we can enter our
expenses and income. profile() function redirects the user to the profile page
where information of the user is displayed. profile_edit() redirects to the page
where information of the user can be edited. These pages can only be accessed
if the user is logged in.
d. Updating Profile
def profile_update(request,id):
if request.method == "POST":
user = User.objects.get(id=id)
user.first_name = request.POST["fname"]
user.last_name = request.POST["lname"]
user.email = request.POST["email"]
user.userprofile.Savings = request.POST["Savings"]
user.userprofile.income = request.POST["income"]
user.userprofile.profession = request.POST["profession"]

user.userprofile.save()
user.save()
return redirect("/profile")
Code Explanation:
profile_update() function performs the backend of the edit profile form.
User.objects.get() gets all the information of the user then all the updated
information is saved again. This function is performed by save().
e. Signup, Login, and Logout backend:
def handleSignup(request):
if request.method =='POST':
# get the post parameters
uname = request.POST["uname"]
fname=request.POST["fname"]
lname=request.POST["lname"]
email = request.POST["email"]
profession = request.POST['profession']
Savings = request.POST['Savings']
income = request.POST['income']
pass1 = request.POST["pass1"]
pass2 = request.POST["pass2"]

profile = UserProfile(Savings =
Savings,profession=profession,income=income)
# check for errors in input
if request.method == 'POST':
try:
user_exists =
User.objects.get(username=request.POST['uname'])
messages.error(request," Username already taken, Try
something else!!!")
return redirect("/register")
except User.DoesNotExist:
if len(uname)>15:
messages.error(request," Username must be max 15
characters, Please try again")
if not uname.isalnum():
messages.error(request," Username should only contain
letters and numbers, Please try again")
if pass1 != pass2:
messages.error(request," Password do not match, Please
try again")

# create the user
user = User.objects.create_user(uname, email, pass1)
user.first_name=fname
user.last_name=lname
user.email = email
# profile = UserProfile.objects.all()
user.save()
# p1=profile.save(commit=False)
profile.user = user
profile.save()
messages.success(request," Your account has been successfully
created")
return redirect("/")
else:
return HttpResponse('404 - NOT FOUND ')
return redirect('/login')
def handlelogin(request):
if request.method =='POST':
# get the post parameters
loginuname = request.POST["loginuname"]

loginpassword1=request.POST["loginpassword1"]
user = authenticate(username=loginuname, password=loginpassword1)
if user is not None:
dj_login(request, user)
request.session['is_logged'] = True
user = request.user.id
request.session["user_id"] = user
messages.success(request, " Successfully logged in")
else:
messages.error(request," Invalid Credentials, Please try again")
return redirect("/")
return HttpResponse('404-not found')
def handleLogout(request):
del request.session['is_logged']
del request.session["user_id"]
logout(request)
messages.success(request, " Successfully logged out")
return redirect('home')
Code Explanation:

handlesignup() function handles the backend of signup form. Uname, fname,
lname, email , pass1, pass2, income, savings and profession will store the
information of the form in these variables.
Various conditions are there to sign up . The username should be unique,
pass1 and pass 2 should be the same and also the length of the username
should be maximum 15 characters. handlelogin() handles the backend of the
login page. If the information entered by the user is correct, the user will be
redirected to the dashboard. handleLogout() handles the backend of logout.
a. error(): This function gives the error message on the screen if a condition is
not satisfied.
b. len():This function returns the length of the string, array, dictionary etc.
c. success():If a condition is satisfied, it displays the message that is specified
in the parentheses.
f. Add Money Form and Add Money Update Backend:
def addmoney_submission(request):
user1 = User.objects.get(id=user_id)
addmoney_info1 =
Addmoney_info.objects.filter(user=user1).order_by('-Date')
add_money = request.POST["add_money"]

quantity = request.POST["quantity"]
Date = request.POST["Date"]
Category = request.POST["Category"]
add = Addmoney_info(user =
user1,add_money=add_money,quantity=quantity,Date = Date,Category= Category)
add.save()
paginator = Paginator(addmoney_info1, 4)
page_number = request.GET.get('page')
page_obj = Paginator.get_page(paginator,page_number)
context = {
'page_obj' : page_obj
}
return render(request,'home/index.html',context)
def addmoney_update(request,id):
add = Addmoney_info.objects.get(id=id)
add .add_money = request.POST["add_money"]
add.quantity = request.POST["quantity"]
add.Date = request.POST["Date"]
add.Category = request.POST["Category"]

add .save()
return redirect("/index")
Code Explanation:
addmoney_submission() handles the backend of the form we filled for our
daily expenses. addmoney_update() saves the information of the form after
we have edited .
g. Expense Edit and Expense Delete Backend:
def expense_edit(request,id):
addmoney_info = Addmoney_info.objects.get(id=id)
return
render(request,'home/expense_edit.html',{'addmoney_info':addmoney_info})
def expense_delete(request,id):
addmoney_info = Addmoney_info.objects.get(id=id)
addmoney_info.delete()
return redirect("/index")

Code Explanation:
expense_edit() form redirects the user to the edit form and also extracts the
details of the user from the database and displays it on the screen.
expense_delete() helps in deleting the expenses.
h. Monthly, weekly , yearly expense Backend
def expense_month(request):
todays_date = datetime.date.today()
one_month_ago = todays_date-datetime.timedelta(days=30)
addmoney = Addmoney_info.objects.filter(user =
user1,Date__gte=one_month_ago,Date__lte=todays_date)
finalrep ={}
def get_Category(addmoney_info):
# if addmoney_info.add_money=="Expense":
return addmoney_info.Category
Category_list = list(set(map(get_Category,addmoney)))
def get_expense_category_amount(Category,add_money):
quantity = 0
filtered_by_category = addmoney.filter(Category =
Category,add_money="Expense")
for item in filtered_by_category:

quantity+=item.quantity
return quantity
for x in addmoney:
for y in Category_list:
finalrep[y]= get_expense_category_amount(y,"Expense")
return JsonResponse({'expense_category_data': finalrep}, safe=False)
def stats(request):
if request.session.has_key('is_logged') :
one_month_ago = todays_date-datetime.timedelta(days=30)
addmoney_info = Addmoney_info.objects.filter(user =
user1,Date__gte=one_month_ago,Date__lte=todays_date)
sum = 0
for i in addmoney_info:
if i.add_money == 'Expense':
sum=sum+i.quantity
addmoney_info.sum = sum
sum1 = 0
if i.add_money == 'Income':

sum1 =sum1+i.quantity
addmoney_info.sum1 = sum1
x= user1.userprofile.Savings+addmoney_info.sum1 - addmoney_info.sum
y= user1.userprofile.Savings+addmoney_info.sum1 - addmoney_info.sum
if x<0:
messages.warning(request,'Your expenses exceeded your savings')
x = 0
if x>0:
y = 0
addmoney_info.x = abs(x)
addmoney_info.y = abs(y)
return render(request,'home/stats.html',{'addmoney':addmoney_info})
def expense_week(request):
one_week_ago = todays_date-datetime.timedelta(days=7)
user1,Date__gte=one_week_ago,Date__lte=todays_date)
finalrep ={}

quantity = 0
return quantity
for x in addmoney:
def weekly(request):
if request.session.has_key('is_logged') :
one_week_ago = todays_date-datetime.timedelta(days=7)
addmoney_info = Addmoney_info.objects.filter(user =
sum = 0

if i.add_money == 'Expense':
sum=sum+i.quantity
addmoney_info.sum = sum
sum1 = 0
if i.add_money == 'Income':
sum1 =sum1+i.quantity
addmoney_info.sum1 = sum1
x= user1.userprofile.Savings+addmoney_info.sum1 - addmoney_info.sum
y= user1.userprofile.Savings+addmoney_info.sum1 - addmoney_info.sum
if x<0:
messages.warning(request,'Your expenses exceeded your savings')
x = 0
if x>0:
y = 0
addmoney_info.x = abs(x)
addmoney_info.y = abs(y)
return render(request,'home/weekly.html',{'addmoney_info':addmoney_info})
def check(request):
if request.method == 'POST':
user_exists = User.objects.filter(email=request.POST['email'])
messages.error(request,"Email not registered, TRY AGAIN!!!")

return redirect("/reset_password")
def info_year(request):
one_week_ago = todays_date-datetime.timedelta(days=30*12)
finalrep ={}
quantity = 0
return quantity
for x in addmoney:

def info(request):
return render(request,'home/info.html')
Code Explanation:
expense_month() function gets the data of the expenses of the current month.
get_category() function gets the category (expense/income) from the
database. get_expense_category_amount() fetches the amount from the
database of the category(expense). stats() function calculates the overall
expenses and savings made by the user in a month. expense_week() and
info_year() performs the same function as expense_month() but on a weekly
basis. weekly() gets the amount saved in a month and also the overall expenses
of a user.
Python Expense Tracker Output:
Login Form:

We have successfully created the expense tracker project in python. We
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