Expense Tracker

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Expense Tracker:

CSV-Based Bank Statement Visualization Using


Pandas and Plotly

This project creates a simple tool to manage financial


data. It reads CSV files, analyzes transactions, and shows
easy-to-understand graphs. Users can track expenses,
and trends, making it easier to make smart financial
decisions using Pandas, Plotly, and Tkinter.
Aim
To develop a Python-based tool for
analyzing and visualizing financial
transactions from CSV files, helping
users understand their financial data
and make better decisions.
Objective
➢ Create a graphical user interface (GUI) using Tkinter for
CSV file selection.

➢ Parse and clean financial transaction data using Pandas for


effective visualization.

➢ Develop interactive visualizations using Plotly to interpret


financial data.

➢ Provide insights into transaction history, including


cumulative balance, credits, debits, and transaction types.
Our contribution

• Person 1: Focused on creating dynamic visualizations using Plotly to achieve the


desired interactivity in the graphs.

• Person 2: Worked on designing the Tkinter window, handling CSV file processing,
and displaying the graphs. Both Person 1 and Person B collaborated on integrating
webview for maintaining graph interactivity. The challenge of viewing all graphs in
one window was addressed using separate webview displays.
Tools Data Used
➢ Programming Language: Python The data used in this project is sourced from
CSV files containing financial transaction
➢ Libraries:
information with columns such as:
❖ Pandas for data manipulation.
❖ Date: The date of the transaction.
❖ Plotly for creating interactive graphs.
❖ Credit: Amount credited to the account.
❖ Tkinter for the user interface.
❖ Debit: Amount debited from the account.
❖ Webview for displaying visualizations.

❖ Numpy for handling missing data.

➢ Development Environment: VSCode.


Results
The application successfully processes CSV files, cleans the data, and generates several dynamic
visualizations:

✓ Balance Over Time: Tracks cumulative balances across a given time period.

✓ Credits and Debits Over Time: Displays how spending (debits) compares with income (credits) over time.

✓ Transaction Type Distribution: Visualizes the distribution of different transaction types.

✓ Cumulative Financial Trends: Helps users track the overall growth of their finances by analyzing cumulative
credit and debit trends.

These visualizations give users a clear picture of their financial data, enabling them to make
informed decisions based on their income and spending patterns.
Graphs and Pie Chart
Conclusion
The project successfully developed a tool to
process and visualize CSV transaction data. By
using Tkinter for the interface, Pandas for data
management, and Plotly for interactive graphs,
it offers a user-friendly experience. Future
improvements aim to integrate all graphs into
one window and enhance the interface for
better usability.
Thank you
Made by:

➢ Naumisharanya Tirth(CS23B1050)

➢ Sourav Kumar(CS23B1070)

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