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Final ProjectAdvanced•5-6 hours

Expense Tracker & Budget Manager

Comprehensive personal finance tracking application with budgeting, analytics, and reporting.

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📋 Project Overview

Build a professional expense tracking system that manages income and expenses, sets budgets, generates financial reports, and provides analytics. This project demonstrates advanced OOP, data analysis, and financial calculations.

🎯 Learning Objectives

  • Design multi-class OOP architecture
  • Implement transaction tracking system
  • Create budget management features
  • Generate financial reports and analytics
  • Handle multiple transaction categories
  • Calculate financial statistics
  • Export data to multiple formats

✨ Features to Implement

CoreMust-Have Features

  • ✓Add income and expense transactions
  • ✓Categorize transactions
  • ✓View all transactions
  • ✓Calculate total income/expenses
  • ✓Save data to JSON file

EnhancedRecommended Features

  • ◉Set budgets by category
  • ◉Track budget vs actual spending
  • ◉Generate monthly summaries
  • ◉Filter transactions by date range
  • ◉Export to CSV format

BonusChallenge Features

  • ⭐Recurring transactions
  • ⭐Budget warnings when limits approached
  • ⭐Spending trends analysis
  • ⭐Category breakdown charts
  • ⭐Multi-currency support
  • ⭐Tags for transaction organization

🗂️ Data Structure

Example of how to structure your data:

{
    "transaction_id": "TXN000001",
    "amount": 50.00,
    "category": "Food & Dining",
    "type": "Expense",
    "description": "Grocery shopping",
    "date": "2024-12-12",
    "recurring": false,
    "tags": ["groceries", "weekly"]
}

🛠️ Implementation Guide

✅ Testing Checklist

Make sure all these work before considering your project complete:

☐Transactions save correctly
☐Income and expenses calculate accurately
☐Budgets track spending properly
☐Reports generate with correct data
☐CSV export works
☐Date filtering works correctly

📊 Project Info

Difficulty

Advanced

Estimated Time

5-6 hours

Prerequisites

Modules 1-6

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💡 Tips for Success

  • ✓Start with core features first
  • ✓Test each function as you build
  • ✓Use meaningful variable names
  • ✓Handle errors gracefully
  • ✓Add comments for complex logic
  • ✓Take breaks when stuck