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django-expense-tracker's Introduction

expense_tracker

Expense Tracker

Expense Tracker is application that can help you track and list expenses, and also analyze charts and statistics about them.

The project uses authentication and CRUD operations to create, read, update and delete expenses assigned to a user.

The project also performs operations on expenses in order deliver monthly and daily expense averages; current vs last month expense percentages; biggest and smallest expenses by category; and more.

Desktop

Expense Tracker Desktop

Mobile

Expense Tracker Mobile

Usage

Adding Expenses

You can add an expense by clicking the "Add Expense" button, filling and submitting the expense form.

Once you've added the expense it will be reflected on the total expenses element, the homepage's line chart and will also be listed below on the expenses table.

Display gif clicking Add Expense button, filling and submitting expense form and displaying expense on line chart and expense table

Note:
Line chart will only appear if you have 2 or more expenses added.

Adding Monthly Budget

You can add a monthly budget by clicking the Add Monthly Budget button, filling and submitting the form.

Once you've added it the budget UI will be displayed, including the budget progress bar, the monthly budget next to the expenses of the current month and the edit and delete buttons.

Display gif clicking Add Budget button, filling and submitting budget form and displaying the budget UI

Checking Charts & Statistics

Finally you can access charts and statistics about your expenses by navigating to the Charts & Statistics section.

Here you can find expense charts with amounts grouped by month and week, as well as total and monthly expenses grouped by categories.

You can find your current monthly expenses (with controls for editing or deleting budget here too), as well as last month expenses and statistics like monthly expense average, daily expense average, current vs last month expense percetange difference and more.

Display gif navigating to Charts & Analytics section


Credentials

username: testuser1
password: testpass1

You can check the app (please wait a bit for a free dyno to start) here.


Installation

For installing the Django application clone the repository and run:

 pipenv install

This will install the virtual environments and all dependencies.

Now start the virtual environment shell:

 pipenv shell

Note:
Make sure you have 'DEVELOPMENT' set to True in your environment variables, in case you want to use the sqlite db. Or if you want to use postgres set DB_NAME, DB_USER, DB_PASSWORD on your environment variables, otherwise psycopg2 will throw an error.

Run migrations:

python manage.py makemigrations
python manage.py migrate

Create superuser:

python manage.py createsuperuser

Now you can start server...

python manage.py runserver

...and visit http://localhost:8000/

Installation - Cypress

For installing Cypress go to the e2e folder and run:

npm install

Tests

Type Location
ui e2e/cypress/integration/ui-tests
visual e2e/cypress/integration/visual-tests
unit expenses/tests

Running tests

Unit tests

For running the tests run:

python manage.py test

E2E tests

For running the tests run:

npm run test

For running the tests on headless mode run:

npm run test:headless

For opening cypress client run:

npm run test:open

Uses

  • Django.
  • Postgres.
  • Bootstrap.
  • Chart.js.
  • Cypress.

Features

  • Expense list.
  • Expense charts.
  • Monthly budget bar.
  • Statistics table.
  • Authentication.
  • Form validation.
  • Pagination.
  • UI tests.
  • Visual tests.
  • Unit tests.

django-expense-tracker's People

Contributors

daniyal-imran09 avatar manuel12 avatar

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