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An automated financial tracking solution. Uses Python and Google Sheets to extract transaction data, clean and load it into a MySQL database, and continuously update progress for key financial goals (debt reduction and savings fund).

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Computerglassformedandsurg/Family_Financial_Tracker

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💰 Family Financial Tracker Dashboard (Deployed)

🎯 Project Status: LIVE WEB APPLICATION

This project is now a live, interactive web dashboard. The data ETL is complete, and the application provides immediate visualization and analysis of the financial data.

View the Live Dashboard!

Click Here to View the Live Streamlit Dashboard

Financial Dashboard Preview


🛠️ Technology Stack

Component Technology Role
Frontend/UI Streamlit Interactive web dashboard framework.
Data Visualization Plotly & Pandas Generating dynamic and professional charts (Monthly Trends, Category Breakdown).
Data Storage SQLite Serverless, single-file database (finance.db) for portable data history.
Data Retrieval Python sqlite3 Custom SQL queries and data fetching directly to the UI.

💡 Financial Analysis Features

The deployed dashboard offers the following analysis capabilities powered by the data in finance.db:

  • Financial Summary: Key metrics including Total Income, Total Expenses, and Net Flow (Savings).
  • Monthly Trends: Line charts showing Income, Expense, and Net Flow over time for historical comparison.
  • Category Breakdown: Bar charts visualizing spending by category.
  • Transaction Viewer: Filterable table view of raw transaction details.

⚙️ Data Pipeline & Structure (The ETL Core)

The original ETL pipeline ensures data quality and completeness before analysis.

  • Goal: Consolidate raw CSV data into a clean, queryable finance.db file.
  • Status: The core ETL logic (Standardization, Duplication Checks, and Loading) is fully functional within the analyzer.py / csv_importer.py scripts.
  • Database Schema: The transactions table includes essential columns: Date, Description, Category, Amount, and Flow.

Data Maintenance Note

To update the live dashboard, data must be first inserted into the local finance.db file, then committed, and pushed to GitHub, followed by a redeploy on Streamlit Cloud.

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An automated financial tracking solution. Uses Python and Google Sheets to extract transaction data, clean and load it into a MySQL database, and continuously update progress for key financial goals (debt reduction and savings fund).

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