FlavoWorks

Financial-Analyzer

Created on: 2025-02-10 17:30:01

Modified on: 2025-09-08 18:58:14

Scope: write the scope here

Modified on: =this.file.mtime

Introduction


Background

Spending money. We do it nearly every day of our lives. It is a need for living in the modern world.

Motivations

I mainly started this project to

  • capture my financial data from multiple sources and
  • Didn’t like idea of financial data being held by 3rd party company
  • Building tool to use for the long term
  • Also just kinda fun to code J

I'm fully aware companies are out there that do this stuff for you, but what if they shut down? Example: Mint.

Requirements


Scope of work

What work is required of this project?

•Python CLI application •Data has to be loaded in “manually” (currently through .csv files) (this is the largest turn off for most users) •SQLite backend, stored in a singular .db file

Capabilities

•By being in control of my data and software, I have more flexibility in performing the type of analysis I want to perform

•Wanted to be able to have very specific spending categories!!!

•Fast food vs. restaurants vs. grocery

•Niche tracking of shopping spending

•Analysis on investments and account balances

Resources

Time, budget, and tools needed

Design


Sketches, Diagrams, or Mockups

Early on I chose to use a GUI. I used the Tkinter framework. I got basic functionality working for many of the sub menus, although to a much lesser extent than the program state was today.\

Design Approach

(methods, models, etc.)

Implementation / Building


Process

Wins

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Challenges

This is a solo project and I've definitely moved beyond dedicating more than an hour at a time to it.

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Conclusion


Status and Results

Reflection

Looking forward

Additional Information


Online Resources