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Finance Tracker

Finance Tracker is a personal finance application built with Django and integrated with the Plaid API to help you manage your expenses, connect your bank accounts, and visualize your financial data through graphs.

Features

  • Connect bank accounts using Plaid API
  • Track expenses and income
  • Visualize financial data with interactive graphs
  • Simple and intuitive user interface

Prerequisites

  • Python 3.x
  • Django
  • Plaid API credentials
  • Git

Installation

  1. Clone the Repository

    git clone https://github.com/PixelFiestaStudios/finance_tracker.git
    cd finance_tracker
    
  2. Create and Activate a Virtual Environment

   python -m venv venv
   source venv/bin/activate  # On Windows: venv\Scripts\activate
  1. Install Dependencies
   pip install -r requirements.txt
   Set Up Plaid API Credentials
  1. Add your Plaid API credentials to the settings.py file:
   PLAID_CLIENT_ID = 'your_client_id'
   PLAID_SECRET = 'your_secret'
   PLAID_ENVIRONMENT = 'sandbox'  # or 'development' or 'production'
  1. Run Migrations
   python manage.py makemigrations
   python manage.py migrate
  1. Run the Development Server
   python manage.py runserver
  1. Access the Application

Open your web browser and navigate to https://127.0.0.1:8000.

Usage

  1. Connect Bank Account

• On the home page, enter your Plaid public token to connect your bank account.

  1. View Transactions

•View your transactions fetched from your connected bank account.

  1. Visualize Data

•Visit the graph page to see a visual representation of your financial data.

Contributing

We welcome contributions! Follow these steps to contribute:

  1. Fork the repository
  2. Create a new branch (git checkout -b feature-branch)
  3. Make your changes
  4. Commit your changes (git commit -m 'Add some feature')
  5. Push to the branch (git push origin feature-branch)
  6. Open a pull request

License This project is licensed under the MIT License - see the LICENSE file for details.

Acknowledgments Plaid for their API and documentation Django for the web framework Matplotlib for data visualization sql Copy code

Steps to Add the README to Your Repository

  1. Create a README.md File

    In the root of your project directory, create a file named README.md and paste the above content into it.

  2. Commit the README.md File

    git add README.md
    git commit -m "Add README file"

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Tying to figure out how to create a personal finance tracker like mint w/o the credit karma.

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