Personal Finance App

Detail steps to create the application with Python

  • Selecting necessary columns

  • Filtering blank rows

  • Creating a new column named category

  • Creating a widget to select the desired category

  • Creating a Summary table connected to the widget to filter by category

Final Dashboard

Result

  • Automating the collection of data from users bank statement.

  • Created a comprehensive and interactive dashboard application where users can check their monthly spending habits by categories

  • Allowing users to calculate and predict future savings.

  • Importing necessary libraries

  • Importing Bank statement as CSV file

  • Creating categories to filter by keywords

  • Categorising everything else to unassigned category

  • Plotting a bar chart called “last month’ expenses” with amount per categories

  • Converting amount column to string to get rid of special characters and then convert back to float

  • Creating the final Dashboard

  • Putting together all the charts and widgets

It's not easy to understand our expenses through our bank statement so the goal was to provide a dynamic and comprehensive view of personal finances, incorporating various types of diagrams to

represent spending patterns visually. The dashboard enables users to monitor their financial health through an intuitive interfaces.

Goal

  • Provide a dynamic and comprehensive view of personal finances.

  • Automate analysis of monthly expenses.

  • Help users meet their financial goals through accurate and budgeting.

Steps

  • Import bank statements into a Jupyter Notebook as CSV files.

  • Transform and clean the imported table to ensure Data validity.

  • Create an interactive dashboard using the Panel library.

  • Calculating the total spending for a target month

  • Calculating expenses grouped by categories

  • Excluding recuring expenses such as rent.