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A Flask API that I built to help me visualize my finances by parsing an Excel sheet and displaying graphs, tables out of it.

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SharlSherif/Finance-Dashboard

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Motivation

As a freelancer, I usually get paid through multiple payment gateways depending on how convenient it is to the client, and working with multiple clients at a time is a one-way ticket to falling into the accounting nightmare.

So, I started looking for a solution to keep track of my finances and almost every software I ever found was either paid or didn't fit my needs since I mostly use cash and software like Mint would require access to bank accounts or credit cards.

I stumbled on this YouTube video [https://www.youtube.com/watch?v=vBFcPNxjxFE] by Abdallah El Kamel, he built an awesome Excel sheet that's easy to use and has many useful features. but the charts and analyses were not enough for my needs and I didn't know much about Excel coding. I decided to parse the file and create web-based, PDF-based charts. I have been using this for over 7 months now, and it's been great but still looking forward to more features on the web frontend.

Tech Stack

  • Flask (Python3)
  • Reactjs

Structure

Folders

  • Backend
    • api.py
      • It's basically the script wrapped up into a Flask API to interact with the web frontend
    • helpers.py
      • Some helper functions that is used in api.py
  • Frontend
    • src
      • assets
      • components
      • layouts
      • variables
      • views
      • index
      • routes
  • CLI Script
    • report.py
      • Generates a PDF that contains a chart with how much each client paid, which is then stored in income_reports folder
    • spending.py
      • Generates a PDF that contains a heatmap with how much each is spent each day between the dates specified
    • income_folder
  • Finances.xlsx
    • The file we store all the finances in and parse later

Screenshots

Note that the following data is fake

Income Report

Income Report

Expenses Heatmap

Expenses Heatmap

Web Frontend

Web Frontend

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A Flask API that I built to help me visualize my finances by parsing an Excel sheet and displaying graphs, tables out of it.

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