A full-stack Expense Tracking System built with FastAPI backend and Streamlit frontend. Helps users track, categorize, budget, and analyze their expenses with an interactive dashboard and clean UI.
| Layer | Technology |
|---|---|
| Frontend | Streamlit |
| Backend | FastAPI + Uvicorn |
| Database | MySQL 8.0 |
| Data Models | Pydantic v2 |
| Charts | Plotly |
| HTTP | Requests |
| Testing | Pytest |
Expense tracking system/
├── backend/
│ ├── server.py # FastAPI app & all API endpoints
│ ├── db_helper.py # All MySQL queries & DB logic
│ └── logging_setup.py # Logger configuration
├── frontend/
│ ├── app.py # Main Streamlit app & tab routing
│ ├── home.py # Dashboard tab
│ ├── add_update.py # Transactions tab
│ ├── budgets.py # Budget manager tab
│ └── analytics.py # Analytics tab (by category & month)
├── database/
│ └── expense_db_creation.sql
├── tests/
├── requirements.txt
└── README.md
- Summary metrics — Total spent, Transactions, Largest expense, Top category
- Spending trend line chart with Week / Month / Quarter filter
- Key categories donut chart
- Recent transactions list (latest 5)
- Budgets at a glance with color-coded progress bars
- View all transactions with search, filter by category, week, month, year
- Paginated transaction list with delete option
- Add/update expenses by date
- Add custom categories
- Set budget limits per category
- Visual progress bars with 🟢 🟡 🔴 status indicators
- Over-budget alerts
- By Category — Bar chart + donut chart + detailed table for any date range
- By Month — Year filter, monthly bar chart, month share donut, sortable table
- Python 3.11+
- MySQL 8.0
git clone https://github.com/himelds/Expense-Management-System.git
cd "Expense-Management-System"pip install -r requirements.txtLogin to MySQL and run:
ALTER USER 'root'@'localhost' IDENTIFIED WITH mysql_native_password BY 'your_password';
FLUSH PRIVILEGES;Then update your credentials in backend/db_helper.py:
connection = mysql.connector.connect(
host="localhost",
user="root",
password="your_password", # ← change this
database="expense_manager"
)
⚠️ Always run from the project root, not inside thebackend/folder.
uvicorn backend.server:app --reloadstreamlit run frontend/app.py- Streamlit UI → http://localhost:8501
- FastAPI docs → http://127.0.0.1:8000/docs
The database and tables are auto-created on first startup via init_db() in db_helper.py. No manual SQL setup needed.
Tables created automatically:
expenses— all expense recordsbudgets— budget limits per categorycategories— custom user-defined categories
To load sample data manually:
mysql -u root -p < database/expense_db_creation.sql| Method | Endpoint | Description |
|---|---|---|
| GET | /expenses/{date} |
Get expenses for a date |
| POST | /expenses/{date} |
Add/update expenses for a date |
| DELETE | /expenses/{id} |
Delete a single expense |
| GET | /all_expenses/ |
Get all expenses with filters |
| GET | /monthly_summary/ |
Monthly expense summary |
| POST | /analytics/ |
Category breakdown for date range |
| GET | /home_summary/ |
Dashboard summary data |
| GET | /spending_trend/ |
Daily totals for trend chart |
| GET | /budgets/ |
Get all budgets |
| POST | /budgets/ |
Set/update a budget |
| GET | /budgets/vs_actual/ |
Budget vs actual spending |
| GET | /categories/ |
Get all categories |
| POST | /categories/ |
Add a new category |
Q: ModuleNotFoundError: No module named 'db_helper'
Run uvicorn from the project root with uvicorn backend.server:app --reload
Q: Status 500 on all API calls
Check MySQL is running and credentials in db_helper.py are correct. Also run:
ALTER USER 'root'@'localhost' IDENTIFIED WITH mysql_native_password BY 'your_password';
FLUSH PRIVILEGES;streamlit==1.40.1
fastapi==0.115.8
pydantic>=2.0.0
uvicorn==0.33.0
mysql-connector-python==9.0.0
pandas==2.2.3
requests==2.31.0
plotly>=5.0.0
pytest==8.3.4