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Cashfy

Personal Finance Management Web Solution using Django

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Table of Contents

Introduction

Cashfy is a web application developed for personal finance management. It empowers users to track their day-to-day incomes and expenses, providing instant visualizations based on customizable date, weeks, months, years, or all, and choosing their accounts.

dashboard

Technologies Used

  • Python
  • Django
  • PostgreSQL
  • HTML
  • JavaScript
  • CSS

Features

1. Login/Signup

Users can create an account by providing their first name, last name, email, and password. Afterward, users can log in using their email and password.

Login

2. Add Account

Users can add their accounts by entering the account name, initial balance, and choosing an icon. You can add your wallet, bank accounts, cards etc.

Add account

3. Categories

3.1 Expense

Users can add expense sources by entering the name and choosing an icon.

Add expense

3.2 Income

Users can add income sources by entering the name and choosing an icon.

Add income

4. Add Expense

Users can add day-to-day expenses by clicking on the expense category item, entering the date, choosing an account, entering the amount, and providing a description.

Expense

5. Add Income

Users can add day-to-day incomes by clicking on the income category item, entering the date, choosing an account, entering the amount, and providing a description.

Income

6. Data Visualization

Users can view reports using a donut chart. Data visualization is customizable, allowing users to view data by date, week, year, month, or all, and selecting the account in the sidebar.

dashboard dashboard dashboard

License

This software is distributed under the terms of the GNU General Public License version 2 (GPLv2). Users are granted the freedom to modify the source code, subject to compliance with GPLv2 stipulations. These requirements encompass the sharing of any distributed modifications' source code under the GPLv2, the preservation of original copyright notices, the proper crediting of authors, and the refraining from imposing additional restrictions on the software.

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Personal finance management web solution using Django

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