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SpendLess is a money management app that allows users to track their spending habits across different merchants or categories. (First solo project!)

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Spendless: Education App

This was my first solo project at CodeClan. The task was to create a full stack app in 7 days using HTML/CSS, Python, Flask and PostgreSQL. We we not allowed to use Javascript for the project.

Contents


Technologies

These are the main technologies I used to contruct the project:

  • Python
  • Flask
  • PostGres
  • HTML
  • css

Brief

Spending Tracker

Build an app that allows a user to track their spending, highlighting the most common type of transactions they make in their daily life.

MVP

  • A dashboard that displays all the transactions a user has made in a single view
    • showing each transaction description, amount, merchant, tag
    • showing total for all transactions
  • The user can add new transactions with the following information: description, price, tags and merchants.
  • The app should allow the user to create and edit merchants
  • The app should allow the user to create and edit tags

Inspired by:

  • Starling, Monzo (mobile banking apps)

Extensions

  • The user should be able to assign Merchants and Tags as deactivated. Users will not be able to choose deactivated merchants/tags when creating a transaction.
  • Transactions should have a timestamp, and the user should be able to view transactions sorted by the time they took place.
  • The user should be able to supply a budget, and the app should alert the user somehow when when they are nearing this budget or have gone over it.
  • add images for merchants/tags
  • The user should be able to filter their view of transactions, for example, to view all transactions in a given month, or view all spending on groceries.

Challenges

Here are some of the key learning points from my first solo project:

  • Filtering using URL parameters.
  • Using TDD effectively.
  • Bug tracking.
  • Planning REStful route.

Installation

Instructions for Apple Terminal

  • Clone the project:

git clone [https://github.com/knowles28/spending_tracker](https://github.com/knowles28/spending_tracker)

  • Create the database:

createdb spending_tracker

psql -d spending_tracker -f spending_tracker.sql

  • Run the file and populate examples:

python3 console.py

  • Open the client view from local host:

flask run

About

SpendLess is a money management app that allows users to track their spending habits across different merchants or categories. (First solo project!)

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