COMPUTER PROJECT REPORT

ON

ExpEnsE TrackEr and

BudgET plannEr
AISSCE 2023-24

NAME: DALAI KAUSHIK RAM

CLASS: 12
AISSCE ROLL NO:
GUIDED BY: Mr. NAGENDRA KUMAR
 INDEX

SL NO DESCRIPTION PAGE N0

1 ACKNOWLEDGEMENT 3

2 CERTIFICATE 4

3 INTRODUCTION 5

4 OBJECTIVES 5

5 INPUT AND OUTPUT OF THE SYSTEM 6

6 FEATURES AND FUNCTIONS 9

7 FRONT-END AND BACK-END USED 12

8 HARDWARE AND SOFTWARE USED 13

9 SCOPE AND LIMITATIONS 14

10 ROLE OF A STUDENT 16
 ACKNOWLEDGEMENT
I would lIkE To ExprEss my spEcIal Thanks of graTITudE To my
TEachEr “mr. nagEndra kumar” who gavE mE ThE goldEn
opporTunITy To do ThIs wondErful projEcT of compuTEr
scIEncE on “ExpEnsE TrackEr and BudgET plannEr”, who also
hElpEd mE In complETIng my projEcT. I camE To know aBouT so
many nEw ThIngs. I’m rEally Thankful To ThEm. sEcondly, I
would also lIkE To Thank my parEnTs and frIEnds who hElpEd
mE a loT In fInalIsIng ThIs projEcT wIThIn ThE lImITEd
TImEframE.

DALAI KAUSHIK RAM

CLASS 12 B
 Certificate
This project entitled “EXPENSE TRACKER AND BUDGET PLANNER” is the
investigative project work in computer science, successfully completed by DALAI
KAUSHIK RAM student of class 12, Delhi public school, Durgapur with AISSCE
Roll No. under the supervision of Mr. NAGENDRA KUMAR for
the partial fulfilment of recruitment for the course completion in pursuance of
AISSCE 2023-24.

…………………………….. ………………………………..
INTERNAL EXAMINER EXTERNAL EXAMINER
 INTRODUCTION
The "Expense Tracker and Budget Planner" is a comprehensive software
application developed using Python and MySQL that aims to help individuals
and households manage their finances effectively. This project provides a user-
friendly platform for tracking expenses, analysing spending patterns, and
creating budgets to achieve financial goals.

OBJECTIVES
• To allow users to record and categorize daily expenses.
• To calculate and display monthly and yearly expense summaries.
• To generate graphical representations of spending patterns.
• To set, monitor, and adjust monthly budgets.
• To provide insights into financial habits and savings potential.
 INPUT AND OUTPUT OF THE SYSTEM

Inputs:
1. User Registration Information:
• Inputs during the user registration process include:
• User's name
• Email address
• Password (securely hashed and stored)
• Security questions and answers (for password recovery)
2. Expense Entry:
• Users input details of their expenses, which include:
• Date of the expense
• Category (e.g., groceries, rent, utilities, entertainment)
• Description of the expense (optional)
• Amount spent
3. Budget Setup:
• Users set up their budget, providing details such as:
• Monthly budget limits for different expense categories (e.g.,
food, transportation, housing)
• Optionally, they can define yearly or custom budget periods.
4. Search Queries:
• Users can search for specific expenses based on criteria like date,
category, or description.
Outputs:
1. Expense Summaries:
• The system generates expense summaries to help users
understand their spending patterns. These summaries include:
 • Monthly and yearly totals of expenses
• Totals for each expense category
2. Budget Monitoring:
• Real-time budget monitoring provides users with information on
how their spending compares to their budget limits. Outputs
include:
• Notifications or alerts when approaching or exceeding
budget limits
3. Data Visualization:
• Graphs and charts are generated to visualize expense trends and
budgets. These visual representations include:
• Line charts showing monthly expense trends
• Pie charts illustrating the distribution of expenses by
category
• Bar charts comparing actual expenses to budget limits
4. Expense Reports:
• Users can generate customizable reports for expense analysis.
Output reports may include:
• Lists of expenses meeting specific search criteria (e.g., all
expenses in a particular category for a given month)
• Graphical representations of data, such as charts and graphs
5. User Authentication and Profile Information:
• Users receive feedback on their registration status and the
successful creation of their accounts.
• Personal profile information and user settings can be displayed
and edited by users.
6. Notifications and Alerts:
• Users receive notifications and alerts regarding their budget status
and any potential issues (e.g., exceeding a budget limit).
7. Search Results:
• When users perform searches for specific expenses, the system
provides lists of matching expenses based on the search criteria.
 FEATURES AND FUNCTIONS
1. User Registration and Authentication:
• Users can register accounts securely with their name, email, and
password.
• Passwords are hashed and stored for security.
• Users can log in with their credentials.
2. Expense Tracking:
• Users can record daily expenses, including:
• Date of the expense.
• Expense category (e.g., groceries, rent, utilities, entertainment).
• Description of the expense (optional).
• Amount spent.
3. Expense Summaries:
• The system generates monthly and yearly summaries of expenses.
• Users can view totals for each expense category.
• Provides insights into spending patterns.
4. Budget Creation and Management:
• Users can set monthly budgets for different expense categories (e.g.,
food, transportation, housing).
• Optionally, users can define yearly or custom budget periods.
• Real-time tracking of expenses against budget limits.
• Alerts when users approach or exceed budget limits.
5. Data Visualization:
• Graphs and charts are generated to visualize expense trends and
budgets.
• Visual representations include:
 • Line charts showing monthly expense trends.
• Pie charts illustrating the distribution of expenses by category.
• Bar charts comparing actual expenses to budget limits.
6. Expense Editing and Deletion:
• Users can edit or delete previously recorded expenses if needed.
• Provides flexibility to correct errors or make adjustments.
7. Search and Reporting:
• Users can search for specific expenses based on criteria like date,
category, or description.
• Customizable reports can be generated for expense analysis.
• Reporting functionality may include exporting data in various formats
(e.g., CSV, PDF).
8. User Profile Management:
• Users can view and edit their profile information.
• Options to update personal settings and security preferences.
9. Notifications and Alerts:
• Real-time notifications and alerts regarding budget status.
• Alerts when users approach or exceed budget limits.
• Alerts for successful expense entry or updates.
10. Data Security: - Implement security features like encryption and data
protection to ensure the safety of user financial data.
11. Export and Backup (Optional): - The option to export financial data for
backup purposes.
12. User Support and Help: - Provide assistance and user support through a
help section or customer support contact information.
13. Data Insights: - Offer insights into financial habits and spending patterns
through graphical representations and summaries.
14. User-Friendly Interface: - Develop an intuitive and user-friendly interface
for easy navigation and data entry.
15. Backup and Recovery: - Implement data backup and recovery features to
protect user data against loss.
16. Scalability: - Consider designing the system for scalability, allowing for
future enhancements and support for multiple users.
 FRONT-END AND BACK-END USED
FRONT-END:
Desktop Application (Using Tkinter):
• Front-End: Tkinter (Python's standard GUI library)

BACK-END:
Desktop Application (Using Tkinter):
• Back-End: Python (for application logic)
• Database: MySQL
 HARDWARE AND SOFTWARE USED

Hardware:
1. Computer: Processor -12th Gen Intel(R) Core(TM) i5-1235U 1.30 GHz
2. RAM: 8.00 GB
3. Mouse
4. Keyboard
5. Printer
Software:
Programming Language:
• Python will be the primary programming language for building the
application's logic and user interface.
Version: 3.10 64-bit
Database Management System:
• MySQL will be used as the relational database management system
(RDBMS) to store and manage expense data. You'll need to install and
configure MySQL on your development environment.
Version: 5.7

User Interface (UI):

• Tkinter: For creating a graphical user interface (GUI) for the desktop
application.
Operating System (OS):
• Windows 11
 SCOPE AND LIMITATIONS
Scope:
The "Expense Tracker and Budget Planner" project offers a comprehensive
solution for managing personal finances. Its scope includes several features and
functionalities:
1. Expense Tracking: Users can record and categorize their daily expenses,
including date, category, description, and amount.
2. Expense Summaries: The system generates monthly and yearly
summaries of expenses, helping users understand their spending
patterns.
3. Budget Creation: Users can set monthly budgets for different expense
categories, enabling them to plan and control their spending.
4. Real-time Monitoring: The system provides real-time tracking of
expenses against budget limits, sending alerts when users approach or
exceed budget thresholds.
5. Data Visualization: Graphs and charts are generated to visualize expense
trends and budgets, providing valuable insights.
6. User Authentication: User registration and authentication ensure data
privacy and security.
7. Search and Reporting: Users can search for specific expenses by date,
category, or description and generate customizable reports for expense
analysis.

Limitations:
While the "Expense Tracker and Budget Planner" project offers valuable
financial management capabilities, it also has certain limitations:
1. Manual Data Entry: Users must manually input their expense data,
which can be time-consuming and potentially prone to errors.
2. No Integration with Banking Systems: The project does not connect
directly to users' bank accounts or credit cards to automatically import
transaction data. All data entry is manual.
3. Basic Forecasting: The project does not include advanced financial
forecasting features, such as predictive budgeting based on historical
data.
4. Limited Platform Compatibility: If developed as a desktop application
using Tkinter, it may not be compatible with all operating systems,
potentially limiting its accessibility.
5. Security Concerns: Security features like encryption and data protection
are crucial for financial applications. Ensuring robust security may
require additional attention and resources.
6. Scalability: If designed primarily as a single-user application, it may not
be easily scalable to support multiple users or large-scale data.
7. Offline Use (Web Application): If developed as a web application, users
may require an internet connection to access and use the system.
8. Learning Curve: Users who are not familiar with budgeting software may
need some time to learn how to use the application effectively.
9. Data Backup: Data backup and recovery features are essential for
protecting financial data, and their implementation may require
additional development effort.
10.Continuous Maintenance: Like all software, the project may require
ongoing maintenance and updates to remain functional and secure
 ROLE OF STUDENT

DALAI KAUSHIK RAM: BACK-END (MySQL)

RAJMANI: BACK-END (PYTHON)
AAYUSH BARNWAL: FRONT-END (PYTHON)