Table of Contents

• 💰 Money Manager
  • 🏅 Badges
    • ✅ Quality
    • 📏 Standards
    • 📊 Stats
    • 🛠️ Tools & Technologies
  • 👥 User Friendly
  • 👨‍💻 Developer Friendly
  • 📈 Usage
  • 🛠️ Installation
    • 📋 Pre-requisite Tasks
    • 🛠️ Developer Installation
    • 🧪 Testing
  • [👨‍💻 Functionalities]
  • 🚀 Future Enhancements
  • 🤝 Contributing
  • 📜 LICENSE
  • 🤝 Contributors
  • 📜 Code of Conduct
  • 🐞 Issues or Bug Reports

💰 Money Manager

A REST API application for managing expenses. Build your own automation—be it a Telegram bot 🤖, Discord bot, or your own app 📱!

🚨 Spoiler Alert! 🚨

We have also built a Telegram bot! 🎉

🏅 Badges

✅ Quality

📏 Standards

📊 Stats

🛠️ Tools & Technologies

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👥 User Friendly

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• Expense Tracking: Add, update, and delete expenses. Track expenses by category, date, and account.
• Authentication: Secure access to your data using token-based authentication.
• RESTful API: Access and interact with your financial data programmatically via a FastAPI-powered API.
• Data Visualization: View your expenses over time with customizable charts, including:
  • Monthly and weekly spending trends
  • Categorical expense breakdowns
• Multiple Accounts: Manage multiple accounts like spending and saving.
• Testing Suite: Comprehensive tests to ensure stability and reliability across key functionality.

👨‍💻 Developer Friendly

• Modular Configuration: Simplify setup with a sample_config.py file that supports environment variables for secure, customizable settings like database URIs, API ports, and bot tokens—just rename and update, or export values directly from your environment!
• Stable Release(master) Branch: We have Pre-commit running as github workflows which allows only the tested, formatted, linted, checked, code to push to the release branches
• Comprehensive Test Suite: With over 150 testcases in unit test suite, developer can easily extend and follow Test Driven Development.
• >95% Code coverage: Well, almost all the lines of the code is covered in the unit test suite. Extend without worrying about what'll break the current functionality.

📈 Usage

MoneyManager allows you to take control of your personal finances, providing insights into where your money goes and helping you make informed financial decisions. Whether you're looking to monitor daily spending or analyze broader trends, MoneyManager has the tools you need to stay on top of your finances.

Refer docs/doc.md for Telegram usuage details.

🛠️ Installation

Refer to INSTALL for the guidance and follow the steps.

👨‍💻 Functionalities

• Sign Up:

• Login

• Add Expenses

• View Expenses

• Update Expenses

• Delete Expenses

• Delete All Expenses

• Add Categories

• View Categories

• Update Categories

• Delete Categories

• Add Accounts

• View Accounts

• Update Accounts

• Delete Accounts

• Analytics

• Exports

• Menu

• Cancel

🚀 Future Enhancements

• Group Expense Management: The introduction of group expense management functionality will enable users to create and manage shared expenses across multiple participants. This feature will cater to scenarios such as splitting bills, organizing group events, or managing shared household expenses. It will enhance collaboration and provide users with precise tracking and reconciliation tools for shared financial activities.
• Voice integration: Simplify interactions with the platform by integrating voice command functionality. Users can add expenses, query their budgets, or request financial reports using voice assistants like Alexa, Google Assistant, or Siri, making financial management more accessible and convenient.
• Gamification: Add gamification elements like achievement badges for reaching savings milestones, weekly challenges to encourage reduced spending, and leaderboards for group expense tracking. These features enhance user engagement, making financial management interactive and motivating users to build better spending habits.
• Alerts & Notification: Enhance user experience by implementing smart alerts and notifications. These could include alerts for overspending in specific categories, and updates on budget performance, helping users stay on top of their finances with minimal effort.
• Rest API & Telegram Bot Enchancement: Upgrade the REST API and Telegram bot to support more advanced functionalities, including custom , personalized recommendations, and multi-language support. These improvements will ensure a seamless, responsive, and adaptable financial management experience across platforms.

🤝 Contributing

Thank you for your interest in contributing to MoneyManager! Your contributions are greatly appreciated, and this guide will help you get started. For full details on contributing, please refer to the CONTRIBUTING.md file, which provides comprehensive instructions and guidelines.

📜 LICENSE

By contributing to MoneyManager, you agree that your contributions will fall under the project’s open-source license. Please take a moment to review and understand the licensing terms before contributing. The specific license details can be found in the LICENSE file.

🤝 Contributors

• Abhishek Rao (GitHub | [email protected])
• Umang Diyora (GitHub | [email protected])
• Astha Bhalodiya (GitHub | [email protected])

📜 Code of Conduct

Please note that we have a Code of Conduct that all contributors are expected to uphold. This ensures that our community remains welcoming and inclusive for everyone.

🐞 Issues or Bug Reports

• You can join the discord chat using this invite link for quicker response
• But, you are also allowed to open an bug issue

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Thank you for using MoneyManager! Follow this page to stay updated on new features and improvements. *