Personal Finance Management System

Overview

This C++ Personal Finance Management System is a versatile console-based application designed to help users manage their financial transactions and investments. It offers a range of features for recording income, expenses, and making investments, with built-in calculations for maturity amounts.

Features

• User Account: Create an account with an initial balance.

• Record Income and Expenses: Keep track of income and expenses, with balance validation to prevent overspending.

• Investments: Invest in two types:

  • Systematic Investment Plan (SIP): Set up monthly investments with calculated maturity amounts.
  • Fixed Deposit (FD): Create fixed deposits with calculated maturity amounts.

• Record Keeping: Maintain a history of all transactions and investments.

• Financial Information: Check the current balance and view a detailed history of income and expenses.

• Investment Information: Monitor the maturity amounts and key investment details.

• User-Friendly Menu: Interactive menu for user-friendly operations.

Class Diagram

Getting Started

1. Clone the Repository: Clone or download the code from this repository.

2. Compile the Code: Use a C++ compiler to build the program.

   g++ main.cpp -o main

3. Run the Program:

   ./main

4. Use the Menu: Follow the on-screen menu to perform operations, record transactions, and make investments.

5. Exit the Program: Close the program when you're done.

6. INPUT and OUTPUT:

   ---Welcome to Finance Management System!!---
   
   --OPTIONS--
   1. Record INCOME
   2. Record EXPENDITURE
   3. Make Investment
   4. Finance Information
   5. Investment Information
   0. Exit
   Enter choice : 1
   Enter amount : 5000
   Enter description : Salary
   
   --OPTIONS--
   1. Record INCOME
   2. Record EXPENDITURE
   3. Make Investment
   4. Finance Information
   5. Investment Information
   0. Exit
   Enter choice : 2
   Enter amount: 2000
   Enter description: Rent
   
   --OPTIONS--
   1. Record INCOME
   2. Record EXPENDITURE
   3. Make Investment
   4. Finance Information
   5. Investment Information
   0. Exit
   Enter choice : 3
   
   Which one:
   1. SIP
   2. FD
   0. Go back
   Enter your choice : 1
   Enter amount : 500
   Enter duration in yrs : 5
   Enter monthly investment amount : 100
   
   Which one:
   1. SIP
   2. FD
   0. Go back
   Enter your choice : 2
   Enter amount : 800
   Enter duration in yrs : 6
   
   Which one:
   1. SIP
   2. FD
   0. Go back
   Enter your choice : 0
   
   --OPTIONS--
   1. Record INCOME
   2. Record EXPENDITURE
   3. Make Investment
   4. Finance Information
   5. Investment Information
   0. Exit
   Enter choice : 4
   -----------------------------------
   |        Personal Finance        |
   -----------------------------------
   
   ||--BALANCE--: 3700||
   
   --SAVINGS--:
              Type         Amount         Description
            Income           5000              Salary
       Expenditure           2000                Rent
   
   --INVESTMENTS--
              Type         Amount       Duration       Monthly amount invested
               SIP            500              5                 100
                FD            800              6
   
   --OPTIONS--
   1. Record INCOME
   2. Record EXPENDITURE
   3. Make Investment
   4. Finance Information
   5. Investment Information
   0. Exit
   Enter choice : 5
   --MATURITY AMOUNTS--||
   
   Investment 1 : 6806.5 Rs
              Type         Amount            Duration       Monthly amount invested
               SIP            500              5                 100
   
   Investment 2 : 1207.33 Rs
              Type         Amount            Duration       Monthly amount invested
                FD            800              6
   
   --OPTIONS--
   1. Record INCOME
   2. Record EXPENDITURE
   3. Make Investment
   4. Finance Information
   5. Investment Information
   0. Exit
   Enter choice : 0
   
   

Disclaimer

This finance management system is for educational purposes and doesn't offer real financial advice or services. The interest rates used for investment calculations are fictional. Real financial decisions should be made with professional guidance.

Authors

Onkar Mendhapurkar

Mihir Hebalkar

Sachin Mhetre

License

This project is open-source and available under the MIT License. Feel free to modify and use the code for personal or educational purposes.

Acknowledgments

• This project was developed as a practical educational exercise.
• Thanks to the C++ community for support and inspiration.