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Simple Personal Financial Data App

Python App for Treating, analyzing and visualizing Personal Financial Data on Flask and Plotly Web App

This simple Python App applies Pandas, plotly, flask and dash functionalities to create a simple yet insightfull web app for analysing expenses data:

  • monthly
  • by category of purchase
  • by type of payment

Feel free to locally use it for your own personal data expenses analysis. :)

Data Input

The App expects a simple CSV tabular schema of purchase events:
Column Description Column-type
date date of purchase on format YYYY-MM-DD string
payment_type type of payment (debit, credit..) string
price value of the purchase/expanse string
category what type of purchase/expanse? (ex: food, gasoline, rent) string
subcategory is there a sub-type worth monitoring? (ex: groceries, restaurant, transport) string
Running the Project
  • Set a file .env inside app folder with a configured env var FINANCIAL_DATA_PATH=your-csv-file-path.
  • Make sure all dependencies are installed:
 pip install -r ./app/requirements.txt
  • Make sure that your data column names matches the ones on the tools.treatment.treat_data if not, adapt either script or data schema.
  • To run the app:
python3 ./app/main.py