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BudgetDesktopApp

This desktop application was built with pysimplegui and sqlite3. The main purpose of this app is to track and set up budgets for the user's account(s) on a monthly basis.

Step by step guide

Setting up

Getting the app

  • There is a link for a windows download in my project description and my source code is also available on GitHub.

Adding data for funds

  • First, use the menu bar to change views to the transactions window.
  • Using the New Transaction button
  • Enter the inital amount, at the time, of every accounts that holds value and is worth keeping track of.
  • After, head back to the account window, and the 'Funds Available' will be updated

Set up Accounts & Categories

Creating accounts

  • Click 'New' on the menu bar, then click on add account.
  • Make an account for every account that is being tracked.
  • Each account should be given a unique name.
  • Select the account type

Budgeting Type

  • Breaks into sub-categories.
  • Ability to set a budget for each category
  • Tracks funds for each category
  • Commonly used for account that money is being spent like a checkings

Tracking Type

  • No categories only the account
  • Main purpose is to track the amount of funds that the user put in
  • Example of this would be any investing accounts, assets, etc

Creating categories

  • Click 'New' on the menu bar, then click on add category.
  • Select the corresponding budgeting account for the category.
  • Then use a unique name to create the category
  • Main purpose is to categorize the money spent out of an account into realistic and helpful sub feilds (e.g Groceries)

Move Funds to an Account

Tracking Funds

  • Using the 'Track Funds' button
  • Only for tracking accounts
  • Now the user should have an account and an initial amount transaction for the corresponding account
  • Move all of the transaction amount to the appropriate account

Budgeting Funds

  • Using the 'Budget Funds' button
  • Only for budgeting accounts
  • Now the user should have an account and an initial amount transaction for the corresponding account
  • Split the transaction amount bewteen the appropriate account's categories

Changing the view date

  • Will allow the user to budget or track funds for a future date
  • Future funds are off limits to the current date that the user view
  • Can always unbudget future funds, if not yet spent
  • Can not go to past dates, any mistakes or savings from the past will rollover to the current month

Checking

Double check the account table

  • After allocating all your available money, the column 'total funds' on the bottom table should match for each account.

After Being Set up

Always Keeping up

  • Every new real transaction should also be created and stored in the transaction window income or outcome.
  • Available Funds should be at 0 to maximize the user value on their money -'total funds' for a BUDGET account should always match the real total of that account

First spending transaction

  • Click on 'New Transaction'
  • Select Outcome and a categories to link the spending to
  • Tracking accounts can not linked to a spending transaction

Tracking account options

  • Money can be moved out of an account, but can't be linked to a spending transaction
  • If the account loses/gain value click on the account to edit the total
  • If the real account/asset is being closed/sold, update the total and close the account.
  • Closing an account will return the funds the user had in it and create a transaction of the totaled difference

Reseting budget/goal/total:

  • Enter '-' will reset these helper to not having effect the program

Output

Account Window

View Date

  • Verifies the date being work on

Funds Available

  • This represent how much money is available to the user that is not already spent or being already tracked by an account

Budgeting Table

Monthly Budget

  • Is the amount of money that has been added to that category in the month being viewed

Total available

  • Is the amount of money the user has available to spend from the viewed month's budget and all the past month's budget

Account Table

Total Funds

  • This represent the total amount of the user actual money.
  • Budgeting accounts should display their account totals (real total)
  • Tracking accounts should display the total amount that the user funded to that account

Known Error

  • The goal tracker is not completely functional
  • In the Transaction Window, the transaction table is not being sorted by descending dates correctly

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