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