Personal Budget and Expense Tracker - BSc IT Project Guide
1. Introduction
The Personal Budget and Expense Tracker is a web-based application designed to help users manage their finances effectively. It enables users to record income and expenses, categorize transactions, set monthly budgets, and analyze spending patterns through visual reports.
2. Project Objectives
- To assist users in tracking their daily, weekly, and
monthly expenses.
- To categorize financial transactions for better clarity.
- To provide users with budget planning and overspending alerts.
- To visualize spending trends using graphs and charts.
- To allow exporting of data for offline use.
3. System Modules
Key modules include:
a. User Registration and Login
b. Income and Expense Entry
c. Budget Planning Module
d. Transaction Categorization
e. Visual Reports (charts, summaries)
f. Export Data (CSV/PDF)
g. Admin Panel (optional)
4. Technologies Used
- Frontend: HTML, CSS, JavaScript (React / Vue / Angular)
- Backend: Node.js / Django / PHP
- Database: MongoDB / MySQL / Firebase
- Libraries: Chart.js / ApexCharts for visualization
- Tools: Git, Figma, Postman
- Hosting: Firebase / Vercel / Netlify / Heroku
5. Development Methodology
The project follows Agile methodology, with features built and tested in sprints. Initial focus is on core functionality like entry forms and reports, followed by UI/UX refinement and additional features like alerts.
6. System Design Overview
The application adopts a modular client-server design. User data is stored in a secure backend, while the frontend provides interactive forms and visualizations. Optional features include password protection and multi-device synchronization.
7. Testing
Testing includes:
- Unit testing for input validation and calculations
- Integration testing for budget alerts and reports
- Performance testing for handling large datasets
- UI/UX testing for mobile and desktop views
8. Conclusion
The Personal Budget and Expense Tracker is a practical BSc IT project that promotes financial literacy and responsible spending. It demonstrates the use of full-stack technologies, data visualization, and secure user data management.