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How to Install
All Features including update 2025-05-11
💰 1. Daily Finance Logging
Add transactions with:
- Description
- Amount
- Category
- Date
- Type (Income or Expense)
- Data is displayed instantly in the main transaction table.
📊 2. Income vs Expense Summary
Automatically displays:
💵 Total Income
💸 Total Expenses
⚖️ Balance (Income – Expenses)
🧾 Transaction Summary & Statistics
- View total number of transactions
- See total income, total expenses, and balance
- Automatic monthly breakdown for both income and expenses
🥧 Pie Chart by Expense Category
- Instantly visualize where your money goes
- Pie chart shows percentage of spending per category
- Perfect for spotting high-spending habits
Colored values:
- Green for income
- Red for expenses
📂 3. Category Management (CRUD)
Create, update, and delete categories.
Changes are instantly reflected in the input form.
🔎 4. Transaction Filtering
🔽 Filter by Date:
Pick a start and end date via Edit > Filter by Date menu.
🔁 Reset Filter:
Show all transactions again.
Quick access with Ctrl+R.
🔍 5. Smart Search
Search transactions by:
- Description
- Category
- Transaction type (Income or Expense)
📤 6. Export Features
Export data as:
- PDF – ready for print or sharing
- CSV – for Excel or Google Sheets
- JSON – for backups or migration
🗃️ 7. Local Auto-Save
- All data is saved locally in a single file (accounting.json).
- No database required – portable and lightweight.
🖥️ 8. User-Friendly Interface
Clean PyQt5 layout with menu icons and intuitive form design.
Keyboard shortcuts:
Ctrl+E: Export to PDF
Ctrl+R: Reset Filter
🔧 9. Modular Codebase
Clean and maintainable architecture:
- ui.py – main interface
- storage.py – data load/save
- exporter.py – export tools
- utils.py – helper functions
- CategoryManager.py – category dialog management
- advanced_search.py - Advanced data filter
- DateFilterDialog.py - Filter data with date range
- statistic_dialog.py - Show summary and pie chart
