Automated Finances

• UNDER CONSTRUCTION -

Automated Finances

System for personal expense management using Streamlit and Neon (PostgreSQL).

Functionalities

Expenses input and managament

• Manual expense input
  • Add new expense
  • Add new expense by installments (or if is recurrent e.g. Facilities bills, internet, etc)
  • Iterate to not use form
  • Iterate to add informations as paramenters in variables. Eg.: Expense category, expenser, etc. Instead of hard code
• [] Delete of exepenses
  • Simple delete
  • Message confirm deletion
• Editing of expenses
  • Edit installments and recurrency separetelly
• Expense upload via CSV

Incomes

• Add income and income type (salary, bonus, 13º, vacations, etc)

Goals and savings

• How much we spare for each category each month
• How much we expect to spend on each month for each category

Data visualization and reports

Current Month Report A MTD vision on how things are going

• Expense categorization
• Marking of essential/non-essential expenses
• Track on how much we are expending in recurrent expenses (such as streaming and subscriptions)
• MTD Real spend vs Month expectations

Historical comparison

• A track on the historical spendings and savings for each category, group category, expense type, etc

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Technologies

• Python as base
• Streamlit (Frontend)
• PostgreSQL/Neon (Database)
• SQLAlchemy (ORM) for CRUD
• Pandas (Data manipulation)
• Plotly (Visualizations)
• PyDantic and Pytest (data quality and validation)

And to extract insights more complex:

• MCP SERVER on Neon -> an A.I. connector so I my local LLM (Windsurf) can read my expenses and help to better understand it

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Project Structure

automated_finances/ ├── src/ │ ├── database/ │ │ ├── init.py │ │ ├── models.py │ │ └── connection.py │ ├── services/ │ │ ├── init.py │ │ └── expense_service.py │ └── pages/ │ ├── init.py │ ├── home.py │ ├── expenses.py │ └── reports.py ├── data/ │ └── sample_data.csv ├── tests/ └── config/ └── config.py

Configuration

1. Crie um arquivo .env na raiz do projeto com as seguintes variáveis:

NEON_DB_URL=sua_url_do_neon

2. Instale as dependências:

pip install -r requirements.txt

3. Execute o aplicativo:

streamlit run src/pages/home.py

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Development

Roadmap

[ ] CRUD of expenses with all functionalities

[ ] CSV upload

[ ] Category reports

[ ] Monthly evolution graphs

[ ] Period filters

[ ] Export data