A beautiful, interactive, and modular Streamlit app for effortless personal finance management.
- Modern, Intuitive UI: Clean, wide-layout dashboard with interactive charts and real-time editing.
- Smart Categorization: Auto-categorizes transactions and learns your patterns as you edit.
- Deep Insights: Instantly see trends, anomalies, recurring payments, and your net savings.
- Full Control: Add new categories, keywords, and drill down into any detail—no code needed.
- One-Click Exports: Download any filtered or summarized data instantly.
- Plug-and-Play: Just drop in your CSV and go—no setup headaches.
- 📊 Upload and analyze your bank statement CSV
- 🏷️ Automatic & manual transaction categorization
- 🥧 Visualize expenses/income by category (Pie/Bar)
- 📅 Monthly/yearly trends & running balance
- 🏆 Top N expenses/payments & anomaly detection
- 🔁 Recurring transaction detection
- 🔍 Category drilldown, search, and filtering
- ⬇️ Download filtered or summary data as CSV
- ➕ Add/edit categories and keywords dynamically
- Clone the repository:
git clone <repository-url>
- Navigate to the project directory:
cd <project-directory>
- Install dependencies:
pip install streamlit pandas plotly
- Launch the dashboard:
streamlit run main.py
- Open the app in your browser, upload your CSV, and explore your finances!
| File | Purpose |
|---|---|
main.py |
Entry point |
dashboard.py |
Streamlit UI and dashboard logic |
utils.py |
Data loading, saving, and categorization |
filters.py |
Filtering and transformation helpers |
categories.json |
Category definitions and keywords |
statements.csv |
Your bank statement data |
- Edit categories and keywords on the fly to improve auto-categorization.
- Use the search and filter sidebar for instant drilldown and insights.
- Export any view with a single click for reporting or backup.
Ready to take control of your finances? Try it now!