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finance-dashboard's Introduction

finance-dashboard

A plotly/ dash app that is hosted using render.com which may be used to upload a bank .csv export to visualise income and expenses.

The hosted Dashboard can be found here:

https://finance.jms.rocks

  • You can also run the Dashboard locally by first installing the python requirements:

pip install -r requirements.txt

  • Then running the Dashboard using:

gunicorn app:server or python app.py

finance-dashboard's People

Contributors

itsamejms avatar jameshtwose avatar

Watchers

 avatar

finance-dashboard's Issues

Better formatting of Date Column

In Home/descriptives the date column could be formatted better

Right now it shows e.g., 2022-11-01T00:00:00
maybe you can convert the text like 1 November 2022 or 1 Nov 2022 as done in the ING app

Add more summary info on the home tab

maybe just general general, a small table telling me:

  • this month you have 50 transactions
  • you spent x amount
  • you earned x amount
  • and check whether the expenses exceed the income
  • and then other "fun" info
  • the day when you spent the most and the least

Do a preliminary check on the file uploaded

I tried to upload a pdf which includes not financial information and it would be good to provide an error message at least that the file is not in the right format. Right now the dashboard does not provide anything back.

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