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Personal Finance Tracker in Python (Source Code)

import csv
import os

# Path for the transaction file
FILE_NAME = "finance_tracker.csv"

# Function to check if the CSV file exists
def file_exists():
    return os.path.isfile(FILE_NAME)

# Function to create the CSV file with a header if it doesn't exist
def create_file():
    with open(FILE_NAME, mode='w', newline='') as file:
        writer = csv.writer(file)
        writer.writerow(['Date', 'Category', 'Description', 'Amount'])

# Function to add a transaction
def add_transaction():
    print("\nAdd a new transaction:")
    
    # Get transaction details
    date = input("Enter the date (YYYY-MM-DD): ")
    category = input("Enter the category (Income/Expense): ")
    description = input("Enter the description: ")
    amount = float(input("Enter the amount: "))
    
    # Save transaction to CSV
    with open(FILE_NAME, mode='a', newline='') as file:
        writer = csv.writer(file)
        writer.writerow([date, category, description, amount])
    print("Transaction added successfully!")

# Function to view all transactions
def view_transactions():
    print("\nAll transactions:")
    if not file_exists():
        print("No transactions found.")
        return

with open(FILE_NAME, mode='r') as file:
        reader = csv.reader(file)
        next(reader)  # Skip header
        for row in reader:
            print(f"{row[0]} | {row[1]} | {row[2]} | ${row[3]:.2f}")

# Function to calculate the balance
def calculate_balance():
    income_total = 0
    expense_total = 0

if not file_exists():
        print("No transactions found.")
        return

with open(FILE_NAME, mode='r') as file:
        reader = csv.reader(file)
        next(reader)  # Skip header
        for row in reader:
            amount = float(row[3])
            if row[1].lower() == 'income':
                income_total += amount
            elif row[1].lower() == 'expense':
                expense_total += amount

balance = income_total - expense_total
    print(f"\nTotal Income: ${income_total:.2f}")
    print(f"Total Expenses: ${expense_total:.2f}")
    print(f"Current Balance: ${balance:.2f}")

# Main function to run the tracker
def main():
    if not file_exists():
        create_file()

while True:
        print("\nPersonal Finance Tracker")
        print("1. Add a new transaction")
        print("2. View all transactions")
        print("3. Calculate current balance")
        print("4. Exit")

choice = input("Enter your choice: ")

if choice == '1':
            add_transaction()
        elif choice == '2':
            view_transactions()
        elif choice == '3':
            calculate_balance()
        elif choice == '4':
            print("Exiting the tracker.")
            break
        else:
            print("Invalid choice! Please try again.")

# Run the program
if __name__ == "__main__":
    main()

How This Works:

1. File Setup:
‣ The program first checks if the CSV file exists, where all the transactions will be stored.
‣ If the file doesn't exist, it will create one with headers: Date, Category, Description, and Amount.

2. Adding a Transaction:
‣ The user can add a new transaction by entering details like date, category (Income/Expense), description, and amount.
‣ This data will be appended to the CSV file.

3. Viewing Transactions:
The user can view all stored transactions, which will be printed with date, category, description, and amount.

4. Calculating Balance:
The program calculates the total income and expenses and then displays the balance (Income - Expenses).

5. Menu-driven Interface:
The program offers a simple menu to add transactions, view them, calculate the balance, or exit.

How to Run:
1. Save the code in a .py file, e.g., finance_tracker.py.
2. Run the script with Python from the command line or any Python IDE.
3. Interact with the program through the console.

With this code, you can develop Personal Finance Tracker in Python to fit your needs.

Personal Finance Tracker in Python (Source Code)

How This Works:

How to Run:

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