Python小项目：Personal Finance Manager System 个人财务管理应用

最新推荐文章于 2024-09-15 22:31:42 发布

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最新推荐文章于 2024-09-15 22:31:42 发布

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文章标签： python 开发语言

本文链接：https://blog.csdn.net/na__D/article/details/141005183

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Introduction

This project aims to develop a Personal Finance Manager application that helps users efficiently track their income, expenses, and savings. The goal is to provide a tool that simplifies financial management, offers insights into spending patterns, and assists users in setting and achieving their financial goals.

本项目旨在开发一款个人财务管理应用软件，帮助用户有效跟踪其收入、支出和储蓄情况。目标是提供一个简化财务管理的工具，让用户深入了解支出模式，并协助用户设定和实现财务目标。

User Problem

Our target user for this application is a young people who may be a graduate or an early-career individual. This kind of user typically has a limited understanding of financial planning. They often face challenges in tracking their daily expenses, managing their income, and planning for savings.

本应用程序的目标用户是年轻人，他们可能是毕业生，也可能是初入职场者。这类用户通常对财务规划了解有限。他们往往在跟踪日常开支、管理收入和计划储蓄方面面临挑战。

Current Solution

The user's current method for managing finances involves a combination of paper records, mental notes, and spreadsheets.:

Paper Records: Easily misplaced or lost.
Mental Notes: Forget easily.
Spreadsheets: While providing some structure, they require manual entry and are not user-friendly.

Consequently, users often lack a comprehensive view of their financial situation.

Data In and Data Out

Data In:

Income
Expenses
Budget Information
Savings Goals

Data Out:

Financial Overview
Expense Reports
Budget Tracking
Savings Progress

Criteria for Success

The success of the Personal Finance Manager application will be measured by its ability to meet the following criteria:

Expense Tracking:

The application must allow users to input and categorize expenses, specifying the amount and date.

Income Tracking:

Users should be able to record various income sources, detailing the amount, source, and date.

Budgeting and Alerts:

The software must allow users to set monthly budgets for different expense categories and provide notifications when they are close to or over these budgets.

Savings Goals:

The app should let users set savings goals and show their progress.

User-Friendly Interface:

The interface should be user-friendly and easy to navigate for all skill levels.

Code

import tkinter as tk
from tkinter import messagebox
from tkinter import ttk

class FinanceManager:
    def __init__(self, root):
        self.root = root
        self.root.title("Personal Finance Manager")
        self.root.geometry("600x400")  # Set window size

        self.expenses = []
        self.income = []
        self.budgets = {}
        self.savings_goals = []  # Added savings goals list

        self.style = ttk.Style()
        self.style.configure('TButton', padding=6, relief='flat', background='#4CAF50', foreground='black')  # Set text color to black
        self.style.configure('TLabel', font=('Arial', 12))
        self.style.configure('TEntry', padding=5)

        self.create_ui()

    def create_ui(self):
        # Tabs
        self.tabControl = ttk.Notebook(self.root)

        self.tab_expenses = ttk.Frame(self.tabControl)
        self.tab_income = ttk.Frame(self.tabControl)
        self.tab_budget = ttk.Frame(self.tabControl)
        self.tab_savings = ttk.Frame(self.tabControl)  # Added savings goals tab
        self.tab_summary = ttk.Frame(self.tabControl)

        self.tabControl.add(self.tab_expenses, text='Expenses')
        self.tabControl.add(self.tab_income, text='Income')
        self.tabControl.add(self.tab_budget, text='Budget')
        self.tabControl.add(self.tab_savings, text='Savings Goals')  # Added savings goals tab
        self.tabControl.add(self.tab_summary, text='Summary')

        self.tabControl.pack(expand=1, fill="both")

        # Expense Tab
        self.create_expense_tab_ui()

        # Income Tab
        self.create_income_tab_ui()

        # Budget Tab
        self.create_budget_tab_ui()

        # Savings Tab
        self.create_savings_tab_ui()  # Added savings goals tab UI

        # Summary Tab
        self.create_summary_tab_ui()

    def create_expense_tab_ui(self):
        ttk.Label(self.tab_expenses, text="Amount:").grid(row=0, column=0, padx=10, pady=5, sticky='w')
        self.entry_expense_amount = ttk.Entry(self.tab_expenses)
        self.entry_expense_amount.grid(row=0, column=1, padx=10, pady=5, sticky='ew')

        ttk.Label(self.tab_expenses, text="Category:").grid(row=1, column=0, padx=10, pady=5, sticky='w')
        self.entry_expense_category = ttk.Entry(self.tab_expenses)
        self.entry_expense_category.grid(row=1, column=1, padx=10, pady=5, sticky='ew')

        ttk.Label(self.tab_expenses, text="Date (YYYY-MM-DD):").grid(row=2, column=0, padx=10, pady=5, sticky='w')
        self.entry_expense_date = ttk.Entry(self.tab_expenses)
        self.entry_expense_date.grid(row=2, column=1, padx=10, pady=5, sticky='ew')

        ttk.Button(self.tab_expenses, text="Add Expense", command=self.add_expense).grid(row=3, columnspan=2, pady=10)

    def create_income_tab_ui(self):
        ttk.Label(self.tab_income, text="Amount:").grid(row=0, column=0, padx=10, pady=5, sticky='w')
        self.entry_income_amount = ttk.Entry(self.tab_income)
        self.entry_income_amount.grid(row=0, column=1, padx=10, pady=5, sticky='ew')

        ttk.Label(self.tab_income, text="Source:").grid(row=1, column=0, padx=10, pady=5, sticky='w')
        self.entry_income_source = ttk.Entry(self.tab_income)
        self.entry_income_source.grid(row=1, column=1, padx=10, pady=5, sticky='ew')

        ttk.Label(self.tab_income, text="Date (YYYY-MM-DD):").grid(row=2, column=0, padx=10, pady=5, sticky='w')
        self.entry_income_date = ttk.Entry(self.tab_income)
        self.entry_income_date.grid(row=2, column=1, padx=10, pady=5, sticky='ew')

        ttk.Button(self.tab_income, text="Add Income", command=self.add_income).grid(row=3, columnspan=2, pady=10)

    def create_budget_tab_ui(self):
        ttk.Label(self.tab_budget, text="Amount:").grid(row=0, column=0, padx=10, pady=5, sticky='w')
        self.entry_budget_amount = ttk.Entry(self.tab_budget)
        self.entry_budget_amount.grid(row=0, column=1, padx=10, pady=5, sticky='ew')

        ttk.Button(self.tab_budget, text="Set Budget", command=self.set_budget).grid(row=1, columnspan=2, pady=10)

    def create_savings_tab_ui(self):
        ttk.Label(self.tab_savings, text="Goal Name:").grid(row=0, column=0, padx=10, pady=5, sticky='w')
        self.entry_savings_goal_name = ttk.Entry(self.tab_savings)
        self.entry_savings_goal_name.grid(row=0, column=1, padx=10, pady=5, sticky='ew')

        ttk.Label(self.tab_savings, text="Target Amount:").grid(row=1, column=0, padx=10, pady=5, sticky='w')
        self.entry_savings_goal_amount = ttk.Entry(self.tab_savings)
        self.entry_savings_goal_amount.grid(row=1, column=1, padx=10, pady=5, sticky='ew')

        ttk.Button(self.tab_savings, text="Add Savings Goal", command=self.add_savings_goal).grid(row=2, columnspan=2, pady=10)

    def create_summary_tab_ui(self):
        self.label_total_income = ttk.Label(self.tab_summary, text="Total Income: $0.00")
        self.label_total_income.grid(row=0, column=0, padx=10, pady=5, sticky='w')

        self.label_total_expense = ttk.Label(self.tab_summary, text="Total Expenses: $0.00")
        self.label_total_expense.grid(row=1, column=0, padx=10, pady=5, sticky='w')

        self.label_difference = ttk.Label(self.tab_summary, text="Surplus = Income - Expenses: $0.00")
        self.label_difference.grid(row=2, column=0, padx=10, pady=5, sticky='w')

        self.label_total_budget = ttk.Label(self.tab_summary, text="Total Budget: $0.00")
        self.label_total_budget.grid(row=3, column=0, padx=10, pady=5, sticky='w')

        self.label_savings_goals = ttk.Label(self.tab_summary, text="Savings Goals:")
        self.label_savings_goals.grid(row=4, column=0, padx=10, pady=5, sticky='w')

        self.alert_label = ttk.Label(self.tab_summary, text="", foreground='red')  # Alert label
        self.alert_label.grid(row=6, column=0, padx=10, pady=5, sticky='w')

        ttk.Button(self.tab_summary, text="Update Summary", command=self.update_summary).grid(row=5, column=0, pady=10)

    def add_expense(self):
        amount = self.entry_expense_amount.get()
        category = self.entry_expense_category.get()
        date = self.entry_expense_date.get()

        if not amount or not category or not date:
            messagebox.showwarning("Input Error", "Please fill all the fields.")
            return

        try:
            amount = float(amount)
        except ValueError:
            messagebox.showwarning("Input Error", "Invalid amount or date format.")
            return

        self.expenses.append({"amount": amount, "category": category, "date": date})
        messagebox.showinfo("Expense Added", "Expense added successfully.")

        self.clear_expense_fields()

    def add_income(self):
        amount = self.entry_income_amount.get()
        source = self.entry_income_source.get()
        date = self.entry_income_date.get()

        if not amount or not source or not date:
            messagebox.showwarning("Input Error", "Please fill all the fields.")
            return

        try:
            amount = float(amount)
        except ValueError:
            messagebox.showwarning("Input Error", "Invalid amount or date format.")
            return

        self.income.append({"amount": amount, "source": source, "date": date})
        messagebox.showinfo("Income Added", "Income added successfully.")

        self.clear_income_fields()

    def set_budget(self):
        amount = self.entry_budget_amount.get()

        if not amount:
            messagebox.showwarning("Input Error", "Please fill in the budget amount.")
            return

        try:
            amount = float(amount)
        except ValueError:
            messagebox.showwarning("Input Error", "Invalid amount format.")
            return

        # For simplicity, setting a single budget value (without category)
        self.budgets["Total"] = amount
        messagebox.showinfo("Budget Set", "Budget set successfully.")

        self.clear_budget_fields()

    def add_savings_goal(self):
        goal_name = self.entry_savings_goal_name.get()
        amount = self.entry_savings_goal_amount.get()

        if not goal_name or not amount:
            messagebox.showwarning("Input Error", "Please fill all the fields.")
            return

        try:
            amount = float(amount)
        except ValueError:
            messagebox.showwarning("Input Error", "Invalid amount format.")
            return

        self.savings_goals.append({"goal_name": goal_name, "amount": amount})
        messagebox.showinfo("Savings Goal Added", "Savings goal added successfully.")

        self.clear_savings_fields()

    def update_summary(self):
        total_income = sum(item['amount'] for item in self.income)
        total_expenses = sum(item['amount'] for item in self.expenses)
        difference = total_income - total_expenses
        total_budget = sum(self.budgets.values())

        self.label_total_income.config(text=f"Total Income: ${total_income:.2f}")
        self.label_total_expense.config(text=f"Total Expenses: ${total_expenses:.2f}")
        self.label_difference.config(text=f"Surplus = Income - Expenses: ${difference:.2f}")
        self.label_total_budget.config(text=f"Total Budget: ${total_budget:.2f}")

        # Display savings goals progress
        savings_goals_text = "\n".join([f"{goal['goal_name']}: ${goal['amount']:.2f}" for goal in self.savings_goals])
        self.label_savings_goals.config(text=f"Savings Goals:\n{savings_goals_text}")

        # Alert if Total Expenses is greater than Total Budget
        if total_expenses > total_budget:
            self.alert_label.config(text="Alert: Your current financial situation surpasses your set budget!")
        else:
            self.alert_label.config(text="")

    def clear_expense_fields(self):
        self.entry_expense_amount.delete(0, tk.END)
        self.entry_expense_category.delete(0, tk.END)
        self.entry_expense_date.delete(0, tk.END)

    def clear_income_fields(self):
        self.entry_income_amount.delete(0, tk.END)
        self.entry_income_source.delete(0, tk.END)
        self.entry_income_date.delete(0, tk.END)

    def clear_budget_fields(self):
        self.entry_budget_amount.delete(0, tk.END)

    def clear_savings_fields(self):
        self.entry_savings_goal_name.delete(0, tk.END)
        self.entry_savings_goal_amount.delete(0, tk.END)

if __name__ == "__main__":
    root = tk.Tk()
    app = FinanceManager(root)
    root.mainloop()