ExpenseIQ — Expense Tracker

A modern, full-stack expense tracking web application built with Flask, SQLite, and Chart.js.

Features

• Dashboard — Today/week/month totals, spending charts, recent transactions
• Add Expense — Form with receipt upload, recurring options
• Ledger — Spreadsheet-style table with search, filter, sort, edit, delete, pagination
• Reports — Daily, weekly, monthly, category-wise reports with charts
• Budget — Set monthly budgets, track usage, warnings at 80% / 100%
• Export — CSV, Excel (.xlsx), PDF report downloads
• Dark / Light mode — Toggle in the topbar
• Fully responsive — Mobile-friendly sidebar + layout

Tech Stack

Layer	Technology
Frontend	HTML5, CSS3 (custom), JavaScript
Backend	Python 3.10+ / Flask
Database	SQLite via Flask-SQLAlchemy
Charts	Chart.js 4
Export	openpyxl (Excel), ReportLab (PDF)

Quick Start

1. Install dependencies

pip install Flask Flask-SQLAlchemy python-dateutil openpyxl reportlab Pillow

2. Run the app

cd expense-tracker
python app.py

3. Open in browser

http://localhost:5000

The SQLite database (instance/expenses.db) is created automatically on first run.

Project Structure

expense-tracker/
├── app.py                  # Flask app + all API routes
├── requirements.txt
├── instance/
│   └── expenses.db         # SQLite DB (auto-created)
├── static/
│   ├── css/
│   │   └── style.css       # All styles (variables, layout, components)
│   ├── js/
│   │   ├── main.js         # Global utilities, theme, sidebar, toasts
│   │   ├── dashboard.js    # Dashboard charts & stats
│   │   ├── expenses.js     # Ledger table, edit, delete, export
│   │   ├── reports.js      # All report tabs & charts
│   │   └── budget.js       # Budget form & history
│   └── uploads/            # Uploaded receipt images
└── templates/
    ├── base.html           # Shared layout (sidebar, topbar, modal, toast)
    ├── dashboard.html
    ├── add_expense.html
    ├── expenses.html
    ├── reports.html
    └── budget.html

API Endpoints

Method	Endpoint	Description
GET	/api/expenses	List expenses (paginated)
POST	/api/expenses	Create expense
PUT	/api/expenses/<id>	Update expense
DELETE	/api/expenses/<id>	Delete expense
GET	/api/stats/dashboard	Dashboard summary stats
GET	/api/stats/trends	6-month spending trends
GET	/api/reports/<type>	daily/weekly/monthly/category
GET	/api/budget	Get budget for month
POST	/api/budget	Set budget
GET	/api/budget/history	All budget records
GET	/api/export/csv	Export as CSV
GET	/api/export/excel	Export as Excel (.xlsx)
GET	/api/export/pdf	Export monthly PDF report

Categories

Food · Travel · Shopping · Bills · Education · Entertainment · Health · Other

Payment Methods

Cash · Credit Card · Debit Card · UPI · Net Banking · Other