{"id":87894,"date":"2023-06-21T09:00:57","date_gmt":"2023-06-21T03:30:57","guid":{"rendered":"https:\/\/techvidvan.com\/tutorials\/?p=87894"},"modified":"2023-06-21T09:00:57","modified_gmt":"2023-06-21T03:30:57","slug":"python-django-expense-tracker","status":"publish","type":"post","link":"https:\/\/techvidvan.com\/tutorials\/python-django-expense-tracker\/","title":{"rendered":"Python Django Expense Tracker – Say Goodbye to Financial Stress"},"content":{"rendered":"

Effectively managing expenses play a crucial role in personal finance. By diligently tracking expenses, individuals can make informed financial choices and adhere to their budgets. Employing an Expense Tracker Web Application simplifies the process of monitoring expenses and effectively managing financial matters.<\/p>\n

This project focuses on developing an Expense Tracker Django Web Application that empowers users to create profiles and track their expenses based on the categories they specified during profile creation.<\/p>\n

About Python Django Expense Tracker Project<\/h3>\n

The objective of this project is to guide you in building a web application enabling users to establish profiles, input expenses, and monitor their spending according to the categories they specified during profile creation.<\/p>\n

Prerequisite for Expense Tracker using Python Django<\/h3>\n

Prior to commencing this project, it is recommended to possess fundamental knowledge of Django Framework, HTML, CSS, JavaScript, and Bootstrap.<\/p>\n

You should also have Python, Django, and a code editor installed on your system.<\/p>\n

Download Python Django Expense Tracker Project<\/h3>\n

Please download the source code of Python Django Expense Tracker Project from the following link:\u00a0Django Expense Tracker Project Code<\/strong><\/a><\/p>\n

Steps to create Expense Tracker using Python Django<\/h3>\n

Following are the steps for developing the Expense Tracker :<\/p>\n

Step 1:<\/strong> Setting up the Django Project<\/p>\n

Step 2:<\/strong> Creating the Expense Tracker App<\/p>\n

Step 3:<\/strong> Creating the Models<\/p>\n

Step 4:<\/strong> Creating the Views<\/p>\n

Step 5:<\/strong> Creating the Forms<\/p>\n

Step 6:<\/strong> Creating the Templates<\/p>\n

Step 7:<\/strong> Migrating the Database<\/p>\n

Step 8:<\/strong> Running the Server<\/p>\n

Step 1: Setting up the Django Project<\/h4>\n

a. <\/strong>Install Django using pip:
\nIn order to create a Django project, it is necessary to have Django installed. If you haven’t installed it already, please access your terminal or command prompt and execute the following command:<\/p>\n

pip install Django<\/pre>\n
b.<\/strong> Create a new Django project using the following command:<\/p>\n
django-admin startproject expense_tracker<\/pre>\n
c.<\/strong> Change your current directory to the newly created project directory using the following command:<\/p>\n
cd expense_tracker<\/pre>\n
Step 2: Creating the Expense Tracker App<\/h4>\n
a.<\/strong> Create a new Django app called ‘budget’ using the following command:<\/p>\n
python manage.py startapp budget<\/pre>\n
b.<\/strong> Add ‘budget’ to your project’s installed apps by opening the ‘settings.py’ file located in the project directory and adding ‘budget’ to the INSTALLED_APPS list.<\/p>\n
# Application definition\nINSTALLED_APPS = [\n   'django.contrib.admin',\n   'django.contrib.auth',\n   'django.contrib.contenttypes',\n   'django.contrib.sessions',\n   'django.contrib.messages',\n   'django.contrib.staticfiles',\n   'budget',\n]<\/pre>\n
c.<\/strong> Create a file called ‘urls.py’ in the ‘budget’ app directory and open it, then add the following code to it:<\/p>\n
# Description: This file contains the urls for the budget app\n\n\n# Importing libraries\nfrom django.contrib import admin\nfrom django.urls import path,include\nfrom .import views\n\n\n# Defining the url patterns\nurlpatterns = [\n   path('',views.project_list,name = 'list'),\n   path('add', views.ProjectCreateView.as_view(),name ='add'),\n   path('<slug:project_slug>',views.project_detail,name='detail'),\n]<\/pre>\n
The urls.py file defines the URL patterns for the app. The first pattern maps the root URL to the project_list function. The second pattern maps the add URL to the ProjectCreateView class. The third pattern maps a URL with a project slug to the project_detail function.<\/p>\n
Step 3: Creating the Models<\/h4>\n
a.<\/strong> Open the ‘models.py’ file located in the ‘budget’ app directory.<\/p>\n
b.<\/strong> Define the models for the Expense Tracker app as shown below.<\/p>\n
# Importing the necessary libraries\nfrom django.db import models\nfrom django.utils.text import slugify\n\n\n#-------------------------- Models --------------------------#\n\n\n# Creating the Project model to store the project details like name, slug, budget\nclass Project(models.Model):\n  \n   # Defining the fields of the Project model\n   name = models.CharField(max_length=100)\n   slug = models.SlugField(max_length=100,unique=True,blank=True)\n   budget = models.IntegerField()\n  \n   # Defining the save method to create the slug\n   def save(self, *args,**kwargs):\n       self.slug = slugify(self.name)\n       super(Project,self).save(*args,**kwargs)\n      \n   # Defining the budget_left method to calculate the budget left\n   def budget_left(self):\n       expense_list = Expense.objects.filter(project= self)\n       total_expense_amount =0\n       for expense in expense_list:\n           total_expense_amount += expense.amount\n\n\n       return self.budget- total_expense_amount\n  \n   # Defining the total_transactions method to calculate the total number of transactions\n   def total_transactions(self):\n       expense_list = Expense.objects.filter(project= self)\n       return len(expense_list)\n\n\n# Creating the Category model to store the category details like name, project\nclass Category(models.Model):\n   # Defining the fields of the Category model\n   project = models.ForeignKey(Project, on_delete=models.CASCADE)\n   name = models.CharField(max_length=100)\n\n\n# Creating the Expense model to store the expense details like project, title, amount, category\nclass Expense(models.Model):\n   # Defining the fields of the Expense model\n   project = models.ForeignKey(Project, on_delete=models.CASCADE, related_name='expenses')\n   title = models.CharField(max_length=100)\n   amount = models.DecimalField( max_digits=8, decimal_places=2)\n   category = models.ForeignKey(Category, on_delete=models.CASCADE)\n  \n   # Defining the Meta class to order the expenses by amount\n   class Meta:\n       ordering = ('-amount',)<\/pre>\n
The models.py file defines the Project, Category, and Expense models used by the app. Project and Category are related by a foreign key relationship, and Expense is related to both Project and Category using foreign keys. Project has a budget_left method that calculates the amount of budget remaining after subtracting all expenses, and a total_transactions method that counts the total number of expenses associated with the project.<\/p>\n
Step 4: Creating the Views<\/h4>\n
a.<\/strong> Open the ‘views.py’ file located in the ‘budget’ app directory.
\nb.<\/strong> Define the views for the Expense Tracker app as shown below.<\/p>\n
# Importing the required libraries\nfrom django.shortcuts import render,get_object_or_404\nfrom django.http import HttpResponseRedirect, HttpResponse\nfrom .models import Project, Category, Expense\nfrom django.views.generic import CreateView\nfrom django.utils.text import slugify\nfrom .forms import ExpenseForm\nimport json\n\n\n#------------------------ Views ------------------------#\n\n\n# View for the project list page\n# It will return the list of projects\ndef project_list(request):\n  \n   # Getting the list of projects\n   project_list = Project.objects.all()\n  \n   # Returning the project list page\n   return render(request,'budget\/project-list.html',{'project_list':project_list})\n\n\n# View for the project detail page\n# It will return the details of the project and the list of expenses\ndef project_detail(request, project_slug):\n  \n   # Getting the project object\n   project = get_object_or_404(Project,slug=project_slug)\n  \n   # Checking the request method\n   # If the request method is GET, then it will return the project detail page\n   if request.method == 'GET':\n       category_list = Category.objects.filter(project=project)\n       return render(request,'budget\/project-detail.html',{'project':project, 'expense_list': project.expenses.all(), 'category_list':category_list})\n  \n   # If the request method is POST, then it will create a new expense\n   elif request.method == 'POST':\n       # Getting the form data and checking if it is valid\n       form = ExpenseForm(request.POST)\n       if form.is_valid():\n          \n           # Getting the form data if it is valid\n           title = form.cleaned_data['title']\n           amount = form.cleaned_data['amount']\n           category_name = form.cleaned_data['category']\n           category= get_object_or_404(Category, project = project, name= category_name)\n          \n           # Creating the expense object and saving it\n           Expense.objects.create(\n               project=project,\n               title=title,\n               amount=amount,\n               category=category\n           ).save()\n          \n   # If the request method is DELETE, then it will delete the expense\n   elif request.method == 'DELETE':\n      \n       # Getting the expense id from the request body and deleting the expense\n       id = json.loads(request.body)['id']\n       expense = get_object_or_404(Expense,id =id)\n       expense.delete()\n       return HttpResponse('')\n  \n   # Redirecting to the project detail page\n   return HttpResponseRedirect(project_slug)\n\n\n# View for the add project page\n# It will create a new project\nclass ProjectCreateView(CreateView):\n  \n   # Defining the model, template and fields\n   model = Project\n   template_name = 'budget\/add-project.html'\n   fields = {'name','budget'}\n  \n   # Defining the form_valid method to create the categories\n   def form_valid(self, form):\n       self.object = form.save(commit=False)\n       self.object.save()\n\n\n       categories = self.request.POST['categoriesString'].split(',')\n      \n       # Creating the categories and saving them\n       for category in categories:\n           Category.objects.create(\n               project = Project.objects.get(id=self.object.id),\n               name = category\n           ).save()\n       return HttpResponseRedirect(self.get_success_url())\n  \n   # Defining the get_success_url method to redirect to the project detail page\n   def get_success_url(self):\n       return slugify(self.request.POST['name'])<\/pre>\n
The views.py file defines several functions that handle different HTTP requests made by the user.<\/p>\n