https://www.canva.com/design/DAGlSySibkM/v70JV8c2LLozI0V3U0DeKw/watch?utm_content=DAGlSySibkM&utm_campaign=designshare&utm_medium=link2&utm_source=uniquelinks&utlId=h39635c1c9f

https://app.powerbi.com/reportEmbed?reportId=1d2f2645-16f6-48fc-b58d-44d4486d4910&autoAuth=true&ctid=c7ba5b1a-41b6-43e9-a120-6ff654ada137

Project Overview

The Personal Finance Tracker is an end-to-end application designed to automate and visualize personal spending habits. It consolidates bank transaction data, categorizes expenses, and provides interactive dashboards to help users track and analyze their financial health over time.

Objective

To create a self-sufficient personal finance management system that simplifies expense tracking, offers spending insights, and empowers better budgeting decisions.

Context

This project was developed as a personal initiative to solve the repetitive and manual process of tracking financial transactions across multiple bank accounts.

Duration

5–6 weeks (including Python app development and Power BI dashboard design).

Role

End-to-end project owner:

• Data engineer (Python scripting)
• Data analyst (categorization, trend analysis)
• Dashboard developer (Power BI)

Tools and Methodologies

• Data Preparation: Python (Pandas, custom scripts)