Secondary Account Finance Tracker

A Flask-based web application for tracking personal finances, managing savings goals, and reconciling monthly accounts. Built with modern technologies and a user-friendly interface.

Features

• 📊 Financial Dashboard

  • Monthly activity tracking
  • Current balance monitoring (Cash box and Primary account)
  • Recent transactions display
  • Dark/Light mode support

• 💰 Savings Goals

  • Create and track multiple savings goals
  • Progress visualization
  • Category-based organization

• 📝 Transaction Management

  • Record income and expenses
  • Transaction history
  • Monthly reconciliation tracking

• 🎯 Account Management

  • Account setup and configuration
  • Monthly income/expense tracking
  • Balance updates

Technology Stack

• Backend: Python Flask
• Database: Supabase
• Frontend:
  • HTML/Tailwind CSS
  • JavaScript
  • Font Awesome icons
  • Chart.js for visualizations

Getting Started

1. Prerequisites

   • Python 3.x
   • pip (Python package manager)
   • Supabase account

2. Environment Setup

   # Clone the repository
   git clone https://github.com/EmbeddEdge/FirstWebApp.git
   cd FirstWebApp
   
   # Create and activate virtual environment
   python3 -m venv myenv
   source myenv/bin/activate  # On Windows: myenv\Scripts\activate
   
   # Install dependencies
   pip install -r requirements.txt

3. Environment Variables Create a .env file with:

   SUPABASE_URL=your_supabase_url
   SUPABASE_KEY=your_supabase_anon_key
   SUPABASE_SERVICE_KEY=your_supabase_service_key
   DATABASE_URL=your_database_url
   

4. Run the Application

   python app.py

Features in Development

• Month close-out and error handling
• Enhanced reporting capabilities
• Mobile-responsive design improvements

License

This project is licensed under the terms included in the LICENSE file.

Todo

Update the SQL schema to match the new values To use these new features, make sure to:

Run the SQL schema updates first Update your Supabase configuration to include the new tables/columns When adding transactions, include the payment_method field ('cash' or 'bank') Test the reconciliation process with the new UI elements The monthly activity page will now show:

Reconciliation status with ability to reconcile Detailed cash flow breakdown Starting and ending balances Monthly income and expenses Proper date formatting and navigation

Contributing

Feel free to submit issues, fork the repository, and create pull requests for any improvements.