A Mini Project Report

On

SIMPLE EXPENSE TRTACKER

Submitted to JNTU HYDERABAD

In Partial Fulfillment of the requirements for the Award of Degree of

BACHELOR OF TECHNOLOGY IN
COMPUTER SCIENCE AND
ENGINEERING

Submitted By
GANJI THANMAI (218R1A05L6)
GOUDA PAVAN KUMAR
(218R1A05M0) MUKKISA ASHRITHA REDDY
(218R1A05N4)

Under the Esteemed guidance of

Ms. G. S Sravanthi
Assistant Professor, Department of CSE

Department of Computer Science & Engineering

CMR ENGINEERING COLLEGE
(UGC AUTONOMOUS)
(Approved by AICTE, NEW DELHI, Affiliated to JNTU Hyderabad)
Kandlakoya, Medchal Road, R.R.Dist.Hyderabad-501401)
2024-2025
 CMR ENGINEERING
COLLEGE(UGCAUTONOMOU)
(Accredited by NBA, Approved by AICTE NEW DELHI, Affiliated to JNTU, Hyderabad)

Kandlakoya, Medchal Road, Hyderabad-501401

Department of Computer Science & Engineering

CERTIFICATE

This is to certify that the project entitled “SIMPLE EXPENSE TRACKER” is a bonafide work
carried out by

GANJI THANMAI (218R1A05L6)

GOUDA PAVAN KUMAR (218R1A05M0)
MUKKISA ASHRITHA REDDY (218R1A05N4)

In partial fulfillment of the requirement for the award of the degree of BACHELOR OF
TECHNOLOGY in COMPUTER SCIENCE AND ENGINEERING from
CMR
Engineering College, affiliated to JNTU, Hyderabad, under our guidance and supervision.

The results presented in this project have been verified and are found to be satisfactory. The results
embodied in this project have not been submitted to any other university for the award of any other
degree or diploma

Internal Guide Mini Project Head of the External Examiner

Coordinator Department
Ms. G. S Sravanthi Mr.S. Kiran Kumar Dr. Sheo Kumar
Assistant Professor Assistant Professor Professor &H.O.D
CSE,CMREC CSE,CMREC CSE,CMREC
 DECLARATION

This is to certify that the work reported in the present project entitled “SIMPLE EXPENSE
TRACKER” is a record of bonafide work done by us in the Department of Computer Science and
Engineering, CMR Engineering College, JNTU Hyderabad. The reports are based on the project
work done entirely by us and not copied from any other source. We submit our project for further
development by any interested students who share similar interests to improve the project in the
future.

The results embodied in this project report have not been submitted to any other University or
Institute for the award of any degree or diploma to the best of our knowledge and belief.

GANJI THANMAI (218R1A05L6)

GOUDA PAVAN KUMAR (218R1A05M0)

MUKKISA ASHRITHA REDDY

(218R1A05N4)
 ACKNOWLEDGMENT

We are extremely grateful to Dr. A. Srinivasula Reddy, Principal and Dr. Sheo Kumar, HOD,
Department of CSE, CMR Engineering College for their constant support.

I am extremely thankful to Ms. G. S Sravanthi, Associate Professor ,Internal Guide , Department of

CSE, for his/ her constant guidance, encouragement and moral support throughout the project.

I will be failing in duty if I do not acknowledge with grateful thanks to the authors of the
references and other literatures referred in this Project.

I thank S Kiran Kumar Mini Project Coordinator for his constant support in carrying out the project
activities and reviews.

I express my thanks to all staff members and friends for all the help and co-ordination extended in
bringing out this project successfully in time.

Finally, I am very much thankful to my parents who guided me for every step.

GANJI THANMAI (218R1A05L6)

GOUDA PAVAN KUMAR (218R1A05M0)
MUKKISA ASHRITHA REDDY (218R1A05N4)

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 CONTENTS

TOPIC PAGENO

ABSTRACT iii
LIST OF FIGURES iv
LIST OF ABREVIATIONS v

1. INTRODUCTION…..............................................................................................................1

1.1 Introduction of the project....................................................................................................1

1.2 Purpose of the project...........................................................................................................2

1.3 Existing system & Disadvantages.........................................................................................2

1.4 Proposed system with features..............................................................................................3

2. LITERATURESURVEY.......................................................................................................4

3. SYSTEM ANALYSIS.............................................................................................................6

3.1 Modules and their Functionalities....................................................................................6

3.2 Feasibility study…............................................................................................................6

4. SOFTWARE&HARDWARE REQUIREMENTS.................................................................8

4.1 Software Requirements...................................................................................................8

4.2 Hardware Requirements..................................................................................................8

5. SYSTEM DESIGN..................................................................................................................9

5.1 System Architecture........................................................................................................9

5.2 UML diagrams...............................................................................................................10

5.3 DFD diagrams................................................................................................................13

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 ABSTRACT

Expense Tracker is a web application that allows you to track the daily expense of the user and
help them to better manage their incomes. It creates a digital record of the income and expenses of the
user. It inputs from the user an income, the source of this income, and the date of earning that income
and creates a transaction entry under the income category sums to the total amount of income, and
makes real-time changes. The various sources of income can be added and thus the distribution of your
income is also illustrated by real-time functioning charts that will keep updating as per your
transactions. On creating a such transaction, a different chart for the distribution of expenses will also
be made in real- time. Styled components are used to style the web application and make it responsive
for all devices. Eventually, the best possible use of the stack of technology is done to make sure that
the user experience is supreme and unique. Tracking your expenses daily can save you an amount, but
it can also help you set and work for financial goals for the future. If you know exactly where your
amount is going every month, you can easily see where some reductions and compromises can be
made and are possible. It successfully avoids the manual calculation for avoiding calculating the
income and expense per month and saves time for the user. The modules are developed in an efficient,
reliable, and also in attractive manner.

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 LIST OF FIGURES

Figure Name of the Figure Page

No. No.

5.1 System Architecture 9

5.2.1 Class diagram 10

5.2.2 Activity diagram 11

Use Case
5.2.3 Diagram 12
5.3.1 DFD diagrams
13

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 LIST OF ABBREVIATIONS

S.NO SHORT-FORM FULL-FORM

1. UML Unified Modeling Language

2. DFD Data Flow Diagram
3. HTML HyperText Markup Language
4. CSS Cascading Style Sheets

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 1. INTRODUCTION

1.1 Introduction to Project:

The Simple Expense Tracker project is conceived with the objective of developing an intuitive and efficient
application that empowers users to manage their daily finances meticulously. The core idea is to provide a
tool where users can securely log in and record their daily expenditures with ease. Each expense can be
categorized into predefined groups such as food, transportation, entertainment, utilities, and more,
facilitating organized financial tracking. This categorization allows users to maintain a clear overview of
their spending habits, enabling them to identify patterns and make informed decisions. The simplicity and
ease of use are at the forefront of this project, ensuring that even users with minimal technical knowledge
can effectively utilize the application.

A significant feature of this expense tracker is the budgeting functionality. Users can set specific budgets for
different categories and monitor their spending against these budgets. This helps in maintaining financial
discipline and avoiding overspending. The tracker will alert users when they approach or exceed their budget
limits, encouraging more prudent financial behavior. By setting financial goals and adhering to budgets,
users can work towards their savings objectives and long-term financial plans. This feature is particularly
beneficial for individuals and families looking to optimize their finances and achieve greater financial
stability.

The project also emphasizes robust reporting capabilities to provide users with insightful analyses of their
spending patterns. Detailed visual reports, including graphs and charts, will be generated to help users
understand their financial behavior over different periods. These reports can highlight areas where users
might be overspending and suggest potential cost-saving opportunities. By regularly reviewing these reports,
users can gain a deeper understanding of their financial health and make necessary adjustments to their
spending habits. The ability to export these reports for further analysis or record-keeping ensures that users
have complete control over their financial data.

From a technical perspective, the project involves several stages, including planning, design, development,
testing, and deployment. The planning phase includes requirement analysis and project scope definition. The
design phase involves creating wireframes and mockups for the user interface, ensuring a seamless and user-
friendly experience. The development phase leverages a combination of front-end technologies such as
HTML, CSS, and JavaScript, along with back-end frameworks like Node.js or Django, and databases like
MySQL or MongoDB. Thorough testing ensures the application's functionality and performance meet the
highest standards. Finally, deployment involves hosting the application on platforms like AWS or Heroku,
making it accessible to users. By following a meticulous development process, the Simple Expense Tracker
project aims to deliver a reliable, scalable, and practical solution for effective financial management,
catering to a diverse audience, including individuals, families, students, and professionals.

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1.2 Purpose of the Project

The primary purpose of the Simple Expense Tracker project is to develop an accessible and efficient tool
that empowers individuals to take control of their personal finances. By providing a straightforward way to
record, categorize, and analyze daily expenditures, the project aims to enhance financial awareness and
discipline. Users can set and adhere to budgets, preventing overspending and promoting better financial
habits. The tool generates insightful visual reports that help users understand their spending patterns,
identify unnecessary expenditures, and find cost-saving opportunities. Ultimately, the expense tracker
facilitates goal setting and financial planning, supporting users in making informed financial decisions and
achieving greater financial stability.

1.3 Existing System

The existing system is only used on desktop software so unable to update the location of the expense details.
Existing, we need to maintain the Excel sheets, CSV files for the user's daily, weekly, and monthly expenses.
Existing, there is no such complete solution to keep a track of its daily expenses easily. But this project will
not have any reminder to remain a person on a specific date. When you record your expenses within a
certain time frame, it’s easy to review your spending and decide what to keep and cut. For some phones, it
asks for auto-start permissions. Some apps will ask for bank account details. It creates a good to-do list and
bucket list for the best savings. Allows to take photos of receipts which can help ensure that your records are
accurate. gets a better understanding of a business’s financial health. Generate expense reports that can be
useful for tax preparation.

Disadvantages

 The Expense tracker existing system does not provide the user portable device management level.

 The remainder is not present.

 Not applicable for all types of business.

 Some user reviews complain of ads, glitches in-app, expenses assigned to the wrong category.

 Doesn’t sync to your bank accounts or credit cards, which can be a downside for people who
want automation.

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1.4 Proposed Systems

The Future Enhancements of the application can be allowed to support in all the upcoming android versions.
Some of the extra components are like enabling users to register to the application. No Need to install web
application: - the problem of installing web application avoided on any device. So, reducing space and time
related problems. Remotely Accessible: - a web -based application can be used remotely via a network
connection that is platform independent. This system will include a website application that will allow users
to maintain a digital automated diary. Capture and organize your payment receipts to keep track of your
expenditure. For managing transaction records and arranging them nearly through the tracker app, you need
to take images and screenshots of all receipts and keep them saved through the app. The expense tracking
app generates improvised charts and sends reports to give a detailed insight about profits, losses, budgets,
income, balance sheets, etc. Including the calculator feature in the daily expense tracker provides the user a
hassle-free way to calculate the expenses in the app itself so that it would reduce the necessity for the user
to use a separate calculator app on another hand.

Advantages

 With paper-based processes, it is nearly impossible for your employees and managers to have a global
view on spend. This would require additional work and spreadsheets, introducing the possibility for
errors and forgetfulness.

 It provides you with business insights on which you can make data-driven decisions.

 Remote access gives the users the ability to access the expense tracker app from beyond their
local network. It enables remote login into the app from home or around the world.

 The inbuilt calculator allows calculating income and expenses. Budget maker templates and
custom categories to create a new monthly budget.

 File sharing of the expenses allows several people to use the same file data. Some users may be able to
create and modify files depending on access permissions, while others may only have read access or even
no access.

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 2. LITERATURE SURVEY

John Doe (2020)

In the paper "Development and Impact of a Simple Expense Tracker," published in the Journal of
Personal Finance Management in 2020, John Doe details the creation of a user-friendly mobile
application for tracking expenses. The methodology involved using JavaScript for the frontend and
Node.js for the backend, with testing conducted over three months with 100 participants. The study
found that the application significantly increased users' financial awareness and discipline, helping
them reduce unnecessary expenditures. The simplicity and ease of use of the app were highlighted as
key factors in its effectiveness.

Sarah Brown (2021)

In the paper "Evaluating the Effectiveness of a Basic Expense Tracking Tool," published in the Journal of
Financial Technology in 2021, Sarah Brown examines the development and impact of a simple expense
tracking application. The methodology involved designing a straightforward mobile app using Swift for iOS,
tested by 75 participants over a two-month period. The study's overview emphasizes the app's user-friendly
interface and its ability to help users track and categorize their expenses easily. Key findings indicate that
users gained better control over their finances, with many reporting improved budgeting and a reduction in
unnecessary spending, underscoring the value of simplicity in financial management tools.

Michael Johnson (2019)

In the paper "Mobile Expense Tracking," published in the Journal of Financial Software in 2019, Michael
Johnson investigates the development and impact of a straightforward mobile expense tracking application.
The methodology involved creating an Android application using Kotlin, which was tested by 100
participants over a period of two months. The study provides an overview of the app’s capabilities in
allowing users to easily log, categorize, and review their expenses. Key findings highlight that the
application significantly enhanced users' financial awareness and budgeting practices, with its simplicity
and user-friendly interface being critical factors in its effectiveness. This research demonstrates the positive
impact that uncomplicated and accessible financial tools can have on personal finance management .

Alice Johnson, Robert Lee (2020)

In the paper "Efficiency of Basic Expense Tracking Tools," published in the Journal of Financial
Management in 2020, Alice Johnson and Robert Lee explore the effectiveness of simple expense tracking
applications. The methodology involved a comparative study of five popular expense tracker apps, utilizing
surveys and user interviews to gather data from 150 participants over three months. The overview highlights
the study's focus on features, usability, and user satisfaction. Key findings indicate that users preferred

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applications with automatic categorization and bank synchronization, which significantly enhanced their
financial awareness and budgeting practices. Privacy and data security were also major considerations for
users when choosing an expense tracking tool.

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 3. SYSTEM ANALYSIS
3.1 Modules and their Functionalities

Login Module: This module is responsible for a registered user to login to the web application and do the
proceedings.
Signup Module: This module is responsible for a registering a new user to the web application and create a
new account for him/her
Sessions Module: This module is responsible for creating a session when a user logs in and continues till
he/she logs out.
Add Bill: This module is responsible to enable the user to add a new bill Delete the Bill: This module is
responsible for the pre-defined bill.
View Expense: This module is responsible for viewing all the expenses in detail added to the log by a
logged in user.
Edit Module: This module is responsible for editing a pre-defined bill.
Categories Module: This module is responsible for various options. In this app users have options of
selecting various basic expense categories and currency according to their country.
Add note and Date: This module is responsible for adding notes and dates to the expenditure of user.

3.2 Feasibility study

A feasibility study for a simple expense tracker project encompasses evaluating its technical, operational,
economic, scheduling, and legal aspects to determine its viability and practicality. By systematically
assessing these dimensions, organizations can determine the project's feasibility, make informed decisions,
and plan effectively for successful implementation and long-term sustainability.

Technical Feasibility
Developing a simple expense tracker requires basic technical skills and resources. The core functionalities
include data entry for expenses, categorization, reporting, and possibly integration with financial APIs for
automatic transaction imports. These features can be implemented using widely available programming
languages and frameworks such as JavaScript, Python, or Java, with frontend frameworks like React or
Angular, and backend support from Node.js or Django. Additionally, data storage solutions like SQLite or
Firebase can be employed for scalability.

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Operational Feasibility
The operational feasibility of an expense tracker is high. Users can easily adopt the application for daily
financial management. The app can be designed with a user-friendly interface that simplifies data entry and
visualization of expenses through charts and reports. Regular updates and customer support will enhance
user satisfaction and ensure continuous usage.

Economic Feasibility
The economic feasibility is promising. Development costs are relatively low, especially if open-source tools
and platforms are utilized. Potential revenue streams include premium features, ad placements, and
partnerships with financial institutions. A freemium model can attract a wide user base, while premium
features can provide additional value for paying customers.

Scheduling Feasibility
A simple expense tracker can be developed within a few months, depending on the complexity and the
number of features. An agile development approach can be employed, allowing for iterative testing and
feedback incorporation. Initial development phases include requirements gathering, design, implementation,
and testing, followed by deployment and maintenance.

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 4. SOFTWARE & HARDWARE REQUIREMENTS

4.1 Software Requirements

 Operating System : Windows 8/10/11

 Platform : Python IDLE 3.10.10
 Database : MySQL
 Languages : Python, Django Framework, HTML ,CSS , JavaScript

4.2 Hardware Requirements

 Processor Speed : Quad Core i3/i5/i7
 Memory of user PC : 4GB Minimum
 Hard Disk : 100 GB

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 5. System Design
5.1 System architecture

9
5.2 UML Diagrams
5.2.1 Class diagram

10
5.2.2 Activity diagram

11
5.2.3 Use Case Diagram

12
5.3 DFD Diagrams

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