Finance Tracker

A personal finance web app for tracking income, expenses, and investments in CZK. Built with Django, PostgreSQL (Supabase), and a dark UI served via WhiteNoise.

Repository: github.com/petkov93/finance-tracker

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Features

Dashboard

• Overview of balance, total income, and total expenses (all time)
• Recent transactions with edit/delete
• Amounts in CZK

Transactions

• Add income or expense entries
• Optional category and description
• Categories filtered by type (income vs expense) on the form

Statistics

• Summary cards (net balance, income, expense counts)
• Monthly bar chart with configurable date range
• Pie charts for expenses and income by category

Investments

• Separate view for invested vs profit amounts (CZK)
• Portfolio value (profit − invested) — net gain or loss relative to capital put in
• Same list/edit/delete flow as transactions

Accounts

• Register, log in, log out
• Each user only sees their own data

Admin

• Django admin at /admin/ for categories, transactions, and investment entries

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Tech stack

Layer	Technology
Backend	Django 5.x
Database	PostgreSQL (Supabase) or SQLite locally
Auth	Django built-in users
Static files	WhiteNoise
Production server	Gunicorn
Deploy	Render (render.yaml)

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Project structure

finance-tracker/
├── config/                 # Django settings, URLs, WSGI
├── financetracker/         # Main app
│   ├── management/commands/
│   │   └── seed_categories.py   # Default categories (empty DB only)
│   ├── migrations/
│   ├── static/financetracker/css/
│   ├── templates/financetracker/
│   ├── models.py           # Category, Transaction, InvestmentEntry
│   ├── views.py
│   ├── forms.py
│   └── urls.py
├── manage.py
├── requirements.txt
├── render.yaml             # Render Blueprint
├── run.ps1                 # Local dev (Windows)
├── run.sh                  # Local dev (Linux/macOS)
├── .env.example            # Environment template (commit this)
└── .env                    # Your secrets (never commit)

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Local development

Prerequisites

• Python 3.12+
• A Supabase project (recommended) or SQLite fallback if SUPABASE_URL is unset

1. Clone and install

git clone https://github.com/petkov93/finance-tracker.git
cd finance-tracker
python -m venv .venv

Windows (PowerShell):

.\.venv\Scripts\Activate.ps1
pip install -r requirements.txt

Linux / macOS:

source .venv/bin/activate
pip install -r requirements.txt

2. Environment variables

Copy the example file and fill in your values:

cp .env.example .env

Variable	Description
SUPABASE_URL	PostgreSQL connection URI (Supabase → Session pooler)
SECRET_KEY	Django secret key (long random string)
DJANGO_DEBUG	true for local dev

Optional locally: ALLOWED_HOSTS, CSRF_TRUSTED_ORIGINS (defaults work for localhost).

Supabase URI tip: If your password has special characters, paste the URI as-is; the app URL-encodes it automatically.

3. Run the app

Windows:

.\run.ps1

Linux / macOS:

bash run.sh

This will:

1. Run database migrations
2. Seed default categories only if the category table is empty
3. Collect static files
4. Start the dev server at http://127.0.0.1:8000

4. Create a user

Open the app → Sign up, or use the admin:

python manage.py createsuperuser

Then visit /admin/.

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Default categories

On first run (empty database), these categories are created automatically:

Income	Expense
Salary 💼	Food 🍽️
Freelance 💻	Food at Work 🥪
Other Income 💰	Health 💊, Transport 🚗, Rent 🏠, …

If any category already exists, seeding is skipped — your admin changes are never overwritten on restart.

To seed manually:

python manage.py seed_categories

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Database

• Production / recommended: PostgreSQL on Supabase (SUPABASE_URL in environment)
• Local fallback: SQLite (db.sqlite3) when SUPABASE_URL is not set

Migrations:

python manage.py migrate

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Deploy on Render

1. Push this repo to GitHub (already done if you cloned from petkov93/finance-tracker).
2. Render → New → Blueprint → connect the repo (uses render.yaml).
3. Set these Environment variables in the Render dashboard:

Variable	Example
SUPABASE_URL	postgresql://... (session pooler)
SECRET_KEY	long random string
DJANGO_DEBUG	false
ALLOWED_HOSTS	your-app.onrender.com
CSRF_TRUSTED_ORIGINS	https://your-app.onrender.com

4. Deploy. Render runs migrate, seed (if empty), collectstatic, and Gunicorn.

Health check: GET /health/ → {"status": "ok"}

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Useful commands

python manage.py migrate
python manage.py seed_categories
python manage.py collectstatic --noinput
python manage.py createsuperuser
python manage.py runserver
python manage.py check --deploy   # production settings check

Tests

Tests use an in-memory SQLite database (no Supabase required):

python manage.py test --settings=config.settings_test

Windows: .\test.ps1
Linux / macOS: bash test.sh

Install dev dependencies first for coverage (see below):

pip install -r requirements-dev.txt

Coverage

Run tests with coverage measurement and a terminal report:

coverage run manage.py test --settings=config.settings_test
coverage report

Windows: .\cover.ps1
Linux / macOS: bash cover.sh

Optional HTML report (open htmlcov/index.html in a browser):

coverage html

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Security notes

• Never commit .env — it is in .gitignore
• Use a strong SECRET_KEY in production
• Registration is open by default; restrict via admin or disable register URL if you deploy publicly

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License

MIT — see LICENSE.