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Personal Finance Manager

Overview

The Personal Finance Manager is a Java-based application that helps users track their personal transactions. The application provides functionalities to add income and expense entries, categorize transactions, and visualise data using charts.

Demo

Demo Image

Features

  • Add income and expense entries
  • Categorize transactions
  • Visualise data using charts

Installation

Prerequisites

  • Java Development Kit (JDK) 14 or later
  • Maven

Building the Project

  1. Clone the repository:

    git clone https://github.com/your-username/personal-finance-manager.git
    cd personal-finance-manager

  1. Build the project using Maven:
    mvn clean package

Running the Application

If you're on windows, you can simply run the executable file in the root directory. Otherwise:

  1. Navigate to the target directory:

    cd target
    
  2. Run the application:

    java -jar personal-finance-1.0-SNAPSHOT.jar
    

Usage

A mock csv file can be loaded ./src/mock folder to see a demo of the application.

Adding a Transaction

  1. Enter the transaction details in the provided fields.
  2. Click the "Submit" button to add the transaction to the list.

Removing a Transaction

  1. Enter the transaction ID in the "Remove Transaction" section.
  2. Click the "Submit" button to remove the transaction from the list.

Setting the Balance

  1. Enter the initial balance in the "Enter Balance" field.
  2. Click the "Set balance" button to update the balance.

Saving and Loading Data

  • Click the "Save" button to save the transaction data to a CSV file.
  • Click the "Load" button to load transaction data from a CSV file.

Development

Running Tests

To run the tests, use the following command:

mvn test

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