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Banking_App

Jason's Awesome Banking App!

An app that allows you to simulate a bank by allowing a teller to create customers, make deposits, make withdrawals, and check on account customer details.

Clone the repository

$ git clone https://github.com/jkeung/Banking_App.git

Setup

This code is portable across the following OS's: Linux distributions, Mac and Windows OS's. Scripts were written using Python 2.7 and have not been tested for portability to Python 3.X.

You are encouraged to use a python virtual environment using virtualenv and pip.

$ virtualenv venv

Install requirements:

There are no external imports of packages or modules that are not native to Python in this program.

Run Application

Application can be run by simply running the following shell script from the root directory of the application folder.

$ source bin/banking_app.sh

Instructions

Note: At any time you can cancel the step you are currently in and type '0' to exit.

1) Creating a New Account

  • On the main menu, create an account by pressing the number 1.
  • You will then be prompted to create a Checkings or Savings account. "Would you like a checking or savings account?"
  • Type "Checking" for a Checking Account or type "Savings" for a Savings account
  • You will then be prompted to enter your first name. A valid first name is one with all alphabetical characters and has no spaces.
  • Enter your First Name
  • You will then be prompted to enter your last name. A valid last name is one with all alphabetical characters and has no spaces.
  • Enter your Last Name
  • You will then be prompted to enter your social security number. A valid last name is a numerical string that contains only numbers or numbers and dashes '123456789' or '123-45-6789'
  • Enter your Social Security Number
  • You will then be prompted to enter your initial deposit amount. A Checking Account requires a minimum of $100.00 to open and A Savings Account requires a minimum of $50.00 to open. (Ex. 100.00 or $100.00)
  • After successfully creating an account, you will return to the menu.

2) Making a Deposit

  • On the main menu, make a deposit by pressing the number 2.
  • You will then be prompted to select a specific customer from a list of customers in your bank.
  • Enter the Number of the Customer (ex. 1)
  • You will then be prompted to enter the amount you would like to deposit. Checking Accounts do not receive an interest bonus for a deposit. If you have a Savings account with over $10,000 the interest rate will be set to 5%, otherwise the interest rate will be set to 2%.
  • After successfully making a deposit, you will return to the menu.

3) Making a Withdrawal

  • On the main menu, make a withdrawal by pressing the number 3.
  • You will then be prompted to select a specific customer from a list of customers in your bank.
  • Enter the Number of the Customer (ex. 1)
  • You will then be prompted to enter the amount you would like to withdraw. All withdrawals incur a fee of $5.00 If the customer does not have enough money in the account, the withdrawal will not be made due to insufficient funds.
  • After successfully making a withdrawal, or if there are insufficient funds, you will return to the menu.

4) View Account Details

  • On the main menu, view account details by pressing the number 4.
  • You will then be prompted to select a specific customer from a list of customers in your bank.
  • Enter the Number of the Customer (ex. 1)
  • The customer details will then be shown. Some of the information provided in account details are: First Name, Last Name, SSN, Account Type, Account Number, Balance, and Interest Rate.

5) Exit the Application

  • On the main menu, view account details by pressing the number 0.

Next Steps

This application is still a work in progress and a number of items can be added to make this app more robust. A few of the future enhancements are listed below.

  • Persist data into a SQL database, currently data is saved and loaded into a Pickle file
  • Transfer money between accounts
  • Remove accounts
  • Security and authentication for accounts
  • View recent transactions
  • Add more test cases!

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Console Based Banking App

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