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Empower users to make better financial plans by providing a 12-month financial picture.

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Thistle is a web application that provides users a better tool to keep track of their income and expenses. It allows them to see a 12-month financial picture, empowering them to make better financial plans and decisions.

Contents

Features

Homepage

  • Users can log in or sign up here.
  • Storage of password in database is hashed using Werkzeug security

Thistle Homepage

Profile

After logging in, it will take users to their profile page. Users can:

  • See their list of accounts
  • Add new accounts with descriptions
  • Remove an account
  • Click on an account will direct users to the next page, account details

Profile Page Profile Page

Remove Account Remove Account

Account Details

See a list of entries, sorted by date Recurrent entry* with the same entry ID highlighted in the same color. Negative balances are highlighted in red Highlight recurrent entry *Recurrent entry is an entry with specific time interval, such as every 2 weeks, with a stop date specified by the user. In account details, any recurrent entries will be calculated for a one-year interval from the time of login.

Edit amount inline Edit amount

Add one-time or recurrent entry using this form Create new entry

Tech Stack

Backend/framework | Python, Flask, Flask_SQLAlchemy, Jinja

Frontend | JavaScript, jQuery, Bootstrap, CSS, HTML

Database | PostgreSQL

Testing | Python unittest, coverage

Installation

This project was created on Windows.

System requirements include:

Once system requirements above are met, please follow the following steps:

  1. Clone this repo
git clone https://github.com/ichan266/Project---Projected-Budget.git
  1. Create and activate a virtual environment
virtualenv env
env\Scripts\activate
  1. Install dependencies
pip3 install -r requirements.txt
  1. Seed database: this repo comes with seed_database.py. Simply run this command in the terminal.
python3 seed_database.py -local

Please note once the database is seeded, it will need to be reset. Add -resetdb in addition to the command above:

python3 seed_database.py -local -resetdb
  1. Start the server
python3 server.py -local
  1. Go to localhost:5000 in your browser. The website should be up and running! 😉

About the Author

Iris was a hospital pharmacist before enrolling in Hackbright Software Engineering Software Engineering Boot Camp. She always likes to find different ways to help improve efficiency. She wholeheartedly believes that technology together with software can help us achieve that, and more.

For her capstone project at Hackbright, she created this website to enable users to see their projected budget for the next 12 months. By providing a clearer picture, she believes it can empower users to better foresee their financial future.

Since her graduation from Hackbright in December 2020, she has been continuing her effort in improving this project. You can find her project website at https://hb-thistle.herokuapp.com/

Connect with her on LinkedIn, GitHub, and Twitter

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