Finet - Personal Finance Tracker 💰

Finet is a modern, cross-platform personal finance tracker built with Python and Flet. It helps you organize your finances, track income and expenses across multiple currencies, set budgets, and visualize your spending—all locally on your device with complete data privacy.

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✨ Features

Finet offers a comprehensive set of tools to manage your personal finances effectively:

• 📊 Insightful Dashboard: Get a quick overview of your financial health with key metrics (Income, Expense, Net), charts visualizing income vs. expense trends, category breakdowns, daily spending patterns, and budget utilization.
• 💸 Transaction Management: Easily add, edit, and delete income and expense transactions. Include details like date, amount, category, account, currency, and notes.
• 🌍 Multi-Currency Support:
  • Track balances and transactions in various currencies (USD, EUR, GBP, JPY, CHF, CAD, UAH supported by default) [provided in previous turns].
  • Set a base currency for unified analytics and reporting [provided in previous turns].
  • Manually configure exchange rates or fetch the latest rates automatically from the internet [provided in previous turns].
  • Transactions store both original and historically accurate converted amounts, ensuring analytics remain correct even if rates change [provided in previous turns].
  • Optionally recalculate historical data using updated exchange rates [provided in previous turns].
• 🏦 Account Management:
  • Manage multiple accounts (Cash, Bank, Credit Card).
  • Track balances in different currencies for each account.
  • Transfer funds between accounts.
  • Set low balance alert thresholds per currency for each account.
• 🎯 Budgeting:
  • Set budgets for specific categories (e.g., Food, Transport) over different periods (Monthly, Weekly, Custom).
  • Monitor budget progress visually with clear indicators for spending status (On Track, Warning, Exceeded).
  • Budget amounts are set in your base currency for easy comparison [provided in previous turns].
• 🔄 Recurring Transactions & Planning:
  • Set up recurring income or expenses (Daily, Weekly, Monthly, Yearly, Custom Interval).
  • Schedule one-time planned expenses for future dates (e.g., upcoming bills) [provided in previous turns].
  • View upcoming bills and subscriptions directly on the dashboard.
• 🏷️ Category Management:
  • Create, edit, and delete custom categories.
  • Assign icons for better visual identification.
  • Explicitly mark categories as 'Income' or 'Expense' for accurate calculations [provided in previous turns].
• ⚠️ Notifications:
  • See Low Balance Alerts prominently on the dashboard when an account drops below its threshold.
  • View Upcoming Bills & Subscriptions reminders on the dashboard.
• 💾 Data Management:
  • Local-First: All data is stored locally in a finet.db SQLite file. You own your data.
  • Import/Export: Easily import transactions from or export them to CSV files.
  • Backup & Restore: Create backups of your database, with an option for strong passphrase-based encryption (AES-256) [provided in previous turns].
• 🖥️ Cross-Platform: Runs on Windows, macOS, and Linux thanks to Flet.

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🚀 Running Finet (Choose one method)

Method 1: Using Docker (Recommended for ease of use)

This is the simplest way to run Finet without installing Python or dependencies manually(Note: This will run in web version).

1. Install Docker: Get Docker Desktop for your OS from docker.com.

2. Run the Finet Image: Open your terminal or command prompt and run the following command. Replace your-github-username with your actual GitHub username and latest or a specific version tag (e.g., 1.0.0):

   docker run -d --name finet-app -p 8550:8550 -v finet_data:/app/app/db ghcr.io/dokuqui/finet:latest

   • -d: Run in detached mode.
   • --name finet-app: Assign a container name.
   • -p 8550:8550: Map your machine's port 8550 to the container's port 8550.
   • -v finet_data:/app/app/db: Crucial: Mounts a Docker volume named finet_data to store your finet.db file persistently outside the container.
   • ghcr.io/your-github-username/finet:latest: The Docker image path.

3. Access the App: Open your web browser and navigate to http://localhost:8550.

Docker Management Commands:

• Stop: docker stop finet-app
• Start: docker start finet-app
• View Logs: docker logs finet-app
• Update: Stop (stop), remove (rm finet-app), pull the new image (pull), and re-run the docker run command.

Method 2: Install Locally

Install Locally (For Development):

   git clone [https://github.com/your-github-username/Finet.git](https://github.com/your-github-username/Finet.git)
   cd Finet
   python -m main # will be running in dekstop mode
   python -m main --web # for web mode
   python -m main --headless # for headless mode

Method 3: Download from GitHub Releases (Desktop App)

• Go to the page of this repository.
• Find the latest release (e.g., v1.0.0).
• Under Assets, download file
• Run the Finet.exe (or equivalent)

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🔒 Security & Backup

Finet prioritizes local data storage using a SQLite database file (finet.db). The exact location depends on how you run the app:

• Docker: Managed within the finet_data Docker volume. Use Docker commands/tools to manage or back up this volume.
• pip install: Typically within your Python environment's site-packages or user data directory.
• Local Development: In the app/db/ directory relative to where you run finet.

In-App Backup/Restore

Use the Settings tab to create manual backups (.db or encrypted .enc files) and restore from them. Remember that restoring overwrites your current live database.

Security Notes

• The live finet.db file is not encrypted at rest. Secure the file/volume location appropriately.
• Unencrypted backups (.db) are plain copies and also not secure.
• Encrypted backups (.enc) use AES-256 and rely on your passphrase. If you lose the passphrase, the backup is unusable.
• You are responsible for securing your database file and managing your backups.

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📸 Screenshots

📄 License