Financial Advisor System

Overview

A Python-based Financial Advisor app that supports multi-user login and personalized financial tracking. Users can register, log in, add income and expenses, view their transaction history, generate financial summaries, and save their data to a MySQL database. The project uses CSV files per user and MySQL tables linked by foreign keys to keep data separated and secure.

Features

• User registration and login with unique usernames and passwords
• Passwords securely hashed using bcrypt
• Individual user transaction data stored in user-specific CSV files
• Persistent storage of users and transactions in MySQL database
• Database schema includes users table and TransactionsData table linked by foreign key with cascade delete
• Simple and easy to use menu navigation
• Input validation for financial entries
• Automatic creation of database tables on first run
• Data synchronization between CSV and database for each user

Technologies Used

• Python 3.11.0
• MySQL 8.0.43 with SQLAlchemy 2.0.44
• bcrypt for password hashing
• python-dotenv for environment variable management
• Built-in CSV module for file storage
• Datetime module for date management

Installation

1. Install Python 3.11.0 if not already installed
2. Ensure MySQL server is installed, running and connected
3. Create a MySQL database named budget_app
4. Install required Python packages:

   pip install sqlalchemy pymysql python-dotenv bcrypt

5. Create a .env file in the project root using .env.example as a template:

   DB_USERNAME=root
   DB_PASSWORD=your_password
   DB_HOST=localhost
   DB_NAME=budget_app

How to Run

Navigate to the project folder in your terminal and run:

python main.py

• Register a new user or login with existing credentials
• Use the menu to add income, expenses, view transactions, calculate summary, or save data
• Each user's records are isolated in a CSV file and corresponding database entries
• The system enforces data integrity using foreign keys and cascades deletions automatically
• To exit, choose the exit option from the menu

Project Structure

your-project/
├── .env                 ← your credentials
├── .env.example         ← template
├── .gitignore
├── database.py
├── entry_model.py
├── file_store.py
├── main.py
├── user.py
├── requirements.txt
├── budget_app.sql
└── saves/               ← auto-created, stores user CSV files

Security

• Passwords are hashed using bcrypt before storing in the database
• Database credentials are stored in a .env file and never committed to version control
• The saves/ folder containing user CSV files is excluded from Git via .gitignore

Note

• Ensure MySQL server is running before starting the application
• Never share or commit your .env file