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README.md

💰 Project 31 – Expense Manager CLI (MongoDB Backend)

🧰 Tech Stack

Python MongoDB Rich CLI

🧠 Project Overview

Expense Manager CLI is a database-powered command-line application that allows users to manage:

  • ✅ Income records
  • ✅ Expense records
  • ✅ Total balance calculation
  • ✅ Category-wise expense summary

Unlike the previous JSON-based version, this project uses MongoDB for permanent, scalable storage.

📌 This project introduces students to real-world database usage in CLI apps.

📁 Project Structure

Project_31_Expense_Manager_DB/
│
├── main.py          # Main CLI application
└── requirements.txt # Python dependencies

✨ Features

  • Add income entries
  • Add expense entries with category & notes
  • Automatic date recording
  • View total income, expenses & balance
  • Category-wise expense summary (table)
  • MongoDB-based persistent storage
  • Rich-powered colorful CLI interface

⚙️ Prerequisites

  • Python 3.10+

  • MongoDB

    • Local MongoDB OR
    • MongoDB Atlas

  • Basic knowledge of CLI & Python functions

🔌 MongoDB Setup

Option 1️⃣ Local MongoDB

mongodb://localhost:27017

Option 2️⃣ MongoDB Atlas

  1. Create a cluster
  2. Create database user
  3. Whitelist IP
  4. Copy connection string

Update in main.py:

MONGO_URI = "your_mongodb_connection_string"

📦 Installation

1️⃣ Clone the Repository

git clone https://github.com/yourusername/expense-manager-db.git
cd expense-manager-db

2️⃣ (Optional) Create Virtual Environment

python -m venv venv
source venv/bin/activate     # Linux/macOS
venv\Scripts\activate        # Windows

3️⃣ Install Dependencies

pip install rich pymongo

▶️ Run the Application

python main.py

🖥️ CLI Menu

====== Budget Tracker CLI ======
1. Add Income
2. Add Expense
3. View Balance
4. Expense Summary
5. Exit

🗃️ Database Schema (MongoDB)

All records are stored in one collection using a type field.

📌 Income Document

{
  "type": "i",
  "amount": 5000,
  "source": "Salary",
  "date": "2025-01-12"
}

📌 Expense Document

{
  "type": "e",
  "amount": 500,
  "source": "Food",
  "note": "Lunch",
  "date": "2025-01-12"
}

📊 Expense Summary Output

┌───────────┬────────┐
│ Category  │ Amount │
├───────────┼────────┤
│ Food      │ 1200   │
│ Travel    │ 800    │
│ Shopping  │ 1500   │
└───────────┴────────┘

🧠 Concepts Covered

  • MongoDB CRUD operations

  • PyMongo (insert_one, find)

  • Data aggregation using Python

  • CLI menu loop

  • Rich:

    • Tables
    • Prompts
    • Styled output

  • Date handling (datetime)

  • Database-backed application design

🆚 Project 30 vs Project 31

Feature Project 30 Project 31
Storage JSON File MongoDB
Scalability ❌ Limited ✅ High
Database Skills ❌ No ✅ Yes
Real-world Ready ⚠️ ✅

🚀 Possible Enhancements

  • Monthly reports
  • Date range filters
  • User-based expenses
  • Export to CSV
  • FastAPI + Web UI version
  • Authentication layer

👨‍💻 Author

Pinaka

📘 CodeShiksha – Python Mastery Course 🎯 Beginner-friendly real-world database project