expenses_dashboard's Introduction

Expenses Analyzer Dashboard

This project provides a Streamlit-based dashboard for processing and visualizing expense data from CSV files.
The dashboard allows users to upload multiple CSV files, filter data by date range and categories, and visualize expenses through interactive pie and bar charts.

Features

Upload and Process CSV Files: Upload multiple CSV files and process them into a single DataFrame.
Category Management: Add and delete categories dynamically.
Data Filtering: Filter data by date range and selected categories.
Data Visualization: Visualize expenses by category and over time using pie and bar charts.
Download Processed Data: Download the processed and concatenated DataFrame as a CSV file.

Usage

Upload CSV files via the interface.
Use the sidebar to filter data by date range and categories.
View and interact with the visualizations.
Download the processed data as a CSV file.

License

This project is licensed under the MIT License.

To Do

Improve llm query/results for categories.
If user doesn't provide enough categories - make sure llm doesn't invent new ones.
Create functionality of category edits - add and delete.
Improve user messages/instructions/workflow.
Add checks that api responses match table size (and maybe loop).
per month merchant plot.
Add list of merchants per category.
Add number of transactions per category plot.
Save categories json function?
Encoding csv problem
Allow for row addition to the table (e.g. for cash transactions).
Delete duplicated rows from multiple csvs.
Set up a streamlit server.
genAI - set quotas.
Test Claude / Llama / Mistral API calls and pricing.
Test downloaded LLM model instead of API calls.

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