Personal Budget Builder

Excel + Python app that generates a personal budget tool in Excel based on user input.

Overview

App to dynamically build a functional personal budget in Excel & Python based on user input.

Quick Start

• Download or clone the repository.
• Edit the Budget Items in the Inputs file to add your own expenses.
• Run python personal_budget_tool/app.py to generate your Excel File
• Confirm your changes are visibile in the summary & data tabs.

Models

Input (Budget Items)

Each Budget Item is generated from a row in the Inputs file.

• is_active
  • On/Off switch for each budget item
• is_seasonality
  • Boolean whether seasonality should be applied (ex. electric bill in summer)
• company_name
  • Company associated with budget item
• item_name
  • Budget item name
• category_name
  • Dropdown for category associated with budget item
• category_group
  • Higher-level grouping for categories
• display_group
  • Grouping of items in grids in tool
• item_type
  • Income / Expense
• item_amount
  • Budgeted amount
• frequency_type
  • Budgeted frequency (weekly, monthly, annually, etc.)
• frequency_day
  • Day of {x} associated with frequency (i.e. monthly on the 1st day)
• frequency_date
  • Full date associated with frequency (annual on 4/24, etc.)
• start_date
  • Start date for budget item
• end_date
  • End date for budget item
• notes

Application

InputConfig

A small handler used to prompt the user for entries in the Inputs file. Opens the Inputs file to allow you to view/edit prior to building the budget.

DataBuilder

• Reads data from Inputs, generates a calendar tied to the budget. Writes data out for use in the output. Stores logic behind working with frequency & deciding where budgeted amounts will be allocated by day.

BudgetApp

• In short, a massive wrapper for xlwings operations. The template itself is barebones, so all of the styling, formulas and data is coming via this module.

Dependencies

• Microsoft Excel
• Python 3.x
• xlwings >= 0.30.10