Your One-Stop Destination for Managing Budgets and Gaining Financial Insights

This project helps users analyze their spending, savings, and investments, allowing for more informed financial decisions.

Business Insights Generated from the Monthly Reports

1. Savings Rate
2. Recurring vs Non-Recurring
3. Expense Efficiency
4. Highest Daily Expense
5. Lowest Daily Expense
6. Weekly Expense Analysis
7. Unexpected Expenses
8. Daily Spending Variance
9. Opportunity Cost Analysis
10. Psychological Spending
11. Needs, Wants, and Investments
12. Pending Payments
13. 1st 15 Days vs Last 15 Days
14. Max Expense Category
15. Top N Expense Categories
16. Weekdays vs Weekends
17. Category-wise Distribution by Day Type

Data Flow Diagram

Standard Operating Procedure (SOP) for Running the Code

1. DDL and Data Load Excel to STG:

   python -u "path\script.py"
   

2. Data Load STG to INT:

   python data_load.py finance_insights_stg finance_insights_int month_year
   

3. Data Load INT to WRK:

   python data_load.py finance_insights_int finance_insights_wrk month_year

4. Generate Reports using the commands provding month and year as arguments :

   python Generate_insights.py --month september --year 2024