Finance Project: Overview & Tutorial

Welcome to the Finance Manager, a two-page application designed to help you manage and visualize your expenses and incomes. This document walks you through the core features of both the Expense and Income Manager and the Finance Overview, explaining how to enter data, navigate between pages, and view summary charts.

Go to Expense and Income Manager Go to Finance Overview

1. Application Overview

The Finance Manager is split into two main parts:

Expense and Income Manager:
- Add or Edit expenses and incomes.
- Download and Upload a JSON file of your finance data.
- Clear all local data if you need to start fresh.
Finance Overview:
- Upload your JSON data for display.
- Select a specific date range to see monthly breakdowns.
- Visualize your data in tables and charts.
- View summaries of monthly totals and differences.

2. Using the Expense and Income Manager

a) Adding an Expense

In the Expenses tab, fill out the form fields:

Name of Expense: short description or title (e.g., Rent).
Must Pay: indicates if it’s a mandatory expense.
Category: pick from the dropdown (e.g., Tax, Gifts, etc.).
Provider (Optional): who the expense goes to (e.g., Landlord).
Amount: numeric value in euros.
Payment Frequency: (Monthly, Yearly, Quarterly, Various).
Day of Month (Optional): if you pay on a specific day.

Click Add Expense to store it locally. Your new expense appears in the Expense List.

b) Adding an Income

Switch to the Incomes tab. The process is similar:

Name of Income (e.g., Salary)
Type (e.g., Salary, Various, etc.)
Amount in euros.
Payment Frequency with month selection if needed.

Click Add Income to store it locally. Your new income appears in the Income List.

c) Editing & Deleting

Each entry in the lists has:

Edit - Pre-fills the form so you can update that entry.
Delete - Removes the entry entirely.

d) Download / Upload / Clear

Download JSON - Saves all expenses & incomes into a JSON file.
Upload JSON - Replaces local data with that from the file.
Clear All Data - Erases everything from local storage.

Then click Go to Finance Overview to open the Finance Overview.

3. Using the Finance Overview

a) Upload JSON File

If you haven’t loaded data yet, select a JSON file containing expenses and incomes and click Upload.

b) Selecting a Date Range

Choose a start and end month-year, then click Generate Tables. This populates:

Expenses Table - with monthly columns for the selected range.
Incomes Table - also shows monthly columns.

Monthly Summary totals up monthly Expenses, Incomes, and their Difference, with color-coded cells (green for positive, red for negative).

A Bar Chart compares expenses vs. incomes, and a Line Chart shows how the difference changes over time.

4. Tips & Best Practices

Regularly download your JSON for backup or use on another device.
Use quarterly/yearly frequencies carefully, making sure you select the correct months.
Positive differences indicate saved money each month; negative differences show overspending.

Conclusion

The Finance Project is designed to streamline your financial data entry in the Expense and Income Manager and provide a clear overview in the Finance Overview. If you have any questions or feedback, let us know!