FinTrack: A Comprehensive Accounting Management System 💸

FinTrack is an advanced database-driven accounting system designed to streamline financial management processes for businesses of all sizes. The system provides a robust platform for managing financial transactions, generating accurate reports, and ensuring compliance with accounting standards. Built using a relational database, FinTrack enables secure storage, retrieval, and manipulation of financial data, offering users a reliable tool to monitor and manage their accounts.

FinTrack is an ideal solution for businesses seeking to enhance their accounting processes, improve financial oversight, and ensure the accuracy of their financial data.

Repository Structure

│   .DS_Store
│   FEATURES.md
│   LICENSE
│   README.md
│
├───docs
├───images
├───screens
└───src
    ├───database
    └───interface
        └───__pycache__

Getting Started

Requirements

• Python 3.x
• Required Python packages (specified in requirements.txt)
• QT Designer
• ODBC Driver 17 for SQL Server for database connectivity
• Microsoft SQL Server Management Studio (SSMS)

Installation

1. Clone the repository:

   git clone https://github.com/samiyaalizaidi/FinTrack.git
   cd FinTrack

2. Install dependencies:

   pip install -r requirements.txt

3. Set up the database in SSMS:

   • Install SQL Server Management Studio (SSMS)
     • Download and install from the official Microsoft Website
   • Open SQL Server Management Studio (SSMS).
   • Create the database.
     • Run src/database/script.sql in the master DB to create and populate the database.
     • The database can also be created manually by right-clicking on Databases in the Object Explorer and selecting New Database
   • Optional: If the DB was created manually, the dummy data can be populated by running the src/database/data.sql file in your newly created database.
   • Ensure the database is correctly configured and available for connection.

4. Update the database connection string in src/interface/dashboard.py:

   Replace the following code with your connection details:

   server = 'DESKTOP-6M55HJA\\SQLSERVER1'  # Update with your server name
   database = 'FinTrack'  # Name of the FinTrack database
   use_windows_authentication = True  # Set to True if using Windows Authentication
   username = 'your_username'  # Specify a username if not using Windows Authentication
   password = 'your_password'  # Specify a password if not using Windows Authentication
   
   # Create the connection string
   if use_windows_authentication:
       connection_string = f'DRIVER={{ODBC Driver 17 for SQL Server}};SERVER={server};DATABASE={database};Trusted_Connection=yes;'
   else:
       connection_string = f'DRIVER={{ODBC Driver 17 for SQL Server}};SERVER={server};DATABASE={database};UID={username};PWD={password}'

   • Server: Replace DESKTOP-6M55HJA\\SQLSERVER1 with your server instance name.
   • Database: Replace FinTrack with your database name if different.
   • Authentication:
     • For Windows Authentication: Set use_windows_authentication = True.
     • For SQL Server Authentication: Set use_windows_authentication = False and provide your username and password.

5. Run the application

   python src/interface/dashboard.py

Features

FinTrack is composed of multiple modules, each designed to address a specific aspect of accounting management. A detailed description of all features can be found in FEATURES.md.

Key highlights include:

• Intuitive Dashboard: A central hub for accessing all features.
• Financial Transactions: Track income, expenses, and other financial activities.
• Customizable Reports: Generate detailed financial statements for any date range.
• Relational Database Integration: Secure and efficient storage for your financial data.

Screens and UI

All UI screens for the project are designed using .UI files, located in the /screens directory. These are integrated into the application through PyQt6, ensuring a seamless and visually appealing interface.

Contributors

This project is developed and maintained by:

• Huzaifah Tariq Ahmed
• Daniyal Rahim Areshia
• Samiya Ali Zaidi