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💰 FinTrack – Financial Analysis & Reporting System

FinTrack is a Python-based financial analytics system designed to process transaction data, perform analysis, generate reports, and visualize insights. It provides a modular pipeline for handling financial datasets in an organized and extensible manner.


🚀 Features

  • 📥 Data Ingestion

    • Load and preprocess structured transaction datasets
  • 📊 Data Analysis

    • Perform statistical and logical analysis on financial data
  • 📈 Visualization

    • Generate charts and visual insights from processed data
  • 📄 Report Generation

    • Create structured reports (PDF/output files)
  • ⚙️ Modular Design

    • Clean separation of components for scalability and maintenance

🧱 Project Structure

PL-2-Project/
│
├── fintrack/
│   ├── analysis.py          # Core data analysis logic
│   ├── models.py            # Data models
│   ├── ingestion.py         # Data loading & preprocessing
│   ├── visualization.py     # Graph generation
│   ├── report.py            # Report creation
│   └── exceptions.py        # Custom exceptions
│
├── static/                  # Frontend assets
├── templates/               # HTML templates
│
├── sample_data/             # Sample datasets
├── reports/                 # Generated reports (ignored)
├── uploads/                 # Runtime uploads (ignored)
│
├── main.py                  # Entry point
├── server.py                # Backend/server logic
├── generate_pdf_sample.py   # Sample report generator
├── smoke_test.py            # Basic testing
├── requirements.txt         # Dependencies
├── .gitignore
└── README.md

⚙️ Installation & Setup

1. Clone the repository

git clone https://github.com/BhardwajYash18/PL-2-Project.git
cd PL-2-Project

2. Install dependencies

pip install -r requirements.txt

▶️ How to Run

Run main application

python main.py

Run backend server

python server.py

Generate a sample report

python generate_pdf_sample.py

📊 Typical Workflow

  1. Load dataset from sample_data/
  2. Process and analyze using analysis.py
  3. Generate visualizations
  4. Export reports to reports/

👥 Contributors

  • Yash Bhardwaj
  • Amey Shendre
  • Nidhi Dharme

🧠 Future Enhancements

  • Machine learning-based anomaly detection
  • Interactive dashboard (web UI)
  • Real-time data processing
  • Advanced financial analytics

⚠️ Notes

  • reports/, uploads/, and __pycache__/ are excluded via .gitignore
  • This project is intended for academic and learning purposes

📜 License

For educational use only.

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