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Personal Finance Tracker

A beginner-friendly SQL project to analyze monthly spending habits and financial health.

Features

  • Automated Categorization: Linked transactions to categories using Foreign Keys.
  • Monthly Burn Rate: Aggregated spending totals to track monthly outflows.
  • Savings Analysis: Calculated net savings percentage using conditional logic.

Data Visualization

Spending Pie Chart Visualizing category allocation from the SQL category_breakdown results.

Database Schema (EER Diagram)

EER Diagram Generated via MySQL Workbench to show table relationships.

How to Run

  1. Run data.sql to build the tables.
  2. Run schema.sql to populate dummy data.
  3. Execute the analysis files to see financial insights.

About

A SQL-based personal finance engine that transforms raw transaction data into actionable financial insights. Features automated expense categorization, monthly burn rate analysis, and savings logic using relational database schemas.

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