A Project Report on

Expense Tracker Application Software

Submitted by
Saurabh Mishra – 4126
Sachi Thakur – 4127
Pratik Singh – 4128
Shweta Singh – 4129
Nikita Malviya – 4130
Under the esteemed guidance of

Mrs. Sherlyn Kevin, Mrs. Jyothsna Anthal

 TABLE OF CONTENT

Sr. No Topic Page

No.
1 Chapter 1: Introduction
2 1.1 Introduction 03
3 1.2 Objective 03
4 1.3 Scope 04
5 1.4 Hardware Requirements 04
6 1.5 Software Requirements 04
7 1.6 Problem Definition 05
8 1.7 Functional Requirements 05
9 1.8 Non-Functional Requirements 09
10 Chapter 2: Key Features
11 User Benefits and Key Features 09
12 Chapter 3: System Analysis & Design
13 2.1 Activity Diagram 10
14 2.2 ER Diagram 11
15 Chapter 4: Conclusion 11
INTRODUCTION:
An Expense Tracker is a tool or software application designed to help individuals, businesses, or
organizations manage and monitor their spending. In today's fast-paced world, keeping track of
expenses has become essential to maintaining financial health, whether for personal budgeting or
business operations. The primary purpose of an expense tracker is to provide users with an easy
and efficient way to record, categorize, and analyze their expenses, enabling better decision-
making and financial planning.
For individuals, an expense tracker helps manage day-to-day expenses, set budgets, and gain
insights into spending habits. For businesses, it aids in managing operational costs, ensuring
financial control, and preparing accurate financial reports. By automatically categorizing
transactions, providing visual insights through charts, and offering budget management features,
an expense tracker ensures users stay within their financial limits and avoid overspending.
In the digital age, expense trackers come in many forms, from mobile apps to web platforms, all
offering features such as receipt scanning, integration with bank accounts, and real-time
spending updates. The simplicity and accessibility of these tools have made them a must-have for
anyone looking to keep a close eye on their financial situation.
Overall, an expense tracker is a valuable tool that not only helps users monitor where their
money is going but also helps set financial goals and make smarter spending decisions for the
future.

OBJECTIVES:
The main objective of the Expense Calculation Website using Core Java is to provide a user-
friendly and efficient platform for tracking, managing, and analyzing expenses. Some are –

• User Expense Tracking – Allow users to add, edit, delete, and categorize their expenses.
• Expense Categorization – Organize expenses into categories like food, rent, and
utilities.
• Filtering & Search – Enable users to filter expenses by date, category, or amount.
• Mobile & Desktop Friendly – Ensure a responsive UI for seamless access on all device.
SCOPE:
➢ Expense Entry:
• Users can add and edit details of each expense (e.g., amount, category, date,
description).
• Option to set recurring expenses (e.g., monthly subscriptions).
➢ Categorization of Expenses:
• Categorize expenses into predefined or custom categories (e.g., groceries,
entertainment, transport).

HARDWARE REQUIREMENTS:
• Windows computer/laptop with monitor and mouse/touch input and other common
hardware peripherals.
• Android smartphone (for user).

SOFTWARE REQUIREMENTS:
➢ Operating System:
• Windows (7/10/11), macOS, or a Linux-based operating system (Ubuntu,
CentOS, etc.).
➢ JDK (Java Development Kit):
• JDK 8 or later (JDK 11+ recommended) for Core Java development.
• Java is essential for both backend development and connecting with databases.
➢ Web Server/Container:
• Apache Tomcat or any other servlet container for running Java web applications.
➢ Database:
• Relational Database such as MySQL.
PROBLEM DEFINATION:
Managing personal and business expenses manually can be time-consuming, error-prone, and
inefficient. Many individuals struggle to keep track of their expenditures, leading to
overspending, poor budgeting, and financial mismanagement. Existing solutions may either be
too complex for everyday users or lack essential features like categorization, and overspending.
A Core Java-based Expense Calculator aims to provide an easy-to-use, secure, and efficient
platform for users to track, manage, and analyze their expenses in an organized manner.

Issues and Their Impact:

1. Lack of Proper Expense Tracking → Financial Mismanagement
Without an efficient system, users fail to track daily expenses, leading to uncontrolled
spending and difficulty in managing finances.

2. Manual Budgeting is Inefficient → Time Consumption & Errors

Setting and maintaining budgets manually is tedious and prone to errors, making it
difficult for users to stick to financial goals.

3. Data Inconsistency and Loss → Risk of Losing Important Financial Records

Paper-based or spreadsheet tracking lacks security and backup options, increasing the
risk of losing crucial financial data.

4. Lack in Understanding Inflation → Erosion of Savings Value

Without awareness, people may save money without considering inflation, resulting
in savings losing real value over time.

FUNCTIONAL REQUIREMENTS:
1.Programming Languages

The application is built using Core Java with the following key elements:

• JDK 8 or later (JDK 11+ recommended for improved performance and security).
• Core Java is used for:

• Backend logic implementation.

• Handling expense data processing.
• Managing interactions with the database.
2. Database Management

The system requires a relational database to store and manage expense records. Supported
databases include:

• MySQL – Recommended for large-scale deployment with robust security and multi-user
support.

Database Structure:

➢ Expense Table:

• expense_id (Primary Key)

• amount (Decimal value)
• category_id (Foreign Key)
• date (Date format)

➢ Category Table:

• category_id (Primary Key)

• category_name (e.g., Food, Rent, Transport)

Relationship: One-to-Many (1:M) Relationship between Category and Expense.

3. Expense Management

Users can efficiently manage their expenses through the following functions:

➢ Add Expense: Users can input details such as:

• Amount
• Date
• Category (Predefined or Custom)

➢ Edit Expense: Users can modify existing expense details for corrections or updates.

➢ Delete Expense: Users can permanently remove unwanted or incorrect entries.

Example Workflow:

1. User navigates to the Add Expense page.

2. Fills in mandatory fields such as Date, Amount, and Category.
3. Clicks on Add Expense to save the entry.

• If all details are correct, a "Content Added" confirmation appears.

• If details are incomplete, a "Content Not Added" message prompts the user to
re-enter data.

4. Expense Categorization

The application allows users to:

➢ Categorize expenses into:

• Predefined Categories: E.g., Groceries, Rent, Entertainment, etc.

• Custom Categories: Users can create personalized categories for tailored
tracking.

➢ Category Management:

• Add new categories.

• Edit or delete existing categories.

5. Search and Filter Expenses

To simplify data access and improve usability, users can:

➢ Search Expenses: By specific keywords, dates, or category names.

➢ Filter Expenses: Based on:

• Date Range: View expenses for specific timeframes (e.g., monthly or weekly).
• Category: Filter by selected categories for better analysis.
• Amount Range: Identify expenses above or below a specific threshold.
6. User Management

The system provides essential user control features for security and accessibility:

➢ User Registration and Login: Ensures secure access with:

• Email/password combinations.
• Optional OTP or Google Login for enhanced security.

➢ Profile Management: Users can update personal details such as name, email, and
contact information.
➢ Role-Based Access (Optional): Allows multi-user support for family or business
expense tracking.

7. File and Navigation Structure

To ensure an organized system layout, the following navigation structure is suggested:

➢ Homepage: Provides access to key features like adding, viewing, and filtering expenses.
➢ Expense Management Page: Dedicated section for adding, editing, and deleting
expenses.
➢ Category Management Page: For adding or modifying expense categories.
➢ Search/Filter Panel: An intuitive interface to refine search results quickly.
 NON – FUNCTIONAL REQUIREMENTS:
1. Performance Requirements:
• The system should process transactions and display results within 2 seconds.
• The database should efficiently handle a large number of expense records.

2. Usability Requirements
• The user interface (UI) should be intuitive, clean, and responsive for all devices.
• The system should provide easy navigation and accessibility for non-technical
users.

3. Maintainability and Upgradability

• The system should be designed for easy updates and maintenance.
• The codebase should follow modular programming principles to allow future
enhancements.

4. Availability & Reliability

• The system should have 99.9% uptime, ensuring constant availability.
• Proper error handling and auto-recovery in case of system failure.

USER BENEFITS:
1. Better Financial Management – Helps users track expenses, set budgets, and control
spending.
2. Time-Saving – Reduces manual expense tracking effort.

KEY FEATURES:
1. User Registration & Login – Secure authentication (email/password, OTP, or Google
login).
2. Profile Management – Users can update personal details.
3. Role-Based Access (Optional) – Multi-user accounts for family or business tracking.
ACTIVITY DIAGRAM
ENTITY – RELATIONSHIP DIAGRAM

CONCLUSION:
The Expense Tracker Website provides an efficient and user-friendly platform for tracking and
managing expenses using Core Java. It enables users to categorize expenses, set budgets, and
generate reports, ensuring better financial control. The intuitive interface makes it accessible to
all users, simplifying financial management.
With a focus on security, availability, and scalability, the system ensures reliable data storage and
easy access. It minimizes manual errors and enhances financial awareness. Future enhancements
like AI-driven insights, mobile support, and cloud storage can further improve its functionality,
making it a valuable tool for effective expense management.