Budget and Expense Tracker System in PHP Free Source Code

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Introduction

This is a PHP Project entitled Budget and Expense Tracker System. This system is a web-based application that manages your personal/small business budget and expenses. With this, you can easily track the entries budget and expenses by category. The project is simple, has a pleasant user interface, and is easy to use.

About the Budget and Expense Tracker System

This Budget and Expense Tracker System was developed using PHP, MySQL Database, HTML, CSS, JavaScript (Ajax and jQuery), Bootstrap, AdminLTE Template, and other plugins/libraries. The system has a secure login feature. The list all the budget categories dynamically. Expenses will depend on the current balance that does the category have which means that the user can only store expense data less than or equal to the category's current balance. The system also generates date-wise budget entry and expenses reports. The summary of the balances is shown on the dashboard page and each balance of the categories is automatically updated when new budget entries and expenses records are created.

How to Use:

The system is easy to use but the following is a must and in order when the system data/records are still empty.

  1. Log in to the system using the user system credentials.
  2. Populate the list of budget categories.
  3. Create/Populate the list of budget entries.
  4. After the steps above, you now manage or create an expense record.

Features

  • Secure Login
  • Manage Category List
  • Manage Budget Entries
  • Manage Expenses
  • View Balances Summary
  • Generate Printable Budget Report
  • Generate Printable Expense Report
  • Date-wise Reports
  • Manage System Information
  • Manage Account Details

Sample Snapshots

Dashboard Page/Balances Summary

B&E Snapshots

Budget Entries Report

B&E Snapshots

Expenses Report

B&E Snapshots

The Source Code is free to download on this website. Feel Free to download and modify the source code the way you wanted. Follow the instructions below to run this project.

How to Run

Requirements

  • Download and Install any local web server such as XAMPP/WAMP.
  • Download the provided source code zip file. (download button is located below)

Installation/Setup

  1. Open your XAMPP/WAMP's Control Panel and start the Apache and MySQL.
  2. Extract the downloaded source code zip file.
  3. If you are using XAMPP, copy the extracted source code folder and paste it into the XAMPP's "htdocs" directory. And If you are using WAMP, paste it into the "www" directory.
  4. Browse the PHPMyAdmin in a browser. i.e. http://localhost/phpmyadmin
  5. Create a new database naming expense_budget_db.
  6. Import the provided SQL file. The file is known as expense_budget_db.sql located inside the database folder.
  7. Browse the Budget and Expense Tracker System in a browser. i.e. http://localhost/expense_budget.

Default User Access Information:

Username: admin
Password: admin123

DEMO

That's it! You can now explore the features and functionalities of this Budget and Expense Tracker System in PHP. I hope this will help you with what you are looking for. Explore more on this website for more Free Source Code and Tutorials.

Enjoy :)

Note: Due to the size or complexity of this submission, the author has submitted it as a .zip file to shorten your download time. After downloading it, you will need a program like Winzip to decompress it.

Virus note: All files are scanned once-a-day by SourceCodester.com for viruses, but new viruses come out every day, so no prevention program can catch 100% of them.

FOR YOUR OWN SAFETY, PLEASE:

1. Re-scan downloaded files using your personal virus checker before using it.
2. NEVER, EVER run compiled files (.exe's, .ocx's, .dll's etc.)--only run source code.

Comments

Submitted byCrowned (not verified)on Tue, 09/07/2021 - 17:17

Great work Oretnom! It seems to work perfectly and does exactly what it needs to. I do have one question/suggestion. Would it be possible to add something like a Monthly Fee that automatically gets deducted from a specific budget?

Maybe with a checkbox on the expense management page where you can check "This is a monthly fee" or something along those lines. Same with things like income and saving accounts, those are (usually) static too. Either way, it works great ^^
Submitted byAnonymous (not verified)on Tue, 11/30/2021 - 21:23

How to register a user in this project
Submitted byAnonymous (not verified)on Mon, 05/01/2023 - 07:29

expense_budget_db needs its own username and password as most people will NOT have a root user without password defined. Had to update initialize.php with the actual values that I defined for the database. Before doing this your app just returned a blank page and logged a 500 error in the web server log.
Submitted byMANOJ KUMAR Y (not verified)on Sun, 03/17/2024 - 02:00

ER diagram and Schema diagram for above program
Submitted bySHREYA K V (not verified)on Mon, 03/18/2024 - 11:21

How to add new user? there is no option to register for a new user

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