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Daily Expense Tracker Final Year PHP Project Report
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Abstract
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Table of Content
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01
Introduction
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02
Problem Statement
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03
Existing System
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04
Proposed System
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05
Objectives
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06
System Architecture
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07
Major Functional Modules
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08
Hardware Requirements
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09
Software Requirements
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10
Future Enhancement
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11
Conclusion
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12
References
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Abstract
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Table of Content
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01
Chapter 1 — Introduction
- 1.1 Background of the Project
- 1.2 Problem Statement
- 1.3 Objectives of the System
- 1.4 Scope of the Project
- 1.5 Existing System Overview
- 1.6 Proposed System Overview
- 1.7 Technologies Used
- 1.8 Overview
- 1.9 Limitations
- 1.10 Advantages
- 1.11 Disadvantages
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02
Chapter 2 — Literature Review / System Study
- 2.1 Introduction
- 2.2 Review of Similar Systems
- 2.3 Comparative Analysis
- 2.4 Software Development Models
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03
Chapter 3 — System Analysis
- 3.1 Introduction
- 3.2 Functional Requirements
- 3.3 Non-Functional Requirements
- 3.4 User Requirements
- 3.5 Feasibility Study
- 3.5.1 Technical Feasibility
- 3.5.2 Economic Feasibility
- 3.5.3 Operational Feasibility
- 3.6 System Architecture
- 3.7 Data Flow Diagram (Level 0)
- 3.8 Data Flow Diagram (Level 1)
- 3.9 Data Flow Diagram (Level 2)
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04
Chapter 4 — System Design
- 4.1 Introduction
- 4.2 Use Case Diagram
- 4.3 Class Diagram
- 4.4 Sequence Diagram
- 4.5 Activity Diagram
- 4.6 ER Diagram
- 4.7 Database Schema
- 4.8 Table Structures
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05
Chapter 5 — System Implementation
- 5.1 Introduction
- 5.2 Development Environment
- 5.3 Tools and Technologies Used
- 5.4 Hardware Requirements
- 5.5 Software Requirements
- 5.6 Module-wise Implementation
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06
Chapter 6 — Testing
- 6.1 Introduction
- 6.2 Testing Strategy
- 6.3 Unit Testing
- 6.4 Integration Testing
- 6.5 System Testing
- 6.6 Test Cases
- 6.7 Bug Reports
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07
Chapter 7 — Results and Discussion
- All screenshots
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08
Chapter 8 — Conclusion and Future Enhancements
- 8.1 Conclusion
- 8.2 Future Enhancements
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09
Chapter 9 — References
Project's Overview
Daily Expense Tracker is a web-based expense management system built with HTML, CSS, JavaScript, PHP, and MySQL that helps users track daily spending, manage expense records, and generate detailed reports. This expense tracker project includes secure user registration and login, expense categorization, brand and payment mode management, search and filter options, and date-wise, monthly, and yearly expense reports. It also features an admin panel to manage users, categories, brands, payment modes, and all expense entries from one dashboard. Designed for simple and organized financial record keeping, this daily expense tracker using PHP and MySQL is ideal for students, beginners, and developers looking for a practical expense management system project with reporting and user management features.
Login Credentials
To access the project, use the default admin or dummy user credentials created by the seed file. If the login details are not already available in the database, run the seed file first to automatically insert the admin account and dummy user data.
- Run the seed file after importing the main database.
- The seed file will create:
- Admin login credentials
- Dummy user account
- Sample categories, brands, payment modes, and expense records
After running the seed file, you can log in with the generated admin and user credentials and test all project features properly.
You can also write it like this in a more professional format:
Default Login Credentials
This project includes a seed file to generate default admin and dummy user login credentials. Before logging in, run the seed file to insert the required sample data into the database. It will create the admin account, user account, and other demo records needed to test the system successfully.
1. Admin Login
- Admin login with username/email and password
- Password validation before login
- Invalid login error message
- Logout functionality
2. Admin Dashboard
- View total registered users
- View total expense categories/brands
- View total expenses added by all users
- View today’s expense total
- View monthly expense total
- View recent users list
- View recent expense entries
3. Manage Users
- View all registered users
- Search user by name or email
- Add new user manually
- Edit user details
- Delete user
- Activate/deactivate user account
- View user profile details
- View user expense records
4. Manage Expense Brand
- Add brand name
- Edit brand name
- Delete brand
- View all brands
- Search brand
- Prevent duplicate brand entry
5. Manage Expense Categories
- Add category name
- Edit category name
- Delete category
- View all categories
- Search category
- Assign category status active/inactive
6. Manage Payment Modes
- Add payment mode
- Edit payment mode
- Delete payment mode
- View payment mode list
Examples: - Cash
- Debit Card
- Credit Card
- UPI
- Net Banking
7. Manage Expense Records
- View all expense records of all users
- Search expense by date, user, category, or brand
- Filter expense records
- Edit any expense entry
- Delete any expense entry
- View expense details
- View today/weekly/monthly expense reports
8. Reports Management
- Date-wise expense report
- Category-wise expense report
- User-wise expense report
- Monthly expense report
- Yearly expense report
- Payment mode-wise report
- Brand-wise report
- Download/print report
9. Admin Profile Management
- View profile
- Edit profile
- Change password
- Update email/mobile number
10. Password Management
- Change admin password
- Old password verification
- Confirm password validation
1. User Registration / Signup
- New user signup with:
- Full name
- Mobile number
- Password
- Confirm password
- Email uniqueness check
- Password and confirm password match validation
- Registration success message
2. User Login
- User login with email/username and password
- Invalid login error message
- Account status verification
- Logout functionality
3. Forgot Password
- Forgot password form
- Verify registered email
- Reset password
- New password and confirm password validation
4. User Dashboard
- View total expenses
- View today’s expenses
- View current month expenses
- View recent expenses
- View category-wise expense summary
- View monthly summary
5. Manage Profile
- View profile
- Edit profile information
- Change password
- Update contact details
6. Add Daily Expense
User can add expense with the following fields:
- Expense title/name
- Expense amount
- Expense date
- Category
- Brand
- Payment mode
- Description/notes
7. Manage Expense Entries
- View all own expense entries
- Edit expense entry
- Delete expense entry
- Search expense by keyword
- Filter expense by:
- Date
- Category
- Brand
- Payment mode
- View single expense details
8. Manage Personal Expense History
- View day-wise expenses
- View week-wise expenses
- View month-wise expenses
- View year-wise expenses
- View category-wise total
- View brand-wise total
9. Expense Reports
- Generate date-wise report
- Generate monthly report
- Generate yearly report
- Generate category-wise report
- Generate payment mode-wise report
- Print/download report
10. View Expense Summary
- Total spent amount
- Highest spending category
- Highest spending month
- Number of expenses added
- Recent expense summary
1. Authentication
- Login
- Signup/registration
- Logout
- Session management
- Password encryption
- Access control for admin and user
2. Form Validation
- Required field validation
- Numeric validation for amount
- Date validation
- Duplicate email validation
- Password match validation
3. Search and Filter
- Search records by keyword
- Filter by date range
- Filter by category
- Filter by brand
- Filter by payment mode
4. CRUD Operations
- Create data
- Read data
- Update data
- Delete data
5. Database Operations
- Insert records
- Update records
- Delete records
- Fetch single/multiple records
To run the Daily Expense Tracker project, you need a local server environment that supports PHP and MySQL, such as XAMPP, WAMP, or Laragon. Since this project uses HTML, CSS, JavaScript, PHP, and MySQL, it will not run by opening files directly in the browser. You must place the project inside your local server directory and connect it with a MySQL database.
- Step 1: Install a local server
Download and install any local server software like XAMPP or WAMP on your computer. These tools provide Apache and MySQL, which are required to run PHP projects.
After installation, open the control panel of your local server and start both Apache and MySQL services. These two services must be running before you open the project in your browser.
- Step 2: Copy the project folder
Move your project folder into the server root directory.
For example:
XAMPP: htdocs
WAMP: www
If your project folder name is daily-expense-tracker, the path may look like C:\xampp\htdocs\daily-expense-tracker.
- Step 3: Create the database
Open your browser and go to phpMyAdmin by visiting:
http://localhost/phpmyadmin
Create a new database, for example daily_expense_tracker. After that, import the SQL file provided with the project into this database. This SQL file usually contains all required tables such as admin, users, categories, brands, payment_modes, and expenses.
- Step 4: Configure database connection
Open the project files and find the database configuration file. It is usually named something like:- config.php
- db.php
- connection.php
Update the database details with your local settings, such as:
- database host: localhost
- database username: root
- database password: empty by default in XAMPP
- database name: daily_expense_tracker
This step is important because the project will not connect to MySQL unless the correct credentials are set.
- Step 5: Run the project in browser
Open your browser and enter the project URL:
http://localhost/daily-expense-tracker
The homepage or login page should load. From there, you can access the user panel or admin panel, depending on how the project is structured.
- Step 6: Login with admin or user credentials
If the database SQL file includes default login details, use those credentials to sign in. If not, you may need to register a new user account first or manually add an admin record into the database.
Once logged in, you can test features such as adding expenses, managing categories, brands, payment modes, viewing reports, and checking the dashboard.
Important note:
If the project shows a database connection error, recheck the database name, username, password, and imported SQL file. If the page does not open, make sure Apache is running and the project folder is inside the correct server directory.
You can use this project smoothly after proper setup because it is designed to work as a PHP MySQL web application for daily expense management.
Requirements
- PHP
- MySQL
- Apache Server
- Web browser
- Localhost environment like XAMPP/WAMP/Laragon
Example local URL
- http://localhost/daily-expense-tracker
Example tools needed
- XAMPP or WAMP
- phpMyAdmin
- Code editor such as VS Code
README Included
Setup Support Available
To access the project, use the default admin or dummy user credentials created by the seed file. If the login details are not already available in the database, run the seed file first to automatically insert the admin account and dummy user data.
- Run the seed file after importing the main database.
- The seed file will create:
- Admin login credentials
- Dummy user account
- Sample categories, brands, payment modes, and expense records
After running the seed file, you can log in with the generated admin and user credentials and test all project features properly.
You can also write it like this in a more professional format:
Default Login Credentials
This project includes a seed file to generate default admin and dummy user login credentials. Before logging in, run the seed file to insert the required sample data into the database. It will create the admin account, user account, and other demo records needed to test the system successfully.