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Joe
Joe

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Building a Django Financial Tracker: Planning, Goals, and Kickoff

Hi devs! I’m Hermit-commits-code, and I’m starting a hands-on series where I build a personal finance tracker from scratch—using Django and some modern frontend tools.

Why? Just like many devs, I want to better manage my money, but I also want a tool that fits my workflow and gives me a reason to level up my backend skills. Plus, I love sharing what I learn in public!


What Will This Project Do?

I’m aiming for:

  • Tracking income and expenses with details for each transaction
  • Categories (like Food, Rent, Salary) for every transaction
  • Summaries and analytics (totals, balances, breakdowns)
  • Search and filter tools (by category, date, amount, etc.)
  • A modern UI (planning to use HTMX for dynamic interactions after the backend is up)

Bonus goals:

  • CSV import/export
  • User authentication
  • Budgets and alerts
  • Analytics charts

Tech Stack

  • Backend: Django (Python)
  • Frontend: HTMX (for interactivity, later in the series)
  • Database: SQLite (simple for dev; upgradeable)
  • Platform: dev.to for blogging the journey

My Approach

  • Share every step, including the “why” behind design choices
  • Include code, commands, and explanations
  • Be honest about mistakes, pivots, and discoveries
  • Welcome feedback (and maybe even collaborators!)

What’s Next?

The next post will cover:

  • Creating a Python virtual environment
  • Installing Django
  • Bootstrapping the project folder

I’ll include all commands and code so you can follow along—or use this as a reference for your own Django projects.


Ready to build together? Let’s go!


Stay tuned for Part 2: “Setting Up Django From Scratch for Your Financial Tracker”

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