Capstone: Your Personal Budget Tracker
Explore how to use SQL to analyze your personal finances by asking insightful questions about your spending habits. Learn to plan and execute queries that sum expenses, identify trends, and visualize results using JSON and interactive dashboards. This lesson guides you in thinking critically with data and collaborating with AI to turn raw numbers into actionable insights.
We'll cover the following...
Ask a real question
Every great SQL project starts with a question, not with code. Imagine you’ve been logging your personal finances for a few months. Your table is called transactions, and it looks like this:
ID | Date | Category | Description | Amount | Type |
1 | 2025-01-03 | Rent | January Rent | 1200 | expense |
2 | 2025-01-05 | Salary | January Paycheck | 3500 | income |
3 | 2025-01-07 | Groceries | Supermarket | 85 | expense |
4 | 2025-01-10 | Transport | Monthly Metro Card | 110 | expense |
5 | 2025-01-11 | Dining | Lunch Out | 25 | expense |
Now ask yourself: What do I actually want to know about my spending habits?
For example:
Where does most of my monthly income go?
Which categories could I reduce?
How much am I saving on average?
Suggest 3 meaningful SQL questions I can ask about my personal transactions table.
Pick one question that feels most interesting to you; that’s your starting point. ...