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Capstone: Your Personal Budget Tracker

Explore how to apply SQL skills to track your personal budget by asking focused questions and writing queries that analyze spending categories and savings. This lesson guides you through planning queries, running data analysis, and visualizing results in an interactive dashboard. Learn to collaborate with AI tools to deepen insights and develop an effective data-driven budget tracker.

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 ...

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