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How to use PHP to develop online financial management functions

Aug 27, 2023 am 10:05 AM
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How to use PHP to develop online financial management functions

How to use PHP to develop online financial management functions

Introduction:
With the advent of the digital age, financial management of individuals and businesses has become more and more important. . To manage their finances more efficiently, many people choose to digitize them and manage them online. As a widely used server-side programming language, PHP's flexibility and ease of use make it ideal for developing online financial management functions. This article will introduce how to use PHP to develop a simple and powerful online financial management function.

Step 1: Establish a database
First, we need to create a database to store financial-related data. In MySQL, create a database named financial_management and create two tables: expenses and income.

In the expenses table, we can store information related to each expenditure, such as date, amount, category and remarks.

CREATE TABLE expenses (

id INT(11) PRIMARY KEY AUTO_INCREMENT,
date DATE,
amount DECIMAL(10, 2),
category VARCHAR(50),
notes TEXT

);

In the income table, we can store information related to each income, such as date, amount, category and remarks.

CREATE TABLE income (

id INT(11) PRIMARY KEY AUTO_INCREMENT,
date DATE,
amount DECIMAL(10, 2),
category VARCHAR(50),
notes TEXT

);

Step 2: Create page structure
Next, we will create a simple page structure so that users can access it Financial management functions. In the index.php file, we create a basic HTML structure and include the required CSS and JavaScript files.



<title>在线财务管理</title>
<link rel="stylesheet" type="text/css" href="style.css">


<h1 id="在线财务管理">在线财务管理</h1>

<div class="container">
    <div class="menu">
        <ul>
            <li><a href="index.php">首页</a></li>
            <li><a href="expenses.php">支出</a></li>
            <li><a href="income.php">收入</a></li>
            <li><a href="summary.php">总结</a></li>
        </ul>
    </div>
    
    <div class="content">
        <!-- 内容区域 -->
    </div>
</div>

<script src="script.js"></script>


Step 3: Develop the expenditure function
In the expenses.php file, we will develop the expenditure function. We use an HTML form to collect user-entered spending information and save it into a database.

// Database connection
$db = new mysqli('localhost', 'username', 'password', 'financial_management');
if ($db ->connect_error) {

die('连接数据库失败: ' . $db->connect_error);

}

// Process form submission
if ($_SERVER['REQUEST_METHOD'] === 'POST') {

$date = $_POST['date'];
$amount = $_POST['amount'];
$category = $_POST['category'];
$notes = $_POST['notes'];

$sql = "INSERT INTO expenses (date, amount, category, notes) VALUES ('$date', $amount, '$category', '$notes')";

if ($db->query($sql) === TRUE) {
    echo "支出添加成功";
} else {
    echo "Error: " . $sql . "<br>" . $db->error;
}

}

$db->close();
?>

In the content area, we create a form for users to enter expenditure information.

<label for="date">日期:</label>
<input type="date" name="date" required>
<br>
<label for="amount">金额:</label>
<input type="number" name="amount" step="0.01" required>
<br>
<label for="category">类别:</label>
<select name="category">
    <option value="食品">食品</option>
    <option value="交通">交通</option>
    <option value="娱乐">娱乐</option>
    <option value="其他">其他</option>
</select>
<br>
<label for="notes">备注:</label>
<textarea name="notes"></textarea>
<br>
<button type="submit">添加支出</button>

Step 4: Develop revenue function
Similarly, in the income.php file, we will develop the income functionality. We use an HTML form to collect user-entered revenue information and save it into a database. The code example is similar to step three, just change the corresponding table name and fields.

Step 5: Develop the data summary function
In the summary.php file, we will develop the data summary function. We will obtain relevant data on expenses and income from the database, summarize and display it.

// Database connection
$db = new mysqli('localhost', 'username', 'password', 'financial_management');
if ($db ->connect_error) {

die('连接数据库失败: ' . $db->connect_error);

}

// Get the total expenditure
$sql = "SELECT SUM(amount) AS total FROM expenses";
$result = $ db->query($sql);
$row = $result->fetch_assoc();
$totalExpenses = $row['total'];

// Get the total income
$sql = "SELECT SUM(amount) AS total FROM income";
$result = $db->query($sql);
$row = $result->fetch_assoc();
$totalIncome = $row['total'];

$db->close();
?>

In the content area, we display these summary data .

Data summary

Total expenditure:
Total income:

Summary:
Through the above steps, we have successfully developed a simple and powerful online financial management function. Users can add expenses and income via web forms and their data will be saved in the database. Additionally, we present a simple summary of all data. Although this example only contains basic functionality, you can extend and improve it to suit your needs. Using PHP to develop online financial management functions can help you better track and manage your personal or business financial status.

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