These are projects posted by the students of Dr. Gove Allen at Brigham Young University. These students have taken one semester-long course on VBA and generally have had no prior programming experience

Tuesday, April 13, 2010

Personal Finance Tool

There is one thing that most people, regardless of nationality or culture, have in common: Concerns about money. My project is not meant to solve the world’s monetary issues, but rather it is meant to be a helpful tool in the quest to get a handle on one’s everyday expenses. I call my project “The ₵entinel: Guardian of Your Dollars and ₵ents” because I look at it as a guard against ignorant spending.

Over my adult life I have used several different software solutions to keep track of my personal finances and have been seriously disappointed in all of them for various reasons—cost and/or functionality being the two biggest. The ₵entinel is my preliminary attempt at a solution to these and other personal finance pickles.

In its current form, this tool is able to automatically download personal checking account data (only from Wells Fargo’s website at this time), format the data and categorize the data according to customized spending categories. This tool can also “learn” over time—meaning that new or unfamiliar expenses will trigger a manual categorization process that the tool will use in future auto-categorization processes. In its final form, this tool will eventually evolve into a total financial tool, both for short-term management as well as long-term planning.

Project File

1 comment:

  1. Hi,

    You have a nice blog. I just came across this website They seems to be specialized in personal finance, debt management etc. Just thought of mentioning them here as it may help someone in need.


Blog Archive