Expense Recorder & Analyzer

Executive Summary

The idea for the project I created came as a result of my family’s need to carefully track our expenses. I wanted a means to track where most of our money is spent so as to ensure that our budget is balanced. With that in mind, the project that I created enables users to input data into the workbook that is subsequently exported via text file and stored in an “Expense Data” folder. The program stores each text file by date, making it possible for the user to store a new expense data file per day, but also giving the user the ability to decide how often he/she decides to do so.

Along with the capability to store expense data, I needed the ability to analyze that stored data. Thus, the program that I created has the ability to import data from the “Expense Data” folder for any user-requested date range. The program then sums up all the imported expense data and creates two charts – a bar graph that details the total per expense category and a pie chart that breaks down the total expenses into percentages per category. The program is able to create charts for many different date ranges at a time to enable the user the ability to analyze how one date’s expenses affected the expenses for the overall range of dates. Again, the benefit here is that the program has given me the ability to analyze one day’s worth of data or years of it, simply by entering a date range.

http://files.gove.net/shares/files/10f/lopezo/ERA.pdf
http://files.gove.net/shares/files/10f/lopezo/VBA_Final_Project.xlsm