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

Thursday, December 9, 2010

Your Financial Dashboard

Executive Summary: does a terrific job with categorizing one’s financial transactions. However, when presenting data spanning more than two months, the user is unable to quickly determine how much of each category was accumulated in each particular month. Instead, the user finds that Mint aggregates the amounts from each month and presents a totaled number for the period. This is a problem if the user wishes to see a quick categorized summary for multiple months at one time.

My project involved producing a 12-month dashboard summary that will assist the user in quickly capturing and maintaining the categorized numbers for 12 months of financial data. This required accessing one’s account, navigating through the web page, importing the data, and presenting the results in a customized dashboard summary sheet. The dashboard also automatically produces graphs of importance for the user.

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