Executive Summary
I decided to create a tool that would allow me to access my personal banking data from Chase Bank. I wanted to have the following functionality:
- · Display current balances in checking, savings, and credit cards
- · Sort expenses according to categories, month of purchase, and year of purchase
- · Download my banking information automatically
- · Ability to search through my data for specific purchases
- · View and edit specific purchases
- · Have a yearly review feature where the user could review all the purchases for an entire year or all purchases together
I have incorporated all of this functionality into a tool that I call the Chase banking tool.
- http://files.gove.net/shares/files/11w/ollie07/Project_WriteUp.pdf
- http://files.gove.net/shares/files/11w/ollie07/Chase_Login_Example.xlsm
- http://files.gove.net/shares/files/11w/ollie07/car.jpg
- http://files.gove.net/shares/files/11w/ollie07/chase.jpg
- http://files.gove.net/shares/files/11w/ollie07/merchandise.gif
- http://files.gove.net/shares/files/11w/ollie07/misc.jpg
- http://files.gove.net/shares/files/11w/ollie07/restaurant.gif
- http://files.gove.net/shares/files/11w/ollie07/services.jpg
- http://files.gove.net/shares/files/11w/ollie07/total.jpg
- http://files.gove.net/shares/files/11w/ollie07/travel.gif
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