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, April 14, 2011 Transaction Aggregator

In Managing our personal finances, I have learned to use and appreciate the simplicity that offers through compiling all financial data in one place. However, I don't like the way the categories are set up. The goal or this project is to take advantage of the way grabs transactions from all personal financial accounts, and create a way to download the transaction data to a excel document. From there I create a dashboard and several other sheets to analyse our finances. I have only completed a basic dashboard to analyse the data and deeper level of analysis is yet to come. Of particular interest is a sheet calculating our plan to play off our student loans. This excel file will download all your transactional data in one place and allow you to manipulate it the way you want. (Note: internet explorer must be set to download new files to the same folder as you have this excel file)

1 comment:

  1. The download links above don't seem to work for me. Is there another place I can download the file to look at the code?

    Thanks in advance,
    BYU Alum - Jon Viray


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