Executive Summary
Mint.com is a financial website that safely aggregates your
banking information to produce budgets and allows the user to see all of their
finances in one place. The website is
designed for the masses and leaves a few items that I would like to personalize
to make the tool more useful. The excel
tool that I created is for personal use and will allow my family to better
forecast budget categories that have been previously difficult to
estimate. The difference is Mint.com
allows you to set a budget off of their suggested amount but it’s tough to set
a budget without seeing the previous months spend in that specific category. I’ve designed this tool to be a visual aid
and help the user estimate future costs.
My VBA project allows the user to download their Mint.com
transactions into excel by inputting their login information into a user
form. The excel file then has easy to
use buttons that pull up visual charts and a suggested average budget. This tool doesn't have a button for every
category in the budget because there are only four major categories that I need
a visual aid to evaluate before setting the next month’s budget.
I’ve also included a button to email a notification. Often when setting or analyzing a budget,
family members should be included with warning signs in the major spend
categories. This email notification
button allows the user to send a quick message to notify others that use the
same budget. It will also send the
active chart so others can visualize the category.
My VBA project will be beneficial to those that want to see
a visual graph of the previous month’s expenses in a certain category. This tool will allow more accurate forecasting
for the major category spends and allow a family to tighten the budget in the
categories that normally have a high variance expense month to month.
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