Personal Budget Expense Automation (Wells Fargo)

Project by: Nathan Petersen

This budget expense automation program aims to solve the issue of inaccurate expense allocation for personal budgets, and the inefficiencies with manually entering in this information.  The program has four main program steps:

1.       Downloads bank checking account information

2.       Allows user to first manually allocate expenses to correct expense categories, and save allocation percentages.

3.       As more allocation data are saved, the program learns to automatically allocate similar transactions, allowing increased accuracy and usefulness over time.

4.       Monthly transaction data are placed in a pivot chart for simple analysis.