Kyle Durfee
Automated Personal Budget Workbook
I built a workbook to handle my personal finances. This
workbook allows the user to input account names, keep a general journal based
on modified accounting principles, and build a budget. The macros post the
different accounts to their own separate T-charts on individual worksheets,
build an income statement by account by month, build a balance sheet, and set
up a budget. Separate macros enable the user to make and save different budget
scenarios based on individual input, or using exponential smoothing.
The system also does some basic data validation to make sure
dates run chronologically, debits and credits add up, the accounts used are the
accounts listed, etc. The macros also form the spreadsheets.
This tool makes it very easy to tell where your money is going,
how much you’re worth, and identify places for improved spending habits. I made
a less effective version before, but created this one to be much more flexible,
dynamic, robust, and quick.
The Write-Up:
The Workbook:
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