Executive Summary
This project runs
personal finance analysis based on the inputs of current month’s credit card
transactions, before-tax (Gross) paycheck amount, expense budget, savings goal,
and savings from last month.
After these data
are collected from the user by a user form, the project runs calculations and
analysis to output Federal, State, Local, Social Security, Medicare
Withholding, and Net Pay. The project also generates analysis of all incoming
and outgoing card transactions, gives a summary of expense amount in each
category. Then the project runs some Actual VS. Budget comparisons of your
expenses, savings, and if your goals are met.
After the number analysis are generated, the
user can choose to plot graphs based on the numbers, and this gives the user a
more visual understanding of his/her personal finance condition of the current
month. The user can also choose to clear contents and have the project ready
for next month’s use.
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