Bank Account Tracking
Executive Summary
My wife and I are very careful with our money, but our
credit union’s website does not have the best tools to help us see what is
happening with our money in a graphical way. The goal of this project was to
create a tool that I could use that would log in to my bank account, extract a
set of data, write it to a worksheet and then create a chart that represents that
data. This was the bulk of the project and I found ways to make my code do all
of those things.
In addition, I wanted a way to keep track of receipts I get
by category, so I made a user forms to enter in receipts as well as edit them
if I’ve made a mistake. The form gathers the date, store, amount, and category
of each receipt, making it easy to keep track of where our money is going. Rather
than manually enter the categories, they are validated by checkboxes so the
user cannot enter in a category I’m not tracking.
Finally I created a new ribbon titled ‘Financials’ that runs
all of this code. The result is a powerful tool that’s both easy to use and
looks clean, and I’m very excited about it.
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