These are projects posted by the students of Dr. Gove Allen at Brigham Young University. These students have taken one semester-long course on VBA and generally have had no prior programming experience

Monday, April 11, 2016

WF Credit Card Statement Analysis

This program analyzes an annual credit card statement (in .csv form) using a downloaded template from Wells Fargo. The statement template contains seven column fields including a "master category" and "subcategory" fields. The program contains two executable procedures that are activated by clicking its respective button. The first procedure allows the user to edit the active cell row with a user form. Only the master category and subcategory are allowed to be changed to enable the user to re-categorize transactions. The second procedure creates a pivot table that sums the amounts for the master and subcategory fields and generates a chart for comparison. The purpose of this program enables a quick and easy analysis of a Wells Fargo credit card statement.

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