Thursday, April 16, 2015

Debt Elimination Excel-eration! - Jonathan Sánchez

My philosophy with debt elimination is that it is a mental game. There needs to be motivating factors in place in order to stick to the program and become debt free. One great motivating factor is simply the elimination of a single debt. Therefore, prioritizing your debts is an important element in any debt-free plan.

The Problem
This VBA project was done with the intention to help students I teach at finance seminars. I’ve noticed people are overwhelmed with many different forms of debt (frequently 10+ debts per person), and sitting down and prioritizing the debts in an elimination plan is a daunting task.

The Solution

My ‘Debt Exceleration 1.0’ VBA project uses an algorithm that prioritizes debts in a debt-snowball schedule based primarily on the size of the balance (90% weight), and secondarily on the interest rate (10% weight). It creates debt schedules for each debt as well as a graphical dashboard.

The goal is to motivate while also saving on interest expense where possible. I plan to distribute this project to past, current, and future students. 

Do you have more than one debt? Try it out!



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