Personal Finance Dashboard - Caleb Brigman

The project was to create a personal finance dashboard to track spending relative to budget goals. Currently, my wife and I’s finances a spread across four bank accounts and three consumer credit lines which has made it difficult to track. Each of the banks uses a different format for exporting account information which takes hours to standardize and then label according to the spending area. The purpose of the project was to automate this process so it can be completed monthly and create a dashboard to allow us to easily see our spending relative to our goals.

                The dashboard tool has three major parts. First, the tool imports account activity from CSV files. Each transaction is standardized and labeled with one of the spending goals. Labels are selected for a type of transaction the first time it is imported into the tool and then is automatically labeled thereafter. Second, the transaction data is compiled and added to the dashboard. The dashboard includes overall numbers for each account as well as monthly numbers by spending area. The compiling is only done for months that are already over and when the numbers have not been compiled previously. Third, only the dashboard is published as a PDF and emailed via Outlook to my wife and me.

 

Project File

http://files.gove.net/shares/files/15w/wbrigman/Personal_Finance_VBA_Project_with_Fake_Data.xlsm

Write-up
http://files.gove.net/shares/files/15w/wbrigman/VBA_Project_Personal_Finance_Dashboard_Caleb_Brigman.pdf

File to test statement loading
http://files.gove.net/shares/files/15w/wbrigman/Statement_to_Test_-_BECU_Checking.csv