Created By: Ethan Lindstrom
Executive Summary
Over the last several years I have had accounts in 4
different banks and have tried 3-4 personal budget software programs. Each of
them has had features I like but I have not been completely satisfied with any
of the packages, or have run into incompatibility problems with data coming
from one of my financial institutions. I decided that building my own personal
finance program would alleviate those problems and give me control to build the
features that I want.
My new personal finance program imports transactions, checks
for overlap in the existing and incoming data, categorizes the incoming
transactions, has a user form to allow categorization of items that were not
categorized under existing rules, and sums the categories over the specified
date range to compare against the budgeted amounts. It also pulls all data for
the house I own and rent out to a separate sheet so I can keep track of my
gains/losses for that property.
I have included a file that can be used to test the import functionality of the program (Test Transaction Sample.csv).
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