For my project I have built a tool that helps me to quickly
and easily analyze my personal financial data.
This tool imports financial data from my bank account and credit card
account into Excel into a designated format with the click of a button. With the data formatted and placed into an
Excel spreadsheet I then have a user form that allows me to categorize, edit,
and add transactions for both financial accounts. In addition to this there are buttons that
will automatically build a pivot table for cross sectional analysis and a chart
for visual analysis. This tool saves me
a lot of time and is very convenient for monitoring my finances and making
financial decisions.
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