1. Personal Finance Tracker
Dashboard Charts and Income & Expense Report
Income and spending is analyzed month over month with charts on a dashboard tab. The dashboard has a control that allows the user to scroll
to different 12-month time periods. Also, there is an Income & Expense report that breaks down month-to-date income and expenses with
conditional formatting indicators (Good/Bad/OK) showing how the user is doing in each category for the month.
2. User Form For Entering Transactions
Transactions are recorded via a user input form, which populates a database that keeps track of the category, description, amount, date, and
type of each transaction for the month.
3. Account Registers: Credit Card, Checking, & Cash
There are three account registers to keep track of Credit Card transactions, Checking Account transactions, and Cash transactions. As
transactions are entered via the user input form, the corresponding amounts and details are logged into the appropriate account register. These
registers can then be reconciled to credit card statements, bank records, and cash on hand.