Expense Tracker
Do you know, that only 27% of adults in India meet a minimum level of financial literacy?
The journey towards financial literacy starts with knowing how your money is flowing through your pocket. So, to maintain & monitor the flow of money I have built "Expense Tracker Tool" using Excel & VBA
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The Entry Sheet is to enter the transactions performed. It is equipped to record 1.Amount of Transaction, 2.Credit or debit, 3.Mode of transaction, 4. Category of transaction
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The Summary Sheet summarises the transaction. You can add or remove expense categories & edit the allocated budget. Based on your transactions your expenses will be summarised automatically. Also, your balances & total expenses to date can be seen
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The Transaction sheet records entries done by you through Entry Sheet
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VBA & macros are used to record the data on the Transaction Sheet. Also, navigation buttons to particular sheets are based on Macros
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Radio buttons are used to choose to determine the type of transaction
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To summarise the transactions according to categories, the "Sumif" function is used
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PivotTable is used to record the "to-date expenses"
Expense Tracker Tool
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