A robust Excel-based financial planner designed to help users manage their finances effectively. Built using VBA, this tool allows seamless tracking of expenses, income, and savings, providing users with clear and actionable insights into their financial health.

• Expense and Income Tracking: Easily input and track daily expenses and income to manage your budget. 💵
• Savings Goals: Set and monitor progress toward your savings goals with dynamic progress indicators. 🏦
• User-Friendly Interface: Includes 6 custom forms for an intuitive experience. 🖥️
• Efficient Calculation System: Over 30 macros streamline backend calculations, reducing manual work. ⚙️

• Excel VBA: Core language used to automate calculations and build user interfaces. 🖱️
• UserForms: Designed for easy interaction and data input. 📝

• Microsoft Excel (2010 or later)
• Macros enabled for full functionality

1. Clone or download this repository.
2. Open FinancialPlanner.xlsm in Excel.
3. Enable macros when prompted to allow full functionality of the financial tool.

• Dashboard Output transactions from any period. See stats like budget, total income, total expenses, etc.
• Transaction Input Record and categorize transactions that the tool can analyze
• Goal Monitoring Goals with priorities can be added and contributed to, dynamically adjusting budget
• Financial Advice Receive financial advice to achieve specific goals or for overall health