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Excel - Simple savings planner for Projects.

This project was successfully completed by Aldo21 for $50 USD in 10 days.

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$10 - $30 USD
Completed In
10 days
Total Bids
14
Project Description

Scenario: You want to go for a holiday in 6 months, and you know you have to save up for it, so you can use this Project Savings Planner to help schedule your savings. In the planner you choose a category (same as any budget) and give the project a name, then list all the items you think will need and enter all the costs. When done, the costs will be added up and distributed and displayed within the budget so you can see if you can afford the savings and make decisions as you go, like editing the plan at any time to suit income.

The user will open a Budget spreadsheet and click 'Project Planner' button to open a form.

Step 1. The user will choose a category from a drop list, like House repairs, Entertainment (Holidays), or something, this list is simply a list in the spreadsheet.

Step 2. The user will give the new project a name, like "Holiday to mountains" or something.

Step 3. The user will enter a Start and End date for the duration of savings, so the project might be in 3 months, 6 months or even yearly.

Step 4. The user will select how they want to view the savings schedule, like how much they save each week, fortnight or month, and this will be displayed within the budget.

Step 3. The user will then list all the items they need for the trip, like Fuel, Food, Accommodation etc.... and the cost, so they end up with a total for the project.

Step 4. Once done, they click 'Save', and then they can see the savings schedule listed in their budget for each month of the year. (A second view will be a monthly detail with savings shown by date, NOT PART of this project)

NOTE: A second option is exactly the same except the user can enter their budgeted amount FIRST, and then they have to edit their costs to fit within that budget amount! - Cool! :)

A more detailed description is enclosed.

Also - I have an Excel file suitable to use as a template that includes button, and link to a form. The form roughly explains the concept, and should not be used as a instructions for the job, it is not working, and not professional, but it does show the idea. Please ask me to send you the Excel file.

PLEASE NOTE: I DO NOT PAY IN ADVANCE & DO NOT USE ESCROW, I WILL PAY ONLY ONCE THE JOB IS DONE TO MY SATISFACTION.

Thank you for viewing this project, I expect to choose a programmer within 24 hours.

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