In Progress

Excel - Simple savings planner for Projects.

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.


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

Skills: Data Processing, Excel, Software Development, Visual Basic

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About the Employer:
( 57 reviews ) Renmark, Australia

Project ID: #5012713

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All my projects are in excel (VBA), check my profile. Please send me your excel file you can check one of my projects here: [url removed, login to view]

$50 USD in 10 days
(5 Reviews)

14 freelancers are bidding on average $49 for this job


Hello, I am a VB (6.0 / .NET), VBA and VSTO software developer. I have five years of experience in programming. I rest-assure that I will complete the work on time and deliver you the completed work to your satisfactio More

$150 USD in 7 days
(49 Reviews)

Sir, I am well versed in this kind of jobs and can do your project as per requirement. Refer my online work portfolio at [url removed, login to view] Looking for further discussions in this matter. with than More

$29 USD in 5 days
(30 Reviews)

Hi I am confident to start this i am keenly interested in this project i will work until you are satisfied Thanks Thanks With Regards

$25 USD in 3 days
(13 Reviews)

Hi, I am starting the work right away. I will deliver the file within 24 hours. I have some files for your reference (my previous works). When you are free i can demo those files to you You can pay once you are h More

$30 USD in 1 day
(18 Reviews)

Hi, I can help you with this project. It is however a time consuming job and is not as "simple" as you think

$126 USD in 3 days
(9 Reviews)

HI Rob, I can do it for you. I'm waiting for your contact. Best regards Roberto .......................

$25 USD in 3 days
(15 Reviews)

I have completed several similar assignments, and would normally provide an Excel sample to let you judge my skill for yourself. But you made this a "restricted" project so I can't send an attachment unless you send me More

$64 USD in 2 days
(3 Reviews)

I can do it... I work with dashboards and automatic reports for 8 years... Just give a opportunity to show how...

$50 USD in 2 days
(2 Reviews)

9+ years of experience in Macro generation in Excel for various purpose like reporting, future prediction based on the information or data available and Integration of Application with Excel using Macros.

$35 USD in 2 days
(0 Reviews)

Hello, I'm advanced in excel. I'm financial controller so this job is easy for me. Please send me a message. Thanks!

$25 USD in 3 days
(0 Reviews)

Hi I believe this is a simple program and i can be able to deliver it perfectly as you desire it done. Above all im comfortable with the terms of payment as set out by yourself. My warm regards.

$25 USD in 3 days
(0 Reviews)

This job is easy for me to do, please give me the opportunity. I have many experiences in tasks like this.

$22 USD in 1 day
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I would love to work on this project!. This will be my first project if ever! You can contact me through this number 09166365851.

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