In Progress

Personal finance database

The database to store data about personal finances.

The base should allow to track transactions on all accounts.

Similar to Microsoft Money but a much simpler.

I have some accounts. The base should allow to enter each single transaction. For example when I make a transfer from my bank account to pay for a purchased book. The account MYBANKACCOUNT should be decreased and the LITTLEPAYMENTS account should be increased by the price.

I want to have the report about history of each account and all transactions and balance after each transaction.

I want to have teh total raport which can make a raport on any combination of accounts.

(The whole base track all accounts - the accounts of mine and outside accounts as well. I would like to have the ability to select any combination of accounts to track - for exampe all accounts belonging to me - just to track my total amount of money as a summ of all my accounts)

I would like to the base has the ability to track also my investments accounts. I mean stock accounts as well as derivates accounts.

The base should have ability to update the value of my investment at any time just by entering current price of stocks.

Each change of value of stocks should be tracked as a pseudotransaction with a special appreciacion account.

The reports on accounts should be possible to select any time interval. The transactions should have the detailed data information including hour minutes and seconds.

The base should allow to change data already entered and inserting transactions that was made in history (as a correction for example)

Some graphic raports would be nice - for example circle chart representing the amount on each account in any given moment in time.

Also a graph representing changes on the value of account (or any set of accounts) in time. (the same raport as text version but graphical)

Skills: Accounting, Visual Basic

See more: personal finance database, personal finance access database, personal finances database, access database personal finance, access personal finance database, finances database, personal finance database example, personal financial access database, database personal finance, personal finance database access, total finance, total bank, make a graph chart, bookkeeping information, bookkeeping from, bookkeeping chart of accounts, bookkeeping and accounts, basic accounting bookkeeping, bank accounting and finance, balance in accounting, accounting for investments, accounting bank, account bookkeeping, 53 bank, personal finance account database

About the Employer:
( 5 reviews ) Bielsko-Biala, Poland

Project ID: #238073

Awarded to:

ggorman

Experienced DBA and analyst.

$50 USD in 5 days
(0 Reviews)
0.0

7 freelancers are bidding on average $83 for this job

wahabltd

Dear Please see PMB.

$50 USD in 1 day
(1 Review)
1.2
Rayzweb

Sir, I assure for quality and regular project update. Iam ready to start the project from the time of approval. I have got all the necessary qualifications for undertaking this project. Seeking your favorable repl More

$100 USD in 4 days
(0 Reviews)
0.0
vivekvelu

I have developed a package which has similar thoughts like yours. My project will maintain both income and expenses. Monthwise/accounthead wise details can be had at any point of time. Bank balances monthwise report More

$100 USD in 7 days
(0 Reviews)
0.0
MeghaGupta123

I can do it.....

$100 USD in 7 days
(0 Reviews)
0.0
krishna1969

SIR, YOU DO NOT TELL HOW MANY HOUR IT WILL TAKE. PLEASE INFORM ME HOW MANY HOURS IT WILL TAKE TO FINISH A JOB APPROXIMATELY. I THINK YOURS IS AN ACCOUNTS/BOOK KEEPING RELATED JOB. I CAN GIVE YOU ALL THE DETAILS EXCEPT More

$30 USD in 2 days
(0 Reviews)
0.0
Shanmuganantham

Please refer PM

$150 USD in 10 days
(0 Reviews)
0.0