FINANCIAL TRACKING SYSTEM

ICT SEMESTER PROJECT

Presented
By
ALI HAIDER
CIIT/SP24-BBA-201/ISB

Department Of Management Sciences (BBA)

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Table of Contents
1.1. Introduction ........................................................................................................................ 4
▪ Provides a comprehensive solution for managing and analyzing financial transactions. ....... 4
▪ Efficiently records and categorizes income and expenses for accurate financial tracking. .... 4
▪ Manages multiple accounts, including savings, checking, and credit accounts, within a
single database. ............................................................................................................................... 4
▪ Generates detailed reports to analyze financial performance over time. ................................. 4
1.2. Project Description ............................................................................................................ 4
1.3. Benefits And Objectives .................................................................................................... 5
1.3.1. Benefits: ........................................................................................................................... 5
▪ Ensures precise recording and categorization of all income and expenses. ........................ 5
▪ Allows users to manage multiple accounts (savings, checking, credit) within a single
system ......................................................................................................................................... 5
1.3.2. Objectives: ....................................................................................................................... 5
1.4. Problem Statement............................................................................................................. 5
1.5. Purpose of DBMS…………………………………………………………………………...6
1.6. MS ACCESS ENTRIES .................................................................................................... 7
1.6.1. PROJECT REPORT...................................................................................................... 7
1.7. FORM ............................................................................................................................... 10
1.8. Expected outcomes ........................................................................................................... 10
1.9. CONCLUSION ................................................................................................................ 11

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List OF Figures
Figure 1 Data Entry ................................................................................... 7
Figure 2 Data Entry ................................................................................ 8
Figure 3 Data Entry ................................................................................ 8
Figure 4 Data Entry ................................................................................ 8
Figure 5 Form .......................................................................................... 8

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 1.1. Introduction
▪ Provides a comprehensive solution for managing and
analyzing financial transactions.
▪ Efficiently records and categorizes income and expenses for
accurate financial tracking.
▪ Manages multiple accounts, including savings, checking, and
credit accounts, within a single database.
▪ Generates detailed reports to analyze financial performance
over time.

1.2. Project Description

• Easily record and categorize all income and expenses,
ensuring precise tracking of financial activities.

• Manage multiple accounts such as savings, checking, and

credit accounts, consolidating all accounts within a single
database.

• Generate detailed reports to analyze financial performance

over time, aiding in informed decision-making.

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 1.3. Benefits And Objectives
1.3.1. Benefits:
▪ Ensures precise recording and categorization of all income
and expenses.
▪ Allows users to manage multiple accounts (savings,
checking, credit) within a single system
1.3.2. Objectives:
▪ Simplify the process of recording and categorizing
financial transactions to streamline financial management.

▪ Provide tools to generate comprehensive reports for better

financial analysis and planning, enhancing financial
analysis.

1.4. Problem Statement

▪ Inefficient tracking and categorization of financial
transactions.

▪ Difficulty managing multiple accounts within disparate

systems.

▪ Lack of detailed financial reports hindering informed

decision-making.

▪ Complex interfaces leading to usability issues for users

with varying technical skills.

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 1.5. Purpose Of DBMS
▪ Ensure data accuracy through validation rules and
referential integrity to maintain consistent financial
records.

▪ Facilitate detailed tracking of financial transactions,

including date, description, amount, and category.

▪ Design the database to handle increasing amounts of

data as the user’s financial information grows,
ensuring long-term usability.

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1.6. MS ACCESS ENTRIES
1.6.1. PROJECT REPORT

Figure 1 Data Entry

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Figure 2 Data Entry

Figure 3 Data Entry

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Figure 4 Data Entry

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 1.7. FORM

Figure 5 Form

1.8. Expected outcomes

▪ Streamlined and efficient tracking and categorization
of financial transactions.

▪ Seamless management of multiple accounts within a

unified system.

▪ Access to detailed financial reports facilitating

informed decision-making.

▪ Intuitive interface improving usability for users of all

technical skill levels.

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 1.9. CONCLUSION
▪ The Financial Tracking System project in Microsoft Access
delivers a comprehensive solution for financial
management.

▪ It ensures precise recording and categorization of income

and expenses, facilitating accurate tracking.

▪ With streamlined account management, users can easily

oversee multiple accounts within a unified system.

▪ Detailed financial reporting capabilities provide insights into

financial performance over time, aiding decision-making.

▪ The system's intuitive interface ensures accessibility for

users of varying technical skill levels.

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