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Banks, Bank Account, and CD Tracking

$30-250 USD

Closed
Posted over 7 years ago

$30-250 USD

Paid on delivery
I need Excel 2010 VBA code written to allow me to add, edit, and delete Banks, Bank Accounts, and CD's I hold. I would also like the following features: 1. ability to log a summary of conversations I've had with the Banks, 2. a reminder that tells me my CD is maturing in 45 days, 3. a reminder that tells me to contact the bank annually to avoid escheatment of my account to a state government (an automated form letter would be nice), 4. the ability to create various reports; one example is a report showing all my CD's, their amounts, and their maturity dates. I've started the Excel VBA (see attached) however my programming skills are very weak.
Project ID: 12497367

About the project

11 proposals
Remote project
Active 7 yrs ago

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11 freelancers are bidding on average $221 USD for this job
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Greetings sir, i am an expert freelancer for this job and your 100% satisfaction is assured if you allow me to serve. Here is the reason. Why you should pick me? a) I am a very expert and have the same kind of experience of 5 years. b) I work very hard (16+ hours a day and 7 days a week) and also very fast so... it will be done very soon than most of the other providers c) And most important part is my policy: "I will give you (to my client) life time support (as long as you keep relation with me). And fix any bugs/problem without any cost. So, don't ever worry about me” Please sir, leave a reply ASAP, as I am waiting for your kind reply
$250 USD in 2 days
4.9 (301 reviews)
7.9
7.9
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Hi there - My name is Paris. I've read your brief and can see that you'd like to have a macro-enabled (VBA) Excel spreadsheet. I have 7 years’ experience designing and developing Excel spreadsheets. I would approach your project by creating a draft spreadsheet and send it to you for review. I am highly qualified for this project and would love to speak with you further about taking this project on. If you'd like to view my previous work, as well as feedback, take a look at my Freelancer Portfolio (https://www.freelancer.com/u/paris2785.html).
$200 USD in 7 days
4.9 (213 reviews)
7.4
7.4
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Dear Sir/Madam, I have 4 years experience in Excel VBA programming with financial background from MSCI. I created a number of tools to enhance data input through userforms but my specialty is creating automated reports and dashboards using Excel. Please contact me if you're interested. Regards, Balint Kolosi
$250 USD in 3 days
5.0 (121 reviews)
6.9
6.9
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I have experience in MS Office, VBA Programming, XML, MS Work, Google Docs, SQL, Google Spreadsheet, Data Entry in Odoo, Google Document and other related applications. I believe my capabilities would be perfect for your project. I can complete this job within the necessary period. I have years of encounter in this work and can offer you my past taste work. I will be offering you with all my effort and capabilities. “Moving ahead, I can dedicate 35 hours/week for your job, and my daily hours are negotiable. I’m very empowered to offer my services for your job. Please you can get in touch with me instantly to discuss this place further.” I am mostly online at Yahoo Messenger, Google Talk and Skype. We can discuss there in details, if you are interested. I wish you'd give me this chance. Regards, Mohsan Ijaz
$208 USD in 3 days
5.0 (84 reviews)
6.3
6.3
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Sir, I have been working with an US based MNC bank for the past 11 years. Also I have completed numerous complex excel automations with 100% client satisfaction. I can complete this task very quickly with very less budget. Since u ve quoted 25 as ur budget system not allowed me to quote less this amt. you can review my profile for my excel capabilities Looking forward to work with you Thanks
$100 USD in 3 days
4.8 (74 reviews)
5.9
5.9
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Hello, I am VB, VBA, C#, WPF, Java, Delphi, PHP, ASP.NET, CAD and GIS developer, I developed many desktop applications and custom tools, macros and Add-Ins. For reference see my profile. I am ready to discuss and doing the project. Best regards, Eyad
$778 USD in 12 days
5.0 (13 reviews)
5.1
5.1
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Hey, I saw your VBA tool and we can make it work. The reminder is possible when you open the tool or an exe app can be added in the startup of your windows to show reminders. What do you say, should we create this amazing tool? I recently finished a tool that was looping trough the excels files from a folder in order to import and process them based on some configurable parameters. I would like to mention that I'm more interested in the quality of the deliverable and customer satisfaction in order to get a good review than the money. Therefore we can negotiate to get to the amount that you're comfortable with! I invite you to discuss further the solutions that we will implement in your project. Best regards, Marius Avram
$120 USD in 3 days
5.0 (27 reviews)
4.4
4.4
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Hi, my suggestion how to deal with your project is following: 1) You already have Sheets that will serve as data storage. These might be enhanced 2) I would create a few forms to cater for adding / editing / removing your banks and bank accounts 3) We will also create a letter template that will be automatically filled in with relevant data upon meeting certain criteria (e.g. approaching the maturity date) 4) And a few (3-5) reports to help you analyze your account situation quickly If you are interested in hiring me please get in touch with me Regards Morris
$200 USD in 3 days
4.8 (8 reviews)
3.7
3.7
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Hi, I'm very motivated and interested in your project, which I can accomplish due to my knowledge and experience. I'm interested to talk about details. Thank you for your time. Kind regards, Cerim
$250 USD in 9 days
4.5 (4 reviews)
3.0
3.0
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Hi Sir/Mdm Looking at your project, I believe that I have what it takes to deliver a solution. I have worked in financial institutions designing and enhancing the performance of such spreadsheets. I have macros and am well versed with VBA so if you require any other functionalities I can help you with that. Please let me know your requirements. Look forward to hearing from you again. Regards, Stanley
$30 USD in 3 days
5.0 (7 reviews)
1.9
1.9

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Member since Dec 13, 2016

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