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I will automate custom excel budget financial planner spreadsheet, csv google power bi
Design Automate Grow Custom solutions for modern businesses
Hello🫂 I’m Amelia Kate your expert in Systeme.io sales funnels, landing pages, and automation. I specialize in creating high converting funnels, animated websites, and custom designs tailored to you...
About this Gig
Are you struggling to manage your finances, track expenses, or organize financial data in a clear and professional way?
Many individuals, entrepreneurs, and small businesses find it difficult to keep their financial data organized. Budgets become confusing, KPIs are not properly tracked, and CSV data often ends up messy and hard to analyze. Without a structured system, it's easy to lose control of your financial insights and decision making.
I will create a professional Personal Finance CRM, Budget Spreadsheet, KPI Dashboard, and CSV Data System that helps you track, analyze, and manage your financial data with clarity and confidence. Your spreadsheet will be fully organized, automated where possible, and designed to make financial tracking simple and efficient.
Whether you want to track personal finances, business expenses, savings goals, or performance metrics, I will build a clean, eas to use, and powerful system tailored to your needs.
What You Will Get
- Personal Finance Budget Spreadsheet
- Custom KPI Dashboard
- CSV Data Formatting
- CSV File Creation & Management
- Personal Finance CRM Tracker
- Income Tracking Sheet
- Expense Tracking Sheet
- Monthly Budget Planner
- Annual Budget
- ETC
My Portfolio
FAQ
Is this a ready made template or a custom spreadsheet?
This is a fully customized spreadsheet built specifically around your rental portfolio, income structure, and expense tracking needs. It is not a generic template. The layout, calculations, and dashboard will be tailored to your data and reporti
What information do I need to provide to get started?
You will need to share details such as property names or units, tenant information (if applicable), rental amounts, expense categories, and any existing data you would like incorporated. If you already have a spreadsheet, I can optimize and restr
Will the dashboard include automatic calculations?
Yes. The spreadsheet will include automated formulas for income tracking, expense calculations, cash flow summaries, and monthly or yearly performance reports to minimize manual work and reduce errors.
Can I edit and update the spreadsheet myself?
Absolutely. The file will be fully editable and designed for easy updates. I will also provide guidance on how to maintain and update the dashboard confidently.
Can this work for multiple properties or large portfolios?
Yes. The dashboard can be structured for single properties, multiple units, or larger portfolios. The design will scale based on your needs.
Which tools or software will the spreadsheet work with?
Your spreadsheet can be created for Microsoft Excel, Google Sheets, or delivered as a CSV file depending on your preference.
Can you customize the spreadsheet based on my specific needs?
Yes. I will customize the spreadsheet according to your financial goals, the data you want to track, and the type of dashboard or reporting system you need.
Will the spreadsheet include automatic calculations?
Yes. I will include formulas and automated calculations where necessary so your income, expenses, budgets, and KP
Reviews
3 reviews for this Gig
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Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
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Most relevant
D 
david_becke
Germany
The seller did an excellent job on the Excel project. The work was accurate, well-organized, and delivered exactly as requested. Communication was smooth and the delivery was on time. I’m very satisfied with the quality of the work and would definitely recommend this seller to anyone looking for reliable Excel services.
Up to $50
Price
2 days
Duration
Helpful?D david_becke
Germany
Great experience working with this seller again. The additional Excel work I requested was completed quickly and with great attention to detail. The seller understood my requirements perfectly and delivered high-quality results. Highly professional and easy to work with. I would happily work with them again.
Up to $50
Price
1 day
Duration
Helpful?K 
kaden_charles
Nigeria
Amelia is a fantastic service provider. She help me create an amazing spreadsheet that exceeded my expectations. Would definitely work with her again.
Up to $50
Price
4 days
Duration
Helpful?
Reviews
3 reviews for this Gig
| (3) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
Most relevant
D david_becke
Germany
The seller did an excellent job on the Excel project. The work was accurate, well-organized, and delivered exactly as requested. Communication was smooth and the delivery was on time. I’m very satisfied with the quality of the work and would definitely recommend this seller to anyone looking for reliable Excel services.
Up to $50
Price
2 days
Duration
Helpful?D david_becke
Germany
Great experience working with this seller again. The additional Excel work I requested was completed quickly and with great attention to detail. The seller understood my requirements perfectly and delivered high-quality results. Highly professional and easy to work with. I would happily work with them again.
Up to $50
Price
1 day
Duration
Helpful?K kaden_charles
Nigeria
Amelia is a fantastic service provider. She help me create an amazing spreadsheet that exceeded my expectations. Would definitely work with her again.
Up to $50
Price
4 days
Duration
Helpful?
