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I will turn your CSV into a google sheets cash flow dashboard
Antoine
About this gig
Turn one transaction CSV into a clear Google Sheets cash-flow dashboard.
One CSV, up to 500 transaction rows, one currency and up to 12 months.
You receive an editable Google Sheet with:
- Cleaned dates and amounts
- Categories based on your written rules
- Monthly cash in, cash out and net movement
- A balance tracker using your opening balance
- A clear chart and brief instructions
- One revision within the agreed scope
I flag unclear records and check totals against your source. My gallery uses fictional demo data. I use automation and AI-assisted tools and verify calculations.
This is descriptive cash tracking. Tax returns, financial statements, forecasts, bank connections, automatic imports and multi-account reconciliation are outside this package. Excel export compatibility is not included.
Please message me on Fiverr with an anonymized sample before ordering to confirm fit. Communication stays in writing on Fiverr. Delivery includes instructions to keep your own copy in Google Drive.
Get to know Antoine
Antoine
Google Sheets Dashboards and CSV Data Cleanup
- FromCanada
- Member sinceSep 2026
Languages
French, English
Hi, I'm Antoine, based in Quebec, Canada. I turn transaction CSV files into clear Google Sheets cash flow dashboards. My service includes data cleanup, organized tables, monthly summaries, charts and simple instructions. I follow your category rules, flag unclear records and check calculations before delivery. I use automation and AI-assisted tools. Project communication is handled in writing through Fiverr. My portfolio demo uses fictional data.
FAQ
What is included in the package?
One CSV with up to 500 transactions, one currency and up to 12 months. You receive an editable Google Sheets dashboard, cleaned transaction tables, monthly cash totals, a chart, brief instructions and one revision within the agreed scope.
Do I need Excel or a paid Google Workspace plan?
No. You need a Google account to keep and edit your copy. Delivery is recorded on Fiverr and includes Google Sheets access and copying instructions. We agree on access before delivery. Your data will not be published as a public template.
Does this connect to my bank or replace accounting services?
This service uses the CSV you provide for descriptive cash tracking. Net cash movement is not profit. Bank connections, automatic imports, tax returns, formal financial statements, forecasts and multi-account reconciliation are outside this package.
What does the included revision cover?
One round of changes to labels, chart presentation or agreed category rules. Additional files, periods, indicators or automation require a separately agreed scope. Please group your feedback in one Fiverr message.
How do we communicate, and do you use AI?
Communication stays in writing through Fiverr; no call is needed. I use automation and AI-assisted tools and check the results. Please discuss any processing restrictions and share an anonymized sample before ordering so we can confirm fit.
