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I will create a custom personal finance excel budget dashboard
About this Gig
Do you need a clear, professional, and easy-to-use Excel tool to manage your personal finances?
I create custom personal finance spreadsheets tailored to your income, expenses, savings goals, and financial projects.
Your workbook can include:
- Monthly income and expense tracking
- Dynamic month selector
- Automated KPI cards
- Budget vs actual analysis
- Savings rate calculation
- Expense breakdown by category
- Savings goals and progress tracking
- Debt repayment monitoring
- Net worth tracking
- Couples budget and shared expense allocation
- Financial projections and scenario analysis
- Clean charts and summary tables
- Custom colors, categories, and branding
- Protected formulas with editable input areas
You will receive a professional, intuitive, and fully editable Excel workbook designed around your personal situation.
With a background in finance and audit, I combine reliable calculations with a clean, premium, and decision-focused design.
Please contact me before ordering if your project requires VBA, macros, API connections, complex data cleaning, tax advice, or investment recommendations.
Your data will remain confidential and will only be used to complete your order.
Financial goals:
Building an Emergency Fund
•
Custom Goal
Time horizon:
Monthly Budgeting
Tracking method:
Spreadsheet-Based Tracking
Language:
English
•
French
•
German
Target country:
France
FAQ
What is included in the final Excel workbook?
You will receive a fully editable .xlsx file with the features included in your package, such as income and expense tracking, KPIs, charts, summaries, and custom categories.
Can you customize the dashboard to my financial situation?
Yes. I can customize the categories, income sources, expenses, savings goals, colors, branding, KPIs, and workbook structure based on your requirements.
Will the dashboard update when I add new transactions?
Yes, if new transactions follow the agreed structure. The relevant totals, KPIs, summaries, and charts will update automatically according to the workbook design.
Is the workbook compatible with Mac and Google Sheets?
The workbook is designed for recent versions of Microsoft Excel on Windows and Mac. Google Sheets compatibility is available as an extra, but some Excel features may be simplified.
