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Fiverr Pro
English
$
USD
I will build a personal budget plan, expense tracker and debt payoff plan in sheets
ABUNDANT BEANS TAX
I prepare US personal tax returns for nonresident aliens and US residents: Form 1040-NR, Form 1040, treaty claims, ITIN support and prior-year filings. With a CPA background, I focus on accurate retur...
About this Gig
Struggling to see where your money goes? I build a clear, personalized personal finance system you can start using the same day.
You get a custom budget planner in Excel or Google Sheets with:
- Monthly budget and income vs. expense tracking
- Expense tracker with categories that fit your life
- Debt payoff plan (snowball or avalanche) with a payoff date
- Savings goals and a simple dashboard with charts
- A short how-to guide so you can maintain it yourself
How it works: send your income, bills, debts and goals through chat. I set everything up around your numbers, then deliver the file with one round of adjustments included.
Who it's for: individuals, couples, freelancers and families who want a simple money plan without complicated software.
Note: this is budgeting and planning support, not licensed investment, tax or legal advice. I work by chat only, so every question gets answered in writing.
Message me before ordering if you are not sure which package fits.
Time horizon:
Monthly Budgeting
Tracking method:
Spreadsheet-Based Tracking
Language:
Chinese (simplified)
•
English
•
German
Target country:
United States
My Portfolio
FAQ
What do you need from me to start?
Your monthly income, fixed bills, debts (balance, interest rate, minimum payment), savings goals, and whether you prefer Excel or Google Sheets.
Do you need my bank logins or account numbers?
No, never. Send only totals or a simple list of amounts. Do not share passwords or card numbers.
Can you track multiple incomes or a household budget?
Yes. Tell me how many incomes and who shares expenses, and I will set it up. Complex households fit the Standard or Premium package.
Do you offer calls?
No, I work by chat only. Everything is explained in writing, so you can refer back to it.
Is this financial advice?
No. It is a budgeting and planning tool built from your numbers. For investment, tax or legal decisions, please consult a licensed professional.
What if I need changes after delivery?
Each package includes adjustments. Extra changes can be added through a small custom offer.
