I will create a cash flow dashboard
Technical Data, QA and Automation Assistant
About this Gig
I will create a clean cash flow dashboard in Excel or Google Sheets to help you track income, expenses, categories, and monthly results.
This service is ideal for small business owners, online sellers, freelancers, and service providers who want to understand where their money comes from and where it goes.
What I can do:
- Organize your income and expense data
- Clean and structure Excel, CSV, or Google Sheets files
- Categorize transactions
- Create monthly summaries
- Build a cash flow dashboard with charts
- Add simple budget or forecast structure
- Highlight duplicates or unclear records
- Prepare a clear file for business tracking
Please note:
I do not provide tax, legal, investment, or certified accounting advice. This service is focused only on organizing, structuring, and visualizing your financial data in Excel or Google Sheets.
Before placing an order, please send a sample of your file or describe what kind of dashboard you need.
Visualization tools:
Google Looker Studio
•
Matplotlib
•
Python
•
Other
Service type:
Budgeting
Target country:
Worldwide
FAQ
What files can I send?
You can send Excel, CSV, or Google Sheets files with your income, expenses, sales, or bank/exported transaction data.
Do you provide tax or accounting advice?
No. I do not provide tax, legal, investment, or certified accounting advice. I only organize, structure, and visualize your financial data.
Can you work with messy financial data?
Yes. I can create the dashboard in Excel or Google Sheets, depending on your preference.
Do you need access to my bank account?
No. Please do not share bank passwords or private account access. I only need exported files such as Excel, CSV, or Google Sheets data.

