I will provide advanced budget and spending spreadsheet

United Kingdom

I speak English

334 orders completed

I turn messy spreadsheets into proper systems, BMW, Macy's, Bank of Montreal

Hey, I'm Ed. Complete data nerd and business-minded bloke from the UK. Spreadsheets that have outgrown themselves, processes still done by hand, dashboards thrown together years ago that nobody trust...

Level 1

Has met certain performance criteria and shows strong potential in the marketplace.

Highly Responsive

Known for exceptionally quick replies

About this Gig

Welcome to Budget Sheet. This sheet is used to track and compare you or your companies finances. The sheet allows you to record your income and expenses and record each one under categories. The sheet includes a dashboard allowing you to visualise your data by a yearly breakdown. The dashboard includes multiple key performance indicators including; monthly and yearly breakdown, income and expense breakdown, monthly account progression from starting monthly balances and ending monthly balances, actual vs planned income and spending, monthly summaries by category breakdown.


Sheets Included:


Instructions: This sheet covers how to use the sheet.

Transactions: use the transaction sheet as your main data entry space.

Budgets & Targets: On this sheet you will enter your budgets and targets for your expenses and income for each month.

Dashboard: The dashboard has been designed to have a clean and compact feeling as we understand that information overload isn't a good thing. On the Dashboard we have built in some buttons to separate your income summary from your spending summary.

Customise: Currency used in the sheet and categories for expenses and incomes can be customised

Language:

English

Business type:

Other

Plan format:

Excel spreadsheet

Plan purpose :

Business growth

Other

My Portfolio