Browse categories
Explore
Fiverr Pro
English
$
USD
I will build a custom personal budget excel dashboard
I will build a custom Excel dashboard, financial model, or budget spreadsheet
Applied Math degree with years of hands-on Excel work. I build financial models, dashboards, budget spreadsheets, and data-cleanup solutions with real formulas, not hardcoded numbers that break the mo...
About this Gig
What I offer:
- Personal budget dashboards (income vs. expenses, category breakdowns, monthly tracking)
- Debt payoff trackers (snowball or avalanche method, with a payoff timeline you can actually see)
- Net worth trackers (assets, liabilities, and how they move over time)
- Savings goal calculators (emergency fund, house down payment, any target you're building toward)
- Subscription & recurring expense audits (find out what you're actually spending on autopilot)
Specifically, I can:
- Build a budget dashboard from your income and expenses automatic totals, category charts, and a clear picture of what's left over each month.
- Build a debt payoff tracker using the snowball or avalanche method, with a visual timeline showing your projected debt-free date.
- Build a net worth tracker that pulls your accounts and balances into one dashboard, updated as your numbers change.
- Set up a savings goal calculator that shows your progress and adjusts your timeline if you change your monthly contribution.
- Clean up and rebuild a personal finance spreadsheet you already have, replacing broken or hardcoded formulas with ones that actually work.
Time horizon:
Monthly Budgeting
Tracking method:
Spreadsheet-Based Tracking
Language:
English
Target country:
United States
FAQ
Do I need to contact you before ordering?
Yes, please message me first. This lets me confirm what you're trying to track (budget, debt, savings, net worth) and your data format before you order, which avoids delays later. A quick description of your situation is all it takes to get started.
How important is communication during the project?
Very. I'll ask clarifying questions early so the final dashboard actually matches your financial situation, and I'll update you if anything changes mid-build. Detailed and prompt responses are expected from all parties.
Will the formulas actually work, or are they just for show?
Every file uses live formulas, no hardcoded numbers. Change an input and the sheet recalculates automatically. I test every workbook before delivery.
Is my financial data kept confidential?
Yes. Any numbers or files you share are used only to build your dashboard and aren't shared, reused, or published anywhere. You're also welcome to send sample/placeholder numbers instead of your real figures if you'd rather build the structure first and drop your real data in yourself after.
Do you build debt snowball or avalanche trackers?
Both. Avalanche (highest interest first) saves you more money; snowball (smallest balance first) tends to keep people motivated. I can build either, or explain the tradeoff if you're not sure which fits you.
What if I need changes after the revisions are used up?
Just message me. Additional revisions are available as a paid extra, or I'm happy to quote a small update separately depending on what's needed.
