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English
$
USD
I will create a personalized budget and financial plan in excel
Financial Planning, Accounting
I am a detail-oriented Contract Administrator and Administrative Officer with experience in inventory management, procurement, and accounting support. I specialize in using tools like MYOB, Xero, and ...
About this Gig
Take control of your personal finances with a customised Excel budget and financial plan. I will help you organise your income and expenses, create a realistic budget, review your spending, and set clear savings goals based on your financial priorities.
Depending on your package, you can also receive income and expense analysis, budget review, savings and investment planning, and ongoing support. Your final Excel file will be clear, organised, and easy to use for tracking your finances and making better financial decisions.
Please provide accurate financial information and your main goals so I can tailor the plan to your needs.
Time horizon:
Monthly Budgeting
Tracking method:
Spreadsheet-Based Tracking
Language:
English
•
Vietnamese
Target country:
Global
My Portfolio
FAQ
What information do you need to create my financial plan?
I will need your income, regular expenses, savings, financial goals, and any other information relevant to your selected package. You can provide the information through the required questions after placing your order.
Will I receive an Excel file?
Yes. Your personalized budget and financial plan will be delivered in a clear and organized Excel format that you can update and use for ongoing tracking.
Can you create a budget based on irregular or variable income?
Yes. I can help structure a budget around variable income and identify practical spending and savings targets based on the information you provide.
Do you provide investment recommendations?
The Savings & Investment Plan focuses on general financial planning, savings goals, and allocation frameworks. I do not provide personalized securities recommendations or guarantee investment returns.
Can you review my existing budget?
Yes. Budget review is included in the Standard and Premium packages. I can identify spending patterns and areas that may be improved based on the information provided.
Can I request changes after receiving the plan?
Yes. Each package includes a specified number of revisions. Please review the package details before ordering to make sure it matches your needs.
Is this service financial or investment advice?
This service provides budgeting and financial planning support based on the information you provide. It is not a substitute for licensed financial, tax, or investment advice.
