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$
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I will build custom personal financial dashboards
I Build Personal Finance Spreadsheets That Actually Work
6+ years in fintech lending and credit underwriting. I've analyzed hundreds of financial statements, built underwriting models, and helped people make sense of their money. Bachelor's in Business Fina...
About this Gig
Struggling to track your money? I'll build you a custom Personal Finance Dashboard in Excel that actually works for YOUR life.
WHAT YOU GET:
Dashboard See your full financial picture at a glance
Monthly Budget Track income vs. expenses with auto-calculations
Debt Payoff Tracker Avalanche or snowball strategy, your choice
Net Worth Tracker Watch your wealth grow over time
Bank Import Sheet Paste transactions, auto-categorize spending
AutoPay Setup Checklist Never miss a bill again
OPTIONAL ADD-ONS:
Fitness Goal Tracking
Meal Prep & Grocery Planning
Credit Card Rewards Tracker
Sinking Funds + Big Purchase Goals
Visual Charts (up to 5)
HOW IT WORKS:
1. Purchase your package
2. Complete my intake questionnaire
3. I customize your dashboard
4. You download and start tracking
Every template is personalized with YOUR income sources, expenses, debts, and goals not a generic download.
Choose your color palette: Classic, Modern, Warm, Minimal, or Custom.
Questions? Message me before ordering.
Time horizon:
Monthly Budgeting
Tracking method:
Spreadsheet-Based Tracking
Language:
English
Target country:
United States
Other Personal Finance Services I Offer
FAQ
What software do I need?
Microsoft Excel or Google Sheets (I deliver in .xlsx format which works with both).
Is this a template or custom-built for me?
Custom-built. I use your intake answers to personalize every section — your income sources, expense categories, debt details, and goals.
Can I add more modules later?
Yes! Message me within a reasonable amount of time after delivery and I can add modules for the listed add-on prices.
Do you offer ongoing support?
I include revisions with every package. If you need help after that, message me.
Reviews
1 reviews for this Gig
| (1) | ||
| (0) | ||
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Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
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M maximushudson
United States
Josh J Sheets was quick to reach out and understand my personal finance goals and create a custom dashboard. This was so much easier than trying to do something myself and J Sheets worked with me for updates and customization as my needs changed.
$100-$200
Price
5 days
Duration
J 
Seller's Response
Helpful?
Reviews
1 reviews for this Gig
| (1) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
Most relevant
M maximushudson
United States
Josh J Sheets was quick to reach out and understand my personal finance goals and create a custom dashboard. This was so much easier than trying to do something myself and J Sheets worked with me for updates and customization as my needs changed.
$100-$200
Price
5 days
Duration
J Seller's Response
Helpful?
