I will create a personal finance dashboard or investment tracker in excel or sheets
Gig Summary
Full Stack AI Developer and Custom Financial Automation Expert
Level 1
Has met certain performance criteria and shows strong potential in the marketplace.
About this Gig
Take control of your finances with a custom Google Sheets dashboard built just for you.
Whether you're managing your monthly budget, tracking SIPs and investments, or planning early retirement. I will create a clean, automated, and easy-to-use solution tailored to your needs.
What I Offer:
Income & Expense Tracker
Monthly Budget Planner
SIP & Mutual Fund Tracker
Goal-Based Savings Plan
Loan / EMI Tracker
FIRE & Retirement Planning Dashboard
Smart Charts & Auto Summary
Full instructions so you can use it easily.
Why Choose Me?
12+ years experience in personal investing
Professionally designed templates
Clean visuals, auto-formulas, and reusable dashboards
Sheets customized for INR, USD, or any currency
Built with care, just like I use for my own finances
From basic budgeting to full-blown retirement calculators. Let's build something that helps you grow your money confidently.
Packages Available:
- Starter Tracker - For quick budgeting & expense tracking
- Pro Dashboard - For those serious about managing investments
- Complete Planner - For long-term planning, goals & FIRE tracking
Still unsure? Message me before placing an order, and I will guide you!
Technology:
Excel
•
Google Sheets
•
Power BI
Expertise:
Business Insights
•
Math
•
Financial ratios
•
Automation
Programming language:
Java
Tools:
Other
FAQ
Will this work for Indian and international users?
Absolutely! I can set the template for INR, USD, or any currency. The dashboard can also be adjusted for different date formats and tax rules.
Can I use the dashboard every month or year?
Yes, all templates are fully reusable and designed for ongoing tracking. I also include simple instructions so you can update it monthly.
What if I want to add or remove something later?
No problem. I offer revisions and will guide you on how to edit. For Premium orders, I include lifetime editing instructions.
Can you automate data from Zerodha, Groww, or Google Finance?
Yes! I can integrate Google Finance formulas or teach you how to manually update data from Groww/Zerodha. Just message me for scope confirmation.
Do you also create dashboards for small businesses?
Yes. I can build sales, expense, or inventory dashboards too — just message me with your exact requirement.
8 reviews for this Gig
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Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
M mikecau

Canada
Priya is exceptional to collaborate with. She cares about delivering a product that is worthy for the customer/user. She goes well beyond expectations and her support is extraordinary. I highly recommend Priya to code a portfolio tracker.
$100-$200
Price
10 days
Duration
K 
Seller's Response
Helpful?F fawwaz12

Kuwait
Delivery was way above expectations, good understanding of the requirement
$100-$200
Price
7 days
Duration
Helpful?M mikecau

Canada
Priya was excellent as usual. Very smooth delivery time on this project.
$50-$100
Price
3 days
Duration
Helpful?M mikecau

Canada
Priya was the best I've worked with on Fiverr yet. Deeply knowledgeable about the work at hand and very high quality of work. I am very satisfied with her level of service & would highly recommend hiring her.
$50-$100
Price
5 days
Duration
Helpful?M malmo1989

Sweden
She did av good jobb.
$100-$200
Price
2 days
Duration
Helpful?
8 reviews for this Gig
| (8) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
M mikecau

Canada
Priya is exceptional to collaborate with. She cares about delivering a product that is worthy for the customer/user. She goes well beyond expectations and her support is extraordinary. I highly recommend Priya to code a portfolio tracker.
$100-$200
Price
10 days
Duration
K 
Seller's Response
Helpful?F fawwaz12

Kuwait
Delivery was way above expectations, good understanding of the requirement
$100-$200
Price
7 days
Duration
Helpful?M mikecau

Canada
Priya was excellent as usual. Very smooth delivery time on this project.
$50-$100
Price
3 days
Duration
Helpful?M mikecau

Canada
Priya was the best I've worked with on Fiverr yet. Deeply knowledgeable about the work at hand and very high quality of work. I am very satisfied with her level of service & would highly recommend hiring her.
$50-$100
Price
5 days
Duration
Helpful?M malmo1989

Sweden
She did av good jobb.
$100-$200
Price
2 days
Duration
Helpful?

