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English
$
USD
I will design editable excel spreadsheet, google sheets budget tracker invoice template
Financial Solutions and Beautifully Designed Spreadsheets for success
Welcome! I’m a financial planning expert and versatile freelancer dedicated to helping individuals and businesses thrive. I specialize in building custom Excel and Google Sheets tools that are both us...
Level 2
Has met high performance criteria and has a proven track record for meeting client expectations.
About this Gig
Tired of budget spreadsheets that look nice but don't actually help you manage your money? If you want a practical, easy-to-use system that gives you real financial clarity, youre in the right place.
I design smart monthly budget planners for Google Sheets and Excel that help you monitor income, control expenses, and track savings goalsall through an intuitive dashboard that shows exactly where your money is going.
Why people choose my budget planners:
- Built for real use: Simple data entry with automated calculations, summaries, and visual insights
- Works everywhere: Compatible with Google Sheets and Excel (.xlsx), mobile-friendly, plus printable PDF
- Error-proof formulas: Protected calculations so you can update numbers without breaking the sheet
- Goal-focused layout Includes savings targets, debt payoff tracking, and adjustable categories
- Instant setup Open the file, enter your numbers, and start tracking in minutes
What you'll receive:
- One monthly budget planner (Google Sheets + Excel format)
- Interactive dashboard with monthly and yearly charts
- Detailed expense tracking with categorized breakdowns
- Savings and debt repayment worksheets
MESSAGE ME NOW TO GET STARTED
My Portfolio
FAQ
Who can benefit from this budget planner?
This planner is ideal for anyone who wants a clear and structured way to manage money, including individuals, households, freelancers, and small business owners.
Can I use this file on both Excel and Google Sheets?
Yes. The budget planner works perfectly in Google Sheets and Microsoft Excel (.xlsx), so you can access it from any device.
Is it easy to use if I’m not good with spreadsheets?
Yes. The layout is beginner-friendly, just enter your income and expenses, and the planner automatically handles all calculations and summaries.
Can I adjust categories and savings targets?
Absolutely. Expense categories, budget limits, and savings goals are fully customizable to suit your personal or business needs.
Are the formulas locked to prevent mistakes?
Yes. All calculation formulas are protected to avoid errors, while input fields remain editable and safe to use.
Does the planner include charts and a dashboard?
Yes. You’ll get a clean dashboard with visual charts that display income, expenses, savings progress, and spending trends.
Is this planner suitable for selling as a digital product?
Yes. The planner is ready for resale or personal use. If you need specific changes or branding, feel free to message me before placing an order.
Reviews
9 reviews for this Gig
| (9) | ||
| (0) | ||
| (0) | ||
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Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
Most relevant
E emmanuel_ete
United States
Ongoing collaborationGreat experience working with Lotta. Super easy to deal with, communication was solid the whole time, and she nailed what I was looking for. The quality came out really good and everything was delivered on time. You can tell she really cares about her work. I will be using Lotta exclusively in future projects.
$50
Price
5 days
Duration
Helpful?E emmanuel_ete
United States
Ongoing collaborationI’m very pleased with the quality of the work Lotta did. The Google Sheets solution was well-organized, easy to use, and matched my requirements perfectly. Communication was excellent throughout the project, and everything was delivered on time. I would definitely work with her again.
$50
Price
2 days
Duration
Helpful?Y yveslamarche
Canada
Very good with reminders regarding my responses. Very accommodating with my requests. Very accessible for The Autistic Community.
$50
Price
3 days
Duration
Helpful?K katie_haystead
United States
I appreciated how quickly my questions were responded to and the project was turned around. She added components that will be helpful that I didn’t even know I needed!
$400-$600
Price
6 days
Duration
Helpful?L layla_mee
United States
Ongoing collaborationLotta did an excellent work. My spreadsheet is now well-structured, fully functional, and much easier to use, with great communication throughout the process. Highly recommended and I will definitely work with Lotta once again for my future projects. Thank you
$50
Price
2 days
Duration
Helpful?
Reviews
9 reviews for this Gig
| (9) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
Most relevant
E emmanuel_ete
United States
Ongoing collaborationGreat experience working with Lotta. Super easy to deal with, communication was solid the whole time, and she nailed what I was looking for. The quality came out really good and everything was delivered on time. You can tell she really cares about her work. I will be using Lotta exclusively in future projects.
$50
Price
5 days
Duration
Helpful?E emmanuel_ete
United States
Ongoing collaborationI’m very pleased with the quality of the work Lotta did. The Google Sheets solution was well-organized, easy to use, and matched my requirements perfectly. Communication was excellent throughout the project, and everything was delivered on time. I would definitely work with her again.
$50
Price
2 days
Duration
Helpful?Y yveslamarche
Canada
Very good with reminders regarding my responses. Very accommodating with my requests. Very accessible for The Autistic Community.
$50
Price
3 days
Duration
Helpful?K katie_haystead
United States
I appreciated how quickly my questions were responded to and the project was turned around. She added components that will be helpful that I didn’t even know I needed!
$400-$600
Price
6 days
Duration
Helpful?L layla_mee
United States
Ongoing collaborationLotta did an excellent work. My spreadsheet is now well-structured, fully functional, and much easier to use, with great communication throughout the process. Highly recommended and I will definitely work with Lotta once again for my future projects. Thank you
$50
Price
2 days
Duration
Helpful?
