Browse categories
Explore
Fiverr Pro
English
$
USD
I will create custom excel budget template spreadsheet annual finance google sheets csv
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.
What people loved about this freelancer
kelly_lady
United States
Lotta did a great job fixing my spreadsheet. She quickly found the problem with the formula and corrected it, and now everything calculates perfectly. I also...
tesla_man
United States
Great experience working with Lotta. She helped fix all the broken links in my spreadsheet and properly formatted the calculations so everything works smoothly...
layla_mee
United States
I had a great experience working with Lotta. Communication was smooth from start to finish, and she kept me updated throughout the process, which I really appreciated. The...
tesla_man
United States
I’m very pleased with the work delivered. Lotta did an excellent job improving my spreadsheet, everything is now well-structured, accurate, and much easier...
layla_mee
United States
Lotta did an excellent work. My spreadsheet is now well-structured, fully functional, and much easier to use, with great communication throughout the process....
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
6 reviews for this Gig
| (6) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
Most relevant
K kelly_lady
United States
Lotta did a great job fixing my spreadsheet. She quickly found the problem with the formula and corrected it, and now everything calculates perfectly. I also liked that she reviewed the rest of the spreadsheet to make sure there were no other issues. Very professional and easy to work with. Highly recommended.
Up to $50
Price
2 days
Duration
Helpful?T tesla_man
Repeat Client
United States
Great experience working with Lotta. She helped fix all the broken links in my spreadsheet and properly formatted the calculations so everything works smoothly now. Communication was clear, and she handled the task efficiently with great attention to detail. I’m very satisfied with the result and would definitely recommend her services.
Up to $50
Price
3 days
Duration
Helpful?L layla_mee
Repeat Client
United States
I had a great experience working with Lotta. Communication was smooth from start to finish, and she kept me updated throughout the process, which I really appreciated. The spreadsheet turned out exactly how I envisioned, clean, easy to use, and very well organized. I especially like the dashboard and...
Up to $50
Price
3 days
Duration
Helpful?T tesla_man
Repeat Client
United States
I’m very pleased with the work delivered. Lotta did an excellent job improving my spreadsheet, everything is now well-structured, accurate, and much easier to use. She paid great attention to detail and made sure all aspects were functioning properly. Communication was smooth throughout, and the final...
Up to $50
Price
2 days
Duration
Helpful?L layla_mee
Repeat Client
United States
Lotta 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
Up to $50
Price
2 days
Duration
Helpful?
Reviews
6 reviews for this Gig
| (6) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
Most relevant
K kelly_lady
United States
Lotta did a great job fixing my spreadsheet. She quickly found the problem with the formula and corrected it, and now everything calculates perfectly. I also liked that she reviewed the rest of the spreadsheet to make sure there were no other issues. Very professional and easy to work with. Highly recommended.
Up to $50
Price
2 days
Duration
Helpful?T tesla_man
Repeat Client
United States
Great experience working with Lotta. She helped fix all the broken links in my spreadsheet and properly formatted the calculations so everything works smoothly now. Communication was clear, and she handled the task efficiently with great attention to detail. I’m very satisfied with the result and would definitely recommend her services.
Up to $50
Price
3 days
Duration
Helpful?L layla_mee
Repeat Client
United States
I had a great experience working with Lotta. Communication was smooth from start to finish, and she kept me updated throughout the process, which I really appreciated. The spreadsheet turned out exactly how I envisioned, clean, easy to use, and very well organized. I especially like the dashboard and...
Up to $50
Price
3 days
Duration
Helpful?T tesla_man
Repeat Client
United States
I’m very pleased with the work delivered. Lotta did an excellent job improving my spreadsheet, everything is now well-structured, accurate, and much easier to use. She paid great attention to detail and made sure all aspects were functioning properly. Communication was smooth throughout, and the final...
Up to $50
Price
2 days
Duration
Helpful?L layla_mee
Repeat Client
United States
Lotta 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
Up to $50
Price
2 days
Duration
Helpful?
