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Fiverr Pro
English
$
USD
I will create excel and google sheets financial tracking templates
About this Gig
Stop struggling with expense tracking! I create professional, automated financial templates that transform complex finances into clear results that show you what to do next.
WHAT YOU GET:
- Custom Excel/Google Sheets templates
- Automated formulas and calculations
- Visual dashboards with charts
- Income, expense, savings tracking
- Budget vs. actual analysis
- Smart data validation and categories
- Mobile-friendly design
- Professional formatting
- User guide with video tutorial
MY EXPERTISE:
Experience creating simple financial systems. Specialized in automated tracking, reporting dashboards, and turning raw data into strategic insights. For both personal & business use.
MY PROCESS:
1. Understand your specific needs
2. Design custom template structure
3. Build formulas and automation
4. Create visual dashboards
5. Test and deliver with documentation
I CREATE:
- Personal budgets
- Business expenses
- Cash flow trackers
- Investment portfolios
- Debt payoff planners
- Savings goals
- Revenue dashboards
MESSAGE ME to get started!
Platform:
Excel
•
Google Sheets
•
Microsoft Office
Development technology:
Google Apps Script
•
Power Query
•
VLOOKUP
Expertise:
Formatting
•
Forms
•
Pivot tables
•
Formulas
•
Functions
My Portfolio
Other Data Processing Services I Offer
FAQ
What information do you need from me to get started?
I'll need: - Your preferred platform (Excel or Google Sheets) - Type of tracking needed (personal, business, investments, etc.) - Number of accounts or income sources - Expense categories you want to track - Preferred time period (weekly, monthly, yearly) - Any specific features or formulas required
Do you work with both Excel and Google Sheets?
Yes, both!: EXCEL: Better for complex formulas, VBA macros, offline work, large datasets GOOGLE SHEETS: Better for collaboration, cloud access, automatic saving, Apps Script I can create your template in either platform or both (additional cost). I'll can help you choose the best option.
Can you customize an existing template I already have?
Yes! I can: - Fix broken formulas - Add new features and automation - Redesign layouts for better usability - Create visual dashboards - Optimize performance - Add data validation Message me with your existing file for a custom quote.
Will the template work on mobile devices?
Yes! All templates are mobile-friendly: - Google Sheets templates work well on mobile apps - Excel templates compatible with Excel mobile apps - Optimized layouts for smaller screens - Dropdowns and data entry work on touch devices Dashboards are best viewed on tablets/computers for full experience
How secure is my financial data?
- Your privacy is my priority. - I work under strict confidentiality and delete all files after delivery. - You can provide sample data. - Password protection available. - For Google Sheets, you keep full control. - I never share, store, or reuse any client data.
