I will provide a budget planner in excel


Level 2
About this gig
The Earnings and Expenses Planner is a very clean and intuitive spreadsheet designed in Microsoft Excel for Desktop (software required), meant to help you organize and keep track of your income sources and expenses. You can use it for your personal organization or for your company's finances (sales profits, advertisement expenses, taxes, bills, etc).
How it works:
- Input your earnings or expenses in the database table with their respective date;
- Personalize the dropdown list for income and expenses sources as you prefer (you will be able to input up to 8 different expenses and 6 different income sources);
- Hit the "Refresh Dashboard" button to Refresh all charts with the new data;
- See your overall balance and other details on the dashboards for the period you choose.
The dashboards will include:
- Total Income, Expenses, and Balance;
- Cumulative Balance Curve;
- Last 7 days' income and expenses;
- Return over investment;
- Monthly bar chart;
- Month pace;
- Income and Expenses in detail, highlighting the biggest value of the period.
I can make modifications to the spreadsheet. Leave me a message to get a quote!
Get to know Petrin
Level 2
- FromBrazil
- Member sinceMar 2022
- Avg. response time10 hours
- Last delivery4 weeks
Languages
English, Portuguese
Other Data Visualization Services I Offer
FAQ
Does the spreadsheet work in other spreadsheet programs, other than Excel?
The product is designed for Desktop Microsoft Excel. You can use Excel online as an option if you do not have the desktop version.
Can I make changes myself to the sheet after purchase?
You will be able to add new columns and create new calculations of your choice, but the existing columns are being referenced in the pivot tables, so they cannot be renamed or deleted. It is recommended to have a good knowledge of Excel if major changes are intended.
13 reviews for this Gig
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Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
P prestigy

United Arab Emirates
Am happy working with you.
$50-$100
Price
1 day
Duration
Helpful?O omar_alm

Kuwait
amaazing work, i really liked how he can figure out what colours to put together to make it look like professional daily sales journal
$100-$200
Price
5 days
Duration
Helpful?J 
jazminejm

United States
My project was to create a personal/business budget planner for myself. Petrin communicated very well and explained all aspects of the sheet to me. Also, letting me know what's realistic and not. Timelines were adhered too. High work quality. Will hire again.
$100-$200
Price
2 weeks
Duration
Helpful?M mahdi_l9

Italy
Good communication and skills.
Up to $50
Price
2 days
Duration
Helpful?A 
alexdec

Italy
Very good seller, will use again
Helpful?
13 reviews for this Gig
| (13) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
P prestigy

United Arab Emirates
Am happy working with you.
$50-$100
Price
1 day
Duration
Helpful?O omar_alm

Kuwait
amaazing work, i really liked how he can figure out what colours to put together to make it look like professional daily sales journal
$100-$200
Price
5 days
Duration
Helpful?J 
jazminejm

United States
My project was to create a personal/business budget planner for myself. Petrin communicated very well and explained all aspects of the sheet to me. Also, letting me know what's realistic and not. Timelines were adhered too. High work quality. Will hire again.
$100-$200
Price
2 weeks
Duration
Helpful?M mahdi_l9

Italy
Good communication and skills.
Up to $50
Price
2 days
Duration
Helpful?A 
alexdec

Italy
Very good seller, will use again
Helpful?

