I will send you a budget finance dashboard google sheets

5.0
5.0

United States

I speak English

707 orders completed

Helping people take control of their financial future

Welcome to my profile! As you may have noticed, my specialization is in spreadsheet development. I have found there is no limit to the number of use cases where a spreadsheet can help improve and op...

Level 2

Has met high performance criteria and has a proven track record for meeting client expectations.

Highly Responsive

Known for exceptionally quick replies

About this Gig

Full YouTube video tutorial: https://www.youtube.com/watch?v=DK5clkMWicU


This Personal Finance spreadsheet template was designed and programmed to allow for the maximum amount of customizability, allowing you to set it up based on your unique situation.


You can set up the following amount of Custom entries for each of the following:

  • 15 Income categories
  • 15 Expense categories
  • 15 Asset accounts
  • 15 Liability accounts
  • 15 Retirement accounts


After you go through the initial Setup, you'll just need to enter in your Monthly Income and Expenses, as well as your end of Month balances for each of you Financial accounts you want to track.


Throughout the year you will be able to track your financial goals with a powerful set of analytics graphs/tools:

  • Monthly Balance Sheet over time (Assets, Liabilities, Retirement)
  • Monthly Cash Flow over time (Gross Income, Tax/Expense, Net Income)
  • Yearly Financial Review (Gross Income, Taxes, Expenses, Net Income)
  • Expense Breakdown (Pie Chart breakdown of Expense categories)
  • Current Net Worth
  • Total Income and Total Expense entries


[budget planner, budget spreadsheet, budget template, expense tracker, budget tracker, finance planner, budget google]

Financial goals:

Saving for Retirement

Paying Off Debt

Time horizon:

Monthly Budgeting

Tracking method:

Spreadsheet-Based Tracking

Language:

English

Target country:

United States

Reviews

4 reviews for this Gig
5.0

(4)
(0)
(0)
(0)
(0)
Rating Breakdown
  • Seller communication level
    5
  • Quality of delivery
    5
  • Value of delivery
    5
Sort By
Most relevant
  • D

    david_wormaz

    ES

    Spain

    5

    Very good template. It is going to help me organize my bills! Thank you!

    $50

    Price

    2 days

    Duration

    Helpful?
    Yes
    No
  • K
    image-docs

    katekares2018

    US

    United States

    Ongoing collaboration
    5

    Thank you again

    $50

    Price

    4 days

    Duration

    Helpful?
    Yes
    No
  • A

    alex_pitcher

    GB

    United Kingdom

    5

    Great spreadsheet exactly as described. Helpful video.

    $50

    Price

    1 day

    Duration

    Helpful?
    Yes
    No
  • M
    image-docs

    mdmurphy

    US

    United States

    5

    Easy and Clear. Thank you!

    $50

    Price

    Helpful?
    Yes
    No
Reviews

4 reviews for this Gig
5.0

(4)
(0)
(0)
(0)
(0)
Rating Breakdown
  • Seller communication level
    5
  • Quality of delivery
    5
  • Value of delivery
    5
Sort By
Most relevant
  • D

    david_wormaz

    ES

    Spain

    5

    Very good template. It is going to help me organize my bills! Thank you!

    $50

    Price

    2 days

    Duration

    Helpful?
    Yes
    No
  • K
    image-docs

    katekares2018

    US

    United States

    Ongoing collaboration
    5

    Thank you again

    $50

    Price

    4 days

    Duration

    Helpful?
    Yes
    No
  • A

    alex_pitcher

    GB

    United Kingdom

    5

    Great spreadsheet exactly as described. Helpful video.

    $50

    Price

    1 day

    Duration

    Helpful?
    Yes
    No
  • M
    image-docs

    mdmurphy

    US

    United States

    5

    Easy and Clear. Thank you!

    $50

    Price

    Helpful?
    Yes
    No