I will build finance tracker spreadsheet with automated calculations and dashboard
About this Gig
Tired of manually calculating your finances or struggling to understand your numbers? I will build a finance tracker spreadsheet with automated calculations and a clear dashboard to help you organize financial records, monitor balances, and make informed decisions.
WHAT I WILL CREATE:
- An organized transaction tracker for income and expenses.
- Automated formulas for totals, balances, and financial summaries.
- Category-based tracking to understand where money comes from and goes.
- A dashboard displaying key figures and visual charts.
- Monthly summaries to compare financial activity over time.
- Conditional formatting to highlight important values.
- Custom worksheet layouts suited to your tracking needs.
- An editable Microsoft Excel or Google Sheets file, depending on your package.
MY PROCESS:
- I review your requirements, preferred categories, and reporting needs.
- I build the spreadsheet, configure the formulas, and create the dashboard.
- I test the calculations and deliver the workbook with basic usage guidance.
Whether you need personal finance records, business cash flow tracking, or organized financial reports, I'll tailor the spreadsheet to your selected package.
Order Now.
Platform:
Excel
•
Google Sheets
Development technology:
VBA
•
Google Apps Script
•
Python
Expertise:
Formatting
•
Fixing
•
Forms
•
Pivot tables
•
Formulas
FAQ
Can you build the tracker around my financial workflow?
Yes. I'll structure the worksheets and calculations around your stated requirements.
Will the calculations update automatically?
Yes. The included formulas will recalculate when you enter or update supported data.
Can you create a dashboard with charts?
Yes. The Standard and Premium packages include dashboard visualizations.
Can I track finances monthly or yearly?
Yes. The tracking period can be configured according to the features included in your package.
