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I will do professional excel budget dashboard for personal finance
Budget Dashboards Financial Models and Excel Reporting
Qualified Chartered Accountant specializing in personal budget management dashboards, financial models, and Excel reporting tools for individuals and businesses worldwide.
Personal Budget & Savings Da...
About this Gig
Struggling to track your income, savings, and investment goals every month?
I will build you a custom, fully automated budget dashboard in Excel, Google Sheets, or Power BI a clean, color-coded control panel that shows exactly where your money goes, how close you are to your savings targets, and how your investments are growing.
One dashboard. Total financial clarity. Delivered in as little as 2 days.
What You'll Get
Monthly budget planner with income vs. expense breakdown
Savings goal tracker with visual progress bars
Investment goals panel target vs. actual comparison
Expense category charts (rent, food, bills, transport & more)
Cash flow summary with monthly surplus/deficit
Debt payoff tracker with timeline
Clean, modern graphic design with color-coded visuals
100% automated zero manual formulas to manage
Why Work With Me
Custom-built for your specific goals no recycled templates
Beginner friendly, zero spreadsheet experience needed
Professional, easy-to-read visual layout
After-delivery support included
Platforms available: Excel, Google Sheets, Power BI
Message me before ordering with your goals
Visualization tools:
Microsoft Excel
•
Power BI
•
Python
Service type:
Budget Vs. actual analysis
Industry:
Data analytics
•
Energy
•
Financial services
Target country:
Canada
•
Israel
•
United Kingdom
My Portfolio
Other Financial Planning & Analysis Services I Offer
FAQ
What do you need from me to start the project?
I’ll need your business or project details, historical financial data (if available), your budget assumptions, and specific requirements (e.g., time frame, industry, output format).
Will I be able to use the Excel model myself after delivery?
Yes, the Excel model will be fully editable, with clear formulas, labels, and input sections so you can easily update it later.
Can you calculate NPV and IRR for my investment project?
Absolutely! I use discounted cash flow techniques to provide accurate NPV and IRR analysis based on your cash inflows, outflows, and discount rate.
Will you provide charts and visuals with the financial model?
Yes. I include clean and professional charts (e.g., line charts, bar graphs, break-even visuals) for better financial presentation.
Do you sign an NDA or keep my data confidential?
100%. As a Chartered Accountant, confidentiality and professionalism are my top priority. Your data stays safe and private.
Reviews
2 reviews for this Gig
| (2) | ||
| (0) | ||
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| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
Most relevant
K kaleemfarooq920
Pakistan
it was wonderfull experiance with Mr sohail. He was very professional, detail oriented, coopertive and made delivery on time.
$50
Price
2 days
Duration
Helpful?R raufsuleman133
Australia
Sohail provided exceptional financial modeling and forecasting services, including ratios analysis. His attention to detail and deep understanding of financial concepts greatly impressed me. The insightful forecasts he provided have been valuable for my business planning. I highly recommend Sohail for...
$50
Price
1 day
Duration
Helpful?
Reviews
2 reviews for this Gig
| (2) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
Most relevant
K kaleemfarooq920
Pakistan
it was wonderfull experiance with Mr sohail. He was very professional, detail oriented, coopertive and made delivery on time.
$50
Price
2 days
Duration
Helpful?R raufsuleman133
Australia
Sohail provided exceptional financial modeling and forecasting services, including ratios analysis. His attention to detail and deep understanding of financial concepts greatly impressed me. The insightful forecasts he provided have been valuable for my business planning. I highly recommend Sohail for...
$50
Price
1 day
Duration
Helpful?
