I will build a custom financial tracker or budget planner in excel or google sheets
Excel and Google Sheets Expert, Dashboards, Trackers and Business Automation
About this Gig
Tired of messy spreadsheets that don't give you a clear picture of your money?
I design custom, automated financial trackers and budget planners in Excel or Google Sheets built around your exact income, expenses, and financial goals.
- Multi-tab structure (Income, Expenses, Summary/Dashboard).
- Automated calculations totals, balances, and category breakdowns update instantly.
- Visual dashboard with charts showing spending trends and savings rate.
- Color-coded alerts for overspending or budget limits.
- Dropdown menus for clean, error-free data entry
- Fully editable and easy to update every month
Perfect for:
- Personal or household budgeting
- Freelancers & small business owners tracking income/expenses
- Debt payoff or savings goal tracking
- Monthly and yearly financial planning
I use advanced formulas XLOOKUP, SUMIFS, INDEX/MATCH plus conditional formatting so your spreadsheet does the work automatically. You enter the numbers; the system handles the rest.
Message me before ordering if you have specific categories, a reference file, or a particular format in mind I'll make sure the final result matches exactly what you need.
Platform:
Excel
•
Google Sheets
Development technology:
Excel
•
VLOOKUP
Expertise:
Pivot tables
•
Formulas
•
Dashboard
•
Charts
•
Data validation
My Portfolio
Other Data Processing Services I Offer
FAQ
Do you work with Excel, Google Sheets, or both?
Both! Let me know your preference before ordering, or I can deliver in both formats.
Can you customize categories to match my specific expenses?
Absolutely — send me your categories (or a rough idea) and I'll tailor the tracker to fit.
I don't know Excel well — will it be easy to use?
Yes. Everything is automated with dropdowns and clear labels, so you just enter your numbers and the sheet does the rest.
Can you add multiple years or currencies?
Yes, this can be added — just mention it in the requirements or contact me before ordering.
Should I contact you before ordering?
Yes. Please send me your requirements first so I can recommend the most suitable package and delivery time.

