I will build a custom financial tracker or budget planner in excel or google sheets

Bulgaria

I speak English

30 orders completed

Excel and Google Sheets Expert, Dashboards, Trackers and Business Automation

Hi! I'm Stefka, an Excel & Google Sheets Expert who create premium spreadsheet solutions built for real business use. My spreadsheets combine advanced formulas (INDEX/MATCH, XLOOKUP, array formulas, n...
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

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