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Personal Finance Tracker with Advanced Functionality

$30-250 CAD

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Data postării: 21 zile în urmă

$30-250 CAD

Plata la predare
Objective: I'm looking for an expert to recreate an Excel-based Personal Finance Tracker that includes various functionalities for tracking income, expenses, savings, investments, and debts, along with dashboards and visualizations to monitor financial performance over time. Additionally, make specific adjustments as required to tailor the tracker to individual needs. - **Income, Expense, and Savings Tracking**: The tracker should allow for the manual input of financial data along with the ability to import from bank statements. - **Dashboards and Visualizations**: The tracker should have the capability to generate comprehensive and insightful visualizations over time. I'd like to see bar charts, pie charts, and line graphs to monitor my financial performance. Detailed Functionalities and Features: Introduction and User Guidelines: Sheet Name: "READ ME": Provides an overview of the template and important information before use. Emphasizes compliance with copyright laws and restrictions on editing protected parts of the spreadsheet. Instructions on setting the currency and calendar year. Guidance on inputting budget categories and budget amounts. A sample spreadsheet is included to illustrate functionalities and best practices. Categories & Budget Setup: Sheet Name: "Input: Categories & Budget": Section for selecting currency and setting up the budget for the year. Detailed categorization for income, expenses, savings/investments, and debts. Allows for renaming and adding custom categories and subcategories under major sections like Income, Expenses, Savings/Investments, and Debts. Budget amounts can be planned on a monthly basis with columns for each month. Types of expenses (fixed or variable) and bill schedules are defined. Main categories include: Income: Main Income, Side Income Expenses: Housing, Transportation, Food, Household Items, Education, Special Occasions, Miscellaneous Savings/Investments: Savings, Investments Debts: Loans, Credit Cards Transaction Recording: Sheet Name: "Input: Transactions": Records every financial transaction with details such as date, amount, main type (income, expense, etc.), category, subcategory, and description. Includes a checkbox to group credit card expenses by type. Facilitates tracking and categorization of every transaction to keep the budget accurate and updated. Net Worth & Account Balances: Sheet Name: "Input: NetWorth": Tracks monthly balances of various accounts like cash accounts, retirement accounts, taxable investment accounts, personal assets, and debts. Provides a comprehensive view of total assets, total liabilities, and net worth over time. Accounts and their balances are updated monthly to reflect financial standing. Monthly Dashboard: Sheet Name: "Monthly Dashboard": Visual representation of monthly budget, actual expenses, and variances. Displays breakdowns of income and expenses by category and subcategory. Tracks progress towards income, savings, and debt payoff goals. Includes bill schedule to monitor upcoming payments and their due dates. Cash Flow Report: Sheet Name: "CashFlow": Detailed monthly cash flow analysis showing total income, total expenses, total savings & investments, and total debts. Highlights areas of overspending and available funds. Aids in managing cash flow effectively to ensure financial stability. Annual Dashboard: Sheet Name: "Annual Dashboard": Yearly summary of income, expenses, savings/investments, debts, and net worth trends. Visual graphs and charts to compare income vs. expenses, savings vs. investments, and debt to income ratio. Cumulative progress of income, expenses, savings, and debt payoff. Provides insights into financial trends and helps in setting long-term financial goals. Required Adjustments: Customization of Categories: Rename and add custom categories and subcategories as per individual preferences. Ensure new categories align with existing formulae and data validation rules. Enhanced Visualizations: Improve the design and readability of charts and graphs for better visual appeal and clarity. Incorporate additional graphs if required for deeper insights. Automation Enhancements: Implement automation features such as automatic updating of charts and dashboards upon data entry. Set up conditional formatting to highlight important financial metrics. Error Handling and Data Validation: Incorporate error-checking mechanisms to prevent incorrect data entries. Add data validation rules to ensure consistency and accuracy of financial data. User Interface Improvements: Enhance the overall user interface for ease of use and navigation. Provide clear instructions and tooltips within the sheets to guide users on how to use various features effectively. Additional Requirements: Bilingual Versions: Create both an English and a French version of the spreadsheet. French data will be provided to the freelancer for the translation and adaptation of the spreadsheet. Non-Disclosure Agreement (NDA): The freelancer must sign an NDA to ensure confidentiality and protection of the provided data and the developed spreadsheet. Deliverables: Completed Excel Spreadsheet: A fully functional and customized Personal Finance Tracker based on the specifications provided. User Guide Documentation: A comprehensive user guide detailing how to use the tracker, including step-by-step instructions for each functionality. Support for Customization: Initial support for any further customization or adjustments as needed after the first version is delivered. Ideally, you'll have a strong background in personal finance, data visualization, and Excel. Experience in creating similar tools and a good understanding of financial metrics would be highly valued. If you're confident in your ability to deliver a comprehensive, user-friendly, and visually appealing tool, I'd love to hear from you.
ID-ul proiectului: 38261624

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38 propuneri
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Activ: 16 zile în urmă

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38 freelanceri plasează o ofertă medie de $135 CAD pentru proiect
Avatarul utilizatorului
Greetings, As a Microsoft Excel expert with 10 years of experience, I can help you achieve all your goals! Effortless Automation: I specialize in developing VBA macros to automate repetitive tasks, saving your team valuable time and resources. Advanced Data Analysis: Through powerful formulas and pivot tables, I can transform data into actionable insights that drive informed decision-making. Enhanced Data Management: My expertise in data cleaning, sorting, and filtering ensures your data is always accurate and ready for analysis. Compelling Visualizations: I create impactful charts and graphs that clearly communicate data trends and stories for a wider audience. Improved Workflows: I can customize Excel functionalities to fit your specific needs, improving your team's overall workflow and productivity. I am an expert at the mentioned skills (Excel, Financial Analysis, Business Analysis, Data Processing and Visual Basic) With my dedication to efficiency and results, I am confident in becoming a valuable asset to your team. Let's discuss your specific challenges and how I can leverage Excel's power to streamline your workflows and unlock the value hidden within your data. Thank you for your time and consideration. Sincerely, Mohamed Fawzy
$250 CAD în 1 zi
5,0 (184 recenzii)
10,0
10,0
Avatarul utilizatorului
Top 1% in Freelancer.com Hi, Greetings! ✅checked your project details: ✅Completed Time: In project deadline We have worked on 900 + Projects. I have 6 + years of the experience in same kind of projects. If you are looking for a true Freelancer, I am the Right person for you. I am available almost 24-7 and am very responsive. I feel proud that I am a trusted Freelancer who pleases almost every single client. You can rest assure, your work will be delivered well in advance of others, with passion and accuracy. I guarantee you instant communication & responses when you need me. Why choose me? I think every client is the reason for my success. I only take projects which I am sure I can do quickly. My Portfolio Items: https://www.freelancer.com/u/schoudhary1553 I would really like to work with you on this project. If interested, Kindly contact me via chat for further details and discussion. Thank you Sandeep
$180 CAD în 3 zile
4,9 (605 recenzii)
8,5
8,5
Avatarul utilizatorului
Hello, Finance and Excel expert here. I can perfectly assist you in building a top quality Dashboard in Excel which would enable you to analyze, visualize and track Financial Metrics, KPIs and Insights. To make your hiring decision easier, I can share the limited version quickly before you hire and then you can decide if this fulfills your needs or not. I am also available to to start on an immediate basis. I am an experienced Excel professional with years of experience in all the tools of Excel including Visual Basic, Automation, Data Analysis, Complex Formulas, Calculations, Analysis, Financial Modeling etc. Lets discuss more in detail about my previous similar experience and how I am highly suitable for this project. I will be happy to share my portfolio of similar work performed in past.
$100 CAD în 1 zi
4,8 (311 recenzii)
7,5
7,5
Avatarul utilizatorului
Hi I am expert in Data entry, Web search and also Alison certified in excel. I am ready to start now Quality is my top priority Ping me back for further discussion Thank you!
$140 CAD în 1 zi
5,0 (141 recenzii)
6,8
6,8
Avatarul utilizatorului
As a seasoned academic writer, my talent for thorough research and analysis can be leveraged to recreate your Excel-based Personal Finance Tracker with absolute precision. Through working on diverse projects in business analysis, I have garnered relevant skills in Excel and financial analysis which make me the ideal candidate for this job. In addition, my knack for detail will ensure each aspect of the tracker is finely-tuned according to your requirements. Your budget categories will be comprehensively catered for as I can rename and add custom categories seamlessly, keeping existing formulae and data validation rules intact. Moreover, as an academic writer, I have worked with large datasets and know how crucial visualizations are for grasping complex information at a glance. My proficiency in generating visual graphs, charts including bar, pie, and line graphs makes me aptly equipped to construct the detailed dashboards and insightful visualizations you seek. Seeking efficiency through comprehensive planning and a sharp eye for detail makes me the ideal fit to transform your concepts into a functional finance tracking tool intended specifically to suit your needs.
$150 CAD în 5 zile
4,7 (31 recenzii)
5,4
5,4
Avatarul utilizatorului
Hello, I can develop your Personal Finance Tracker with advanced functionalities tailored to your specific needs. Lets chat and discuss further! I am Aneesa, with a robust background in personal finance management and extensive experience in Excel automation and data visualization, I am well-equipped to handle this project effectively. To begin, I will first meticulously review your detailed requirements and ensure a thorough understanding of all specifications, including income, expense, savings, investments, and debt tracking. My approach will involve creating a structured framework that allows for seamless data entry manually or through automated imports from bank statements. For the visual aspect, I will design intuitive dashboards and visualizations using a variety of charts (bar, pie, line graphs) to provide clear insights into your financial performance over time. These visual tools will not only monitor budgets and actuals but also aid in goal tracking and financial decision-making. Furthermore, I will prioritize user experience by enhancing the spreadsheet’s usability with clear instructions, tooltips, and error-checking mechanisms to maintain data accuracy and consistency. In conclusion, my goal is to deliver a comprehensive, user-friendly, and visually appealing Personal Finance Tracker that meets all your specifications and exceeds your expectations Best Regards, Aneesa
$100 CAD în 1 zi
4,8 (19 recenzii)
5,1
5,1
Avatarul utilizatorului
Hello. I read your requirement i will do that. Please come on chat we will discuss more about this. I will waiting your reply.
$120 CAD în 1 zi
5,0 (25 recenzii)
4,5
4,5
Avatarul utilizatorului
Hi, I'm an expert in writing and analysis, ready to recreate your Excel-based Personal Finance Tracker with advanced Excel skills and business analysis experience, I can design a tracker for easy manual input and bank statement import, helping you track income, expenses, savings, investments, and debts. I specialize in creating dashboards and visualizations to monitor your finances. Using bar charts, pie charts, and line graphs, I provide clear insights into your financial performance. Your project will benefit from my dedication to meeting individual needs. I'll customize categories and enhance visualizations, ensuring everything aligns with your existing formulas and data rules. My research abilities will bring in industry best practices for a refined product. In summary, my background in data analysis and commitment to privacy make me a reliable choice. Let's transform your finance management experience together. Thank you!
$140 CAD în 1 zi
4,7 (6 recenzii)
4,6
4,6
Avatarul utilizatorului
Hi there, I have an M.B.A in Business and Finance, and more than 10 years of experience as a business consultant, I have helped clients take off their businesses and reach new heights by optimizing the strategy, research, analyzing their market and competitive position, and creating a clear and compelling business plan to articulate their opportunity. I can surely assist you in writing a business plan. While working on this, I will ensure to provide extensively researched content, which will specifically include an Executive Summary, a Business Overview, an effective Operations Plan, Market analysis and Cost Analysis, Product and Services description, Sales and Marketing strategies, a Competitive Analysis, Management Team, Financial Plan and estimated Projections. My top priority will be helping you with a high-quality write-up for this business plan. As a professional business strategist, carrying a decade of experience in the writing industry, I will be crafting a perfect plan for you that helps you focus on both short-term and long-term goals, making sure your ideas succeed. I have had the pleasure of working on several similar projects with multiple clients over different freelancing platforms; I can deliver quality work to tight deadlines. You can see an example of one of those projects in my portfolio. Feel free to engage me by sending a single text. Regards,
$30 CAD în 1 zi
4,9 (17 recenzii)
4,2
4,2
Avatarul utilizatorului
"Hey Abbas," I have carefully reviewed the project requirements for the Personal Finance Tracker with Advanced Functionality. To meet your objectives, I propose to recreate the Excel-based tracker with the following detailed functionalities: - Income, Expense, and Savings Tracking: Manual input and bank statement import capabilities. - Dashboards and Visualizations: Bar charts, pie charts, and line graphs for financial performance monitoring. - Introduction and User Guidelines: Detailed instructions on template usage and customization options. - Categories & Budget Setup: Customizable categories for income, expenses, savings, and debts. - Transaction Recording: Record financial transactions with date, amount, category, and description. - Net Worth & Account Balances: Track monthly balances of accounts for a comprehensive financial view. - Monthly and Annual Dashboards: Visual summaries of income, expenses, savings, debts, and net worth trends. I will also focus on customization, enhanced visualizations, automation features, error handling, data validation, user interface improvements, bilingual versions, and NDA compliance. Let's discuss further to initiate the project. Best regards
$30 CAD în 1 zi
5,0 (6 recenzii)
3,7
3,7
Avatarul utilizatorului
Hello Excel Expert Here, I have developed many customised solutions to many businesses via Freelancer and directly. My expertise is in spreadsheet automation using complex formulas and/or VBA/google appscript. Happy to do the Personal Finance Tracker with Advanced Functionality calculation sheet designed and formulated. Let's discuss further and get this done. Thank you!
$250 CAD în 7 zile
5,0 (6 recenzii)
3,7
3,7
Avatarul utilizatorului
Hi I have read the requirements and understand them. I can assure you that if you work with me once, you will always work with me on these kinds of projects. would you like to discuss the project with me?
$40 CAD în 1 zi
4,8 (15 recenzii)
3,2
3,2
Avatarul utilizatorului
Hi there, I've reviewed the details of your project, Personal Finance Tracker with Advanced Functionality! With 4-5 years of experience in Business Analysis, Visual Basic, Data Processing, Excel and Financial Analysis, I’m confident in delivering top-notch results that align with your vision and goals. Do you have any additional ideas or features in mind? Let’s discuss them and explore how we can make your project even better. What We Offer: Proven Experience: Check out our portfolio and client ratings to see our high-quality work and happy clients. Flexible Bid: The bid amount is just an estimate. We'll finalize it after a detailed discussion to understand your exact needs. Innovative Solutions: We provide creative and effective solutions customized for your project. Let’s connect to discuss your project in detail. Looking forward to working with you! Best regards, Rashid Amjad.
$250 CAD în 8 zile
5,0 (2 recenzii)
3,0
3,0
Avatarul utilizatorului
First I would appreciate you for clearly putting out the requirements. I am well versed with Excel and I could visualise how I shall undertake the entire work shared by you. We can connect once to discuss the proposal.
$250 CAD în 2 zile
5,0 (4 recenzii)
3,1
3,1
Avatarul utilizatorului
Affordable, Early Delivery. ★★★★★★★★★★★★★★I hold a Masters degree which gives me the requisite background to handle writing from various subjects. I am a highly committed person towards my work. You can rely on QualityXenter for quality and consistency in writing. We never violate copyright rules. I have vast amount of experience in this industry since I am working from 2015 as a professional writer. I provide many modifications till to get your satisfactions. I have access to enough journals to use in your research project. I always produce quality work at VERY LOW RATES so, don't worry if you have a low budget for your work, I will be very happy to make a new client like you. I am producing quality work for my clients including ARTICLE WRITING, REPORT WRITING, ESSAY WRITING, RESEARCH PAPERS, BUSINESS PLAN, TECHNICAL WRITING, MATLAB, THESIS, ACCOUNTING & FINANCE work ETC. Go through my profile link https://www.freelancer.com/u/qualityxenter
$30 CAD în 1 zi
4,9 (3 recenzii)
2,1
2,1
Avatarul utilizatorului
I am pleased to submit my proposal for the Personal Finance Tracker project. With my expertise in Excel, data visualization, and personal finance, I am confident in my ability to deliver a high-quality tool that meets your requirements. Key Deliverables - Completed Excel Spreadsheet with all specified functionalities - User Guide Documentation with step-by-step instructions - Support for customization and adjustments Why Choose Me - 10+ years of experience in Excel and VBA programming - Proven track record of creating complex financial tools - Strong understanding of personal finance and financial metrics - Ability to deliver a comprehensive, user-friendly, and visually appealing tool Additional Value - I will provide a bonus feature: automated budgeting suggestions based on user input - I will deliver the project 2 weeks earlier than the estimated timeline Conclusion Thank you for considering my proposal. I am confident in my ability to deliver a high-quality Personal Finance Tracker that meets your requirements. Please feel free to ask for any additional information or clarification.
$50 CAD în 7 zile
2,8 (1 recenzie)
1,7
1,7
Avatarul utilizatorului
Hello I saw the job description and I am really experience in this field. I am sure I can deliver high quality. I have rich experience in the VBA and C#, C++ and this is my main skill. If you hire me I can show demo version within 3 days. This project is best project in my developing life, so I want to show you my good skill. I want to discuss more detail about this. Will wait for your reply... Best Regards
$200 CAD în 3 zile
5,0 (1 recenzie)
0,3
0,3
Avatarul utilizatorului
Hello, I am confident that I can develop and implement a comprehensive Excel-based Personal Finance Tracker tailored to your needs. I look forward to working with you. Best regards, From Denis
$90 CAD în 1 zi
0,0 (0 recenzii)
0,0
0,0
Avatarul utilizatorului
I am a dedicated data entry operator with a proven track record of accuracy and efficiency in handling large volumes of data. With 3 years of experience in data entry and management systems like [mention specific software if applicable], I ensure meticulous attention to detail and adherence to deadlines. My commitment to maintaining data integrity and confidentiality is unwavering. I am eager to apply my skills and contribute to your team's success in managing and processing data effectively.
$140 CAD în 7 zile
0,0 (0 recenzii)
0,0
0,0
Avatarul utilizatorului
Having completed my degree in Business Administration, I am well-versed in various aspects of finance and am skilled in manipulating extensive datasets in Excel to create robust and user-friendly systems. This project aligns perfectly with my expertise and passion for financial analysis. Not only have I developed similar financial tracking systems before, but I can also enhance the existing functionalities to tailor it specifically to your needs, whether that includes creating more detailed categorizations, building in automation for importing statements, or improving the overall visualizations. One of the key features that sets me apart is my ability to adapt quickly and learn new skills on the go. So if there are any additional features you'd like to include or unfamiliar tools required for this project, I am committed to investing the time and effort necessary to become proficient with them. Moreover, your mention of currency and calendar year setup is something that I excel at. Having worked with international clients before, adjusting budget categories and amounts according to specific regions' requirements is an area where I have gained significant experience. Lastly, my commitment to continuous growth aligns perfectly with your expectation of "a comprehensive view of total assets, total liabilities, and net worth over time.
$140 CAD în 7 zile
0,0 (0 recenzii)
0,0
0,0

Despre client

Steagul CANADA
laval, Canada
4,3
5
Metoda de plată a fost confirmată
Membru din iul. 5, 2019

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