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BUILD ME A MICROSOFT EXCEL FINANCIAL RECORDS FILE

£20-250 GBP

Closed
Posted about 6 years ago

£20-250 GBP

Paid on delivery
I am looking for an Microsoft Excel expert who can build a basic but good useable financial spreadsheet file for private finances that will do the following: 1) To enable me to record my financial expenditure into 10 key "categories of spend" so for example: Food, Car, Rent, etc. 2) To then automatically add up and calculate that expenditure against monies paid into a number of accounts - this does not need to link to any external function or bank account just so that it can calculate against physical monies paid in that will be manually entered into the sheet but to be recorded against a transaction type - so, for example, Credit Card or Bank Account or Charge Card, etc. 3) To then enable me to run a report monthly or whenever I wish to so that I can calculate where the money has been spent across which categories, etc. - this report should be then automatically transferred into pie charts or other chart types by the click of a button so that I can easily view expenditure against any monies paid in 4) This file should also contain a "savings builder" so that monies can be recorded against accounts and savings built up over a tracker over a period of time 5) Also to contain a "debt builder" that breaks down several lines of debt - so, for example, Car loan, mortgage, credit card, loan, etc. and also so that it can work out what is paid and what is left to pay and then able to run reports to see how much remaining debt exists in total, etc. and again can be converted to a chart 5) The file should permit for 2 or more peoples accounting needs I know Excel and I could probably do this myself with time but I do not have time. It is something that can be developed by an Excel expert quickly.
Project ID: 16187863

About the project

17 proposals
Remote project
Active 6 yrs ago

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17 freelancers are bidding on average £154 GBP for this job
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Dear, we are Team of French + US. I checked your project description, and I confirm I can develop your program. I will focus on user friendly interface. As you can see I have very good rate, you can be sure I am serious. Regards, Fabrice
£142 GBP in 3 days
4.7 (87 reviews)
7.3
7.3
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I am an excel expert and have completed many complicated excel related tasks. Can provide you sample if required of my past and current work. Read the project specs. Looks like this project is feasible. Just want to understand and make sure some of the requirements ..so kindly open PM to discuss work and budget..I am based in california and can talk over phone to understand the requirements and will provide support though out the project till you are satisfied with the work.. Regards,
£211 GBP in 5 days
4.9 (153 reviews)
6.8
6.8
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Hello, my name is Cristian, I have a degree in Business and work with excel every day. I have much experience with spreadsheets, formulas, models and macros. Check my reviews. Best regards
£200 GBP in 5 days
5.0 (186 reviews)
6.7
6.7
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Hi, I built similar modules in Microsoft Excel. I have an excellent experience with accounting, consolidating, forecasting, budgeting, costing and financial reports. Parallelly, I specialized in technologic information area and an expert in Microsoft Excel and VBA. I build consolidated financial statements applications and business plans modeling for global companies. I am a professional financial and a guru in Excel and VBA. I create creative and sophisticated financial & statistic models in a simplified and logical manner. I have extensive knowledge and expertise in advanced formulas, Pivot Tables, Visual Basic Application including preparation of dynamic dashboards, screen layout's (user-forms), drop-down boxes, generator reports, and charts. More on that, I develop financial modules including business valuation methodology & ratios. Also, I have experience in accounting, Financial Report Tools. I offer you 35+ years of experience working in a variety of companies including, VC's, privet investors, entrepreneurs, startups, marine and land transportation, retailers, power plants, farms, insurance, universities, real estate & constructions, medical equipment manufacturer, among others.
£250 GBP in 3 days
5.0 (43 reviews)
6.0
6.0
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I am an Excel Expert with Professional experience working with Excel both with Formulas and Macro. Working with complicated formula and Developing Macro programs are part and parcel of my daily work. I am a Business (MBA) Graduate with major in Finance and MARKETING along with 5 years of experience in different analytical roles. Currently I am working for a Multinational Telecommunication Company as an B2B Analyst Manager.I believe I can do a fantastic work for you if you provide me the opportunity. "
£100 GBP in 3 days
4.9 (110 reviews)
6.1
6.1
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Hi there, I can develop user friendly highly interactive sheet for you to manage your fiannces. Kindly contact for details. Thanks
£250 GBP in 5 days
4.9 (48 reviews)
5.7
5.7
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Hello, I have been working as freelancer since last ~ 5 years,prior to this was working with a MNC as an Sr. Software Professional. Below are some key areas of my skills: -- VBA and Excel,Word,Office Applications -- Expert on C# using .NET framework using Visual Studio 2012 and 2013 -- Expert in VB.NET using VS2012/VS2013 -- WPF and Windows Forms Application -- Expert in ASP.NET,MVC -- JS,Google extensions and google scripts I have experience in all the above areas and during my project work I have completed all of the above tasks. As a Freelancer also I have worked in few of the above areas where I got a chance and delivered the best. Delivering best & Customer satisfaction is the key for any individual and I always worked keeping these things during project execution. Would be looking forward to work on this opportunity and will ensure to deliver best. Regards, Abhinov
£150 GBP in 3 days
4.8 (52 reviews)
5.4
5.4
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1. Expert in Excel, Excel formulas, and all excel functions, macros, lookup, pivot tables and charts. 2. Have done many projects in Excel, created many dashboards, and Business intelligence tool for forex markets. 3. Can complete on time with good quality and on time. 4. Experienced MBA Finance as well.
£80 GBP in 3 days
4.8 (45 reviews)
5.2
5.2
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Hi, What you're asking for is fairly strightforward if you just want a balance sheet (then some other reporting sheets). I understand the debt builder part - provided you know which accounts are associated to paying off that debt. The one I'm not sure of is the savings builder - unless it's just precisely the same thing as the debt builder (where there is no capital to be paid off). To use the sheet for 2 or more people you would surely just copy the sheet and have a separate sheet for each person? Or are these joint accounts or something? Thanks a lot, John
£150 GBP in 1 day
5.0 (5 reviews)
4.3
4.3
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Hi, Nice to know your requirement. I am an excel, vb6 expert and have delivered seven excel vba projects in the past one month. Not only that, I have strong domain knowledge in finance, and had been part of finance module ERP development, maintenance. Willing to take up your project. Looking forward to working with you. Thank you, Regards.
£100 GBP in 2 days
5.0 (14 reviews)
3.9
3.9
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I am an Australian business analyst with 15 years professional experience working with financial data in Excel. I have built numerous automated financial reporting (as well as my own personal budgeting). I would love to chat with you about your project!
£150 GBP in 3 days
5.0 (12 reviews)
4.1
4.1
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Immediate availability. Responsible, fast and accurate. Full-time freelancer. Excel expert. 100% satisfaction guaranteed. Available to any help after completion. Experience of 7 years using excel for organizing and analyzing any company variables. Experience on programming with VB in excel, creating any report using pivot tables and pivot charts, dashboards.
£111 GBP in 3 days
5.0 (12 reviews)
4.0
4.0
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We offer best service in business and engineering as a result of our diverse qualification and professionalism. We are reliable, innovative, creative, swift, dependable, effective, and efficient. Three kind of people exist in the world. Those who want things happen, those who make things happen, and those who watch things happen. In “wealth de success”, WE MAKE THINGS HAPPEN
£20 GBP in 1 day
5.0 (2 reviews)
3.6
3.6
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hi, I am very good in Excel vba, macro, chart etc. if you want to see my excel skills i can share with you some of my work on excel. I understand your requirements and no issue for me to full fill these. I feel fit myself for this project. please contact with me. Thanks.
£74 GBP in 3 days
5.0 (7 reviews)
2.9
2.9

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