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Excel Guru for Expense-Tracking Tool Development

$250-750 USD

Cerrado
Publicado hace 2 meses

$250-750 USD

Pagado a la entrega
I need a skilled Excel/Google Sheets wizard to create a comprehensive tool for tracking operating expenses. Our primary focus is on monitoring our operational expenditure in a concise, easy-to-use spreadsheet format. Ideal skills for the job would include: - Proficient understanding of Excel or Google Sheets. - Experience in building financial tracking and forecasting tools. - Great attention to detail. - Good understanding of operating expenses categorization. Your task will be: -Develop a user-friendly dashboard for inputting expenses, including options for date selection, currency selection (USD, GBP, EURO), recurring expenses (monthly/yearly), tags (e.g., marketing, operating), description, and notes. -Design and implement a dynamic dashboard that displays year-to-date (YTD) expenses, profit and loss (PNL), expense growth over periods, PNL growth over periods, and expenses per tag (monthly and yearly). -Utilize currency conversion to forecast future expenses in USD, GBP, and EURO, using today's rates (with a disclaimer). Ensure the dashboard displays the forecasted expenses in all three currencies. -Implement a feature to import expenses or income from CSV files, with support for different formats depending on the contents of the CSV. -Track expenses and income month by month, sorted by date, and include all necessary data for calculations. -Provide a monthly summary feature that shows expenses by category, expenses in USD, GBP, and EURO, and monthly PNL in all three currencies. Additionally, displays expense growth over the month and PNL growth over the month. This tool will be fundamental for our financial planning. We hope to find an enthusiastic candidate with a passion for financial organization!
ID del proyecto: 37859936

Información sobre el proyecto

44 propuestas
Proyecto remoto
Activo hace 1 mes

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44 freelancers están ofertando un promedio de $408 USD por este trabajo
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Being an Excel and Google Sheets wizard, I'm a perfect fit for your expense-tracking project. My seven years of experience as a full-stack developer have honed my skills in developing financial tracking and forecasting tools. I excel in data analytics and financial analysis tasks which is crucial in organizing and making sense of operating expenses. Moreover, I have worked with top companies like Metlife GOSC, DXC Technologies, and Elite Services, garnering a deep understanding of finance management. My coding abilities include development in VBA, Macros which are instrumental in building dynamic dashboards - something you need for year-to-date (YTD) expenses, profit and loss (PNL), and many more. My proficiency in data scraping and crawling will be utilized when we design a feature to support importing of expenses and income from CSV files. With me onboard, you can be assured that your expense-tracking tool will be developed with great attention to detail, accuracy and completed within the timeframe.
$300 USD en 5 días
4,9 (536 comentarios)
8,4
8,4
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Hello, I am an Excel expert and I would like to help you with your project. Please tell me more about it so I can give you a more accurate quote. I am available to discuss on chat.
$500 USD en 7 días
5,0 (502 comentarios)
8,0
8,0
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Hello, Excel expert here. I can perfectly assist you with this and can 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. 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. Lets discuss more in detail about my previous similar experience and how I am highly suitable for this project.
$250 USD en 1 día
4,8 (273 comentarios)
7,4
7,4
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Hi there! As I have read, I see you need help developing your dashboard and analyzing your financial database and I could help you! I'm a professional Database Administrator and Analytics Engineer with more than 10 years of experience and more than 300 projects done here on this platform. I offer unlimited revisions and I don't require any payment in front. I always meet delivery deadlines working until I get the desired results. I know all the most used softwares to do this project specifically, I could even give you some other options in case you think is better to use other tools. Send me a message so I can show you my previous work and we can discuss more. Best regards, Giovanni.
$250 USD en 1 día
4,9 (66 comentarios)
7,0
7,0
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Hello there! I'm Mounir, your Excel Guru, Financial Analyst, and Project Manager Professional all rolled into one. With my 20 years of experience in Financial Management and Strategy and comprehensive understanding of Excel and financial tracking systems, I am well-equipped to develop the ideal expense-tracking tool for you. My knowledge ranges from external reporting down to risk management – everything that's vital for building a detailed expense monitoring platform. I understand just how fundamental this tool will be for your financial planning, which is why I prioritize quality and efficiency without compromise. I am not only skilled, but also punctual—a quality that you can expect with me. My goal is always to bring high value to my clients, and I assure you that will be no different with this project. Let's transform your vision into a reality. Reach out to me now so we can discuss your needs, concerns, and preferences in splendid detail. Let's create a tool that will revolutionize your operating expense monitoring process in a concise, efficient, and user-friendly way—exactly how you need it!
$500 USD en 7 días
5,0 (25 comentarios)
6,1
6,1
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As an Excel expert with keen attention to detail and a deep understanding of financial tracking and analysis, I'm well-prepared to take on your expense-tracking tool development project. My name is Adnan Gohar, and I have extensive experience building financial tools using Excel and Google Sheets, as well as analyzing financial data. My goal is to create a user-friendly dashboard that meets all your requirements while making expense tracking and financial analysis as intuitive as possible. I understand the importance of organization in financial planning, especially when it comes to monitoring operational expenses. My strong background in data analytics will allow me to design a robust system that not only tracks expenses accurately but also forecasts future costs in multiple currencies through dynamic currency conversion. From tagging expenses to incorporating monthly summary reports, rest assured that all your specific requirements will be met with precision. I have successfully delivered numerous projects that required similar skill sets through comprehensive planning, meticulous execution, and effective team communication. Alongside my technical capabilities, my dedication to achieve 100% client satisfaction ensures that your project will be of the highest standard. It would be my pleasure to help you gain better control over your operational expenditures with a state-of-the-art tool that simplifies the complex for you!
$500 USD en 7 días
4,9 (7 comentarios)
5,2
5,2
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Hi, I have gone through the Job details and am interested in taking it up. I need you to share more details with me, and I will deliver the required tasks fast and accurately. We will negotiate my fees depending on how many hours it will take to fulfill the work. I’m Ahmed Hassanein. I’ve been working with MS Office since the 90’s as a user, developer, and trainer. I've been using formulas, VBA, and macros in Excel since 2004. I completed Excel VBA and Google Sheets Apps Script jobs for happy customers (check my job reviews). I have over 25 years of experience supporting systems and users in the information technology field such as office applications, domain servers, application servers, network security, information systems audit, etc. I would be happy if we connect to talk more about your Job and discuss how I can help you accomplish it. Thank you and kind regards, Ahmed Hassanein https://www.freelancer.com/projects/excel/Data-Processing-Create-Reconciliation/reviews https://www.freelancer.com/projects/excel/Creating-interactive-dashboard-out-excel/reviews
$250 USD en 4 días
5,0 (39 comentarios)
5,3
5,3
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Hello Sir, I am an experienced Cost and Management Accountant and Financial Analyst having more than 7 years experience in Accounting and Finance. I have served more than 3 years with top rated audit firm KPMG. I can do this job efficiently as per your given instructions within the short time with 100% accuracy. Looking for your response. Thanks
$500 USD en 3 días
4,9 (23 comentarios)
4,9
4,9
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I checked requirements and i can create totally dynamic excel sheet including charts to tracking expenses according to your requirements. About me ADVANCE EXCEL , more 7 years experience I am a CERTIFIED Excel VBA Programming , CERTIFIED Business Analytics and Professional Certificate in Excel Accountant i have a MASTER of BUSINESS ADMINISRATION
$250 USD en 2 días
5,0 (25 comentarios)
4,5
4,5
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Hi, I came across your project and it looks like you are in search of a financial analyst. As an MBA in Business & Finance and a business professional for the last 7+ years, I am confident that I am the perfect for the project. I specialize in establishing business financial structure, analyzing financial statements, business evaluation, estimate revenues and future expenditures etc. In my career, I have worked with many sectors & industries which include energy, pharmaceutical, real estate, healthcare, financial institutions, technology, telecom etc. in my career. You can check my samples from the following link: https://www.freelancer.com/u/donnie345 Being an adaptive financial analyst, I assure you that your project will be catered with utmost priority and perfection. I have provided my services to the following business industries: Restaurants, Hospitality, Logistics, Hospitals, Pharmaceuticals, Constructions, Real Estate, Immigrations, Law Firms, Manufacturing, etc. Kindly click on the chat button to initiate chat with me so that we can discuss the details of your project. Regards, Ali Ahmed Q.
$250 USD en 1 día
5,0 (3 comentarios)
4,6
4,6
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With over a decade of experience delivering successful projects, I specialize in Full Stack Development, WordPress, Mobile App Design, SAAS Development, and more. Let's work together to create an efficient operating expenses tracking tool tailored to your needs. Can you share your expense categories and project timeline? Let's discuss your budget range for this project. I look forward to bringing your ideas to life.
$675 USD en 5 días
5,0 (1 comentario)
2,9
2,9
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Hi!, I've carefully checked your requirements and really interested in this project Excel Guru for Expense-Tracking Tool Development. I'm a full time data and statistical analyst. I have worked with many clients from the U.S. and European teams. I'm offering best quality and highest performance at the most fair price. I can complete your project on time and your will experience great satisfaction with me. I have rich experienced in Financial Analysis, Excel, Data Analytics and Google Sheets. For more information about me, please refer to my portfolios. I'm ready to discuss your project and start immediately. Looking forward to hearing you back and discussing all details.. Thanks
$450 USD en 3 días
4,6 (3 comentarios)
3,0
3,0
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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,
$250 USD en 3 días
4,9 (4 comentarios)
2,7
2,7
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Hey Seth R., I just finished reading the job description and I see you are looking for someone experienced in Financial Analysis, Excel, Google Sheets and Data Analytics. This is something I can do, Please review my profile to confirm that I have great experience working with these tech stacks. While I have few questions: 1. These are all the requirements? If not, Please share more detailed requirements. 2. Do you currently have anything done for the job or it has to be done from scratch? 3. What is the timeline to get this done? Why Choose Me? 1. I have done more than 250 major projects only on freelancer.com. 2. I have not received a single bad feedback since last 5-6 years. 3. You will find 5 star feedback on last 100+ major projects which shows my clients are happy with my work. Timings: 9am - 9pm Eastern Time (I work as a full time freelancer) I will share you the my recent work in the private chat due to privacy concerns! Please start the chat to discuss it further. Regards, Ahmed
$250 USD en 2 días
5,0 (1 comentario)
1,6
1,6
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Please provide more information about the job you are interested in? I would be happy to explain further and discuss how my expertise in programming, security and automation on Windows operating systems can help this project. With more than 15 years of experience in Windows programming, troubleshooting and setting up enterprise systems, I am proficient in various tools such as WordPress, asp.net core, vb.net, SQL, Excel VBA and automation tools in the Windows environment. I have more than 100 projects including sales CRM applications and graphic PDF invoices, SAP Excel warehousing, technical calculation automation programs and human resource management, personnel salary calculations, technical service rate calculation and automatic writing of hospital appointments in my portfolio. I have completed I have. If you are interested, I will gladly send you a sample of my work. In addition, I have strong problem-solving and creativity skills that have attracted my clients in the past. I invite you to try my services and see the quality of work I offer. Check out my resume and portfolio, which showcases 15 years of corporate experience and 4 years of freelance experience at leading sites. I would like to learn more about this job and use my experience to improve your processes
$550 USD en 15 días
5,0 (1 comentario)
1,6
1,6
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Hello there Seth R., Good afternoon! My name is Jane a skilled data analyst with skills including Google Sheets, Data Analytics, Financial Analysis and Excel. I have over 5 years in tutoring data analysis and statistics. Having completed similar project, I am confident in my ability to deliver high-quality results for this project. I am eager to discuss further details and see how I can contribute to your team. I am happy to offer a free consultation and a 10% discount for first-time clients. Please send a message to discuss more about this project. Best Jane
$250 USD en 3 días
5,0 (3 comentarios)
1,4
1,4
Avatar del usuario
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
$250 USD en 1 día
4,8 (1 comentario)
1,0
1,0
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Hi Seth R., Good afternoon I have read the project description, and I am convinced that I am the best person to help you. I have skills in Financial Analysis, Data Analytics, Google Sheets and Excel. I have worked in many projects similar to yours, making this an interesting task for me. However, I have a few questions before we can proceed. Please message. Thank You Carol M.
$505 USD en 1 día
0,0 (0 comentarios)
0,0
0,0
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Hello Seth R.. This is Matt from the United States and I have been working on this industry for the last decades. I have checked your project is about Excel Guru for Expense-Tracking Tool Development and I am sure that I can fulfill your requirement 100% for sure. I am ready to get started working on your right away. Looking forward to talking to you soon! Thank you. Matt
$750 USD en 5 días
0,0 (0 comentarios)
0,0
0,0
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Hi there,Good afternoon I am Talha. I have read you project details i saw you need help with Google Sheets, Financial Analysis, Data Analytics and Excel I am pleased to present my proposal, highlighting our extensive experience and proven track record in delivering exceptional results. Our portfolio of success will showcase past projects that demonstrate our ability to meet and exceed client expectations. Glowing testimonials from satisfied clients will attest to our professionalism, dedication, and the quality of our work Please note that the initial bid is an estimate, and the final quote will be provided after a thorough discussion of the project requirements or upon reviewing any detailed documentation you can share. Thanks for considering my proposal. I'm eager to collaborate and contribute to your project's success. Let me know if you need any more information. I will wait for your text to discuss the project in further detail. Regards. Talha Ramzan
$250 USD en 11 días
0,0 (0 comentarios)
0,0
0,0

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Bandera de UNITED STATES
Virginia Beach, United States
0,0
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Miembro desde mar 9, 2024

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