Excel Expert Needed for Advanced Personal Finance Tracker

Only for registered members Canada

20 hours ago

Default job background
$5 - $45 (USD) per hour
I'm looking for a highly skilled Excel expert to build and optimize a structured personal finance system ("Family Money Map"). · This project requires strong experience in data modeling, advanced formulas, pivot tables, and clean dashboard design.The goal is to create a scalable, ...
Job description

I'm looking for a highly skilled Excel expert to build and optimize a structured personal finance system ("Family Money Map").

This project requires strong experience in data modeling, advanced formulas, pivot tables, and clean dashboard design.

The goal is to create a scalable, easy-to-use workbook that tracks expenses, income, savings, debt, and account balances, with all reporting driven from a centralized data source.


Scope of Work:

  • Core System Build
Develop a master ledger (Daily tab) as the single source of truth
Implement category and account dropdown systems
Ensure clean, scalable data structure across all tabs


  • Pivot Tables & Reporting

Create pivot tables (on separate tabs) that summarize:
Expenses by category and month
Income by source and month
Savings progress (goal vs actual vs remaining)
Account balances
Tagged spending (e.g., travel, wedding)


  • Financial Views

Weekly view:
calendar-style bill tracking by due date

Monthly view:
income vs expenses with totals and net

Debt tracker:
balances, payments, and status


  • Dashboard (High Priority)

Design a clean, visually appealing dashboard that includes:
Income vs expenses (monthly + YTD)
Spending by category
Savings progress
Account balances
Year-over-year comparison


  • Bills Tracker (Cover Page)

Create a structured matrix showing:
Bills by due date (1–31)
Vendor, account, payment type, and status
Ability to track paid vs unpaid items


Requirements:
Advanced Excel skills (XLOOKUP, SUMIFS, dynamic arrays)
Strong pivot table and data modeling experience
Ability to design clean, professional dashboards


Deliverables:
Fully functional Excel workbook
Clean structure and reliable formulas
Working pivots and dashboard
Brief walkthrough or documentation

Contract duration of less than 1 month. with 30 hours per week.

Mandatory skills:
Microsoft Excel, Data Visualization, Accounting Basics


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