Description:
I am looking for an experienced Excel specialist to create a detailed and user-friendly spreadsheet for personal financial life and cash flow planning.
The tool should allow a user to input and manage various financial data across multiple categories, with each having its own tab. These should all feed into a dynamic and easy-to-understand summary dashboard.
Key Requirements:
A clean, logical structure across the spreadsheet
Separate input tabs for:
Salaries and employment income
Property income (e.g. rental income)
Investment income (e.g. dividends, interest)
One-off income (e.g. gifts, bonuses, sale proceeds)
One-off expenditure (e.g. holidays, major purchases, medical bills)
Automatic consolidation of all income and expenditure on a summary sheet
Monthly and annual breakdowns
Forecasting elements or the ability to view financial position over time
Clear formatting and instructions for user input
Formulas and links that are robust and easy to follow
Nice to Have (but not essential):
Visual elements like charts or graphs for cash flow
Built-in basic analysis (e.g. net cash position per month)
Flexibility to expand over multiple years
Deliverables:
A working Excel spreadsheet
A short guide or instructions on how to use the tool
Option for light revisions after initial delivery
Please include examples of similar financial or planning spreadsheets you’ve created in the past when you apply. I’m looking for someone with both technical skill and an eye for usability. |
