I'm in need of an expert with Excel, somewhat familiar with macOS, to create a comprehensive spreadsheet for tracking my expenses. The spreadsheet should support calculations for multiple currencies and accounts.
Features required:
- Categorizing expenses as: Food & Drinks, Rent & Utilities, Entertainment & Leisure, Vehicle expenses, Savings Accounts, and Costs for running my freelance business
- Multicurrency calculations
- Multiple accounts tracking
Specifically, I'd like an automatic system that would allow me to:
- choose from which account the expenses listed needs to be paid out of (or into, if it's earnings/wages)
- allows me to choose the currency and account for the transaction recorded, with balances adjusting accordingly
- transfer between accounts
- track the balance of credit cards by being able to add purchases and subtract payments
- Provide end of month summaries
Please see attached file and please feel free to offer any ideas tips on how to make it better or more suitable to the intended need.
Ideal skills:
- Very proficient in excel
- Experience in creating financial spreadsheets
- Understanding of expense categorization, currency conversion
As I need this functional as quickly as possible, promptness in your responses and reliability in the delivery timeline commitment is crucial. Previous experience with similar projects or projects demonstrating detailed data organization will be given preference.
Dear [Client],
Thank you for considering me for your multi-currency expense organizer spreadsheet project. As a seasoned Excel specialist with a deep understanding of macOS, I am more than qualified to deliver the efficient, user-friendly solution you need. Not only have I successfully created and maintained similar spreadsheets in the past, but my expertise also extends to financial data organization and automation.
My proficiency in handling complex calculations will ensure that multiple currencies and accounts are accurately managed within the sheet. My strongest assets lie in taking detailed projects such as this one and transforming them into intuitive systems that streamline your data management. Transfers between accounts, credit card balance tracking, and end-of-month summaries are all areas I'll handle with diligence and precision.
Time is crucial to you, and so my keenness on promptness makes us an ideal fit. My past clients can attest to my reliability and the high quality of my work delivered within stipulated timelines. Let's turn your vision into reality; contact me via the 'Hire Me' button to get started on creating something extraordinary together!
Best Regards,
Akriti