Excel Expert for Trip Finance Tracker

Posted 3 days ago

Worldwide

Summary

I’m looking for an Excel expert to improve and rebuild my current trip finance tracker for Beyond Golf Tours. I do not need a full accounting system. I need a clean, easy-to-use workbook where I can: * Add each trip using a unique Trip ID * Track money in and money out by trip * Track different bank account balances by currency: CAD, USD, EUR, GBP * See a front dashboard with revenue, expenses, profit, margins, and cash balances * See monthly revenue, expenses, and profit for tax/accounting purposes * Match transactions to specific trips automatically * Track overall business expenses separately from trip expenses * Use dropdowns and clean formatting so it is easy to update I already have a basic version started, but I want it redesigned into something cleaner, more automated, and easier to use. The workbook should include: * Dashboard * Trip Summary * Money In / Money Out transaction log * Monthly Profit Summary * Bank/Currency Balances * Expense Categories * Settings / Dropdowns This should be a practical, simple Excel workbook — not an overly complicated accounting platform. I want something I can update weekly and send to my accountant at tax time. Please review the attached file as a starting point.

  • $200.00

    Fixed-price
  • Intermediate
    Experience Level
  • Remote Job
  • Ongoing project
    Project Type
Skills and Expertise
Mandatory skills
Microsoft Excel
Financial Report
Nice-to-have skills
Financial Analysis
Microsoft Excel PowerPivot
Activity on this job
  • Proposals:50+
  • Last viewed by client:yesterday
  • Interviewing:
    0
  • Invites sent:
    0
  • Unanswered invites:
    0
About the client
Member since Jul 9, 2026
  • CAN
    Ottawa6:59 AM

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