Microsoft Excel Wealth Management System (Personal Finance OS)

Microsoft Excel Wealth Management System (Personal Finance OS) Project Overview I am looking for an experienced Microsoft Excel expert to build a premium personal finance and wealth management workbook. This is NOT a simple budgeting spreadsheet. I want a professional Excel system that feels like a banking dashboard with automation, clean UI, and long-term scalability. The workbook will be my primary financial management tool for many years. ⸻ Main Objectives The workbook should help me manage: * Monthly salary * Budgeting * Daily expenses * Investments * Stock portfolio (especially Kuwait Finance House - KFH) * Debt tracking * Net worth * Emergency fund * Financial goals * Monthly & yearly reports ⸻ Required Sheets 1. Dashboard A professional dashboard showing: * Current Cash * Monthly Salary * Monthly Expenses * Monthly Savings * Investment Value * Net Worth * Debt Balance * KFH Shares * Progress toward financial goals Professional banking-style design. ⸻ 2. Settings A single page where I can update: * Salary * Fixed expenses * Debt values * KFH share price * Initial number of shares * Financial goals Everything else should update automatically. ⸻ 3. Daily Transactions Simple data entry table. Columns: * Date * Category * Description * Amount * Payment Method No complicated data entry. ⸻ 4. Monthly Budget Automatic comparison between: * Budget * Actual Spending * Difference With conditional formatting. ⸻ 5. Investment Portfolio Track multiple investments. For each investment: * Asset Name * Quantity * Purchase Price * Current Price * Current Value * Profit/Loss * Allocation % ⸻ 6. Dedicated KFH Sheet Special page for Kuwait Finance House shares. Include: * Current shares * Average cost * Current market value * Dividend tracking * Purchase history * Remaining shares to reach: * 130,000 * 135,000 * 150,000 * 200,000 shares ⸻ 7. Debt Tracker Track all loans. Include: * Monthly payment * Remaining balance * End date * Automatic monthly reduction ⸻ 8. Net Worth Automatic calculation: Cash * Investments * Debts With charts. ⸻ 9. Monthly Review Automatic report including: * Total spending * Total saving * Largest expense * Budget performance * Investment performance ⸻ 10. Yearly Review Year-over-year comparison with charts. ⸻ Features Required * Professional banking-style UI * Dark blue theme * Professional icons * Excel Tables * Dynamic Charts * Conditional Formatting * Data Validation * Drop-down menus * Protected formulas * Easy to use * Optimized for Microsoft Excel ⸻ Future Expansion The workbook should be designed so new investment types and new financial goals can be added easily without redesigning the entire workbook. ⸻ Deliverables * Microsoft Excel workbook (.xlsx) * Clean formulas * Well organized * Fully editable * Easy maintenance * Documentation explaining how to use the workbook ⸻ I already have the complete architecture, workflow, formulas, features and UI idea. I need an expert to implement it professionally in Excel Please send examples of similar Excel dashboards or financial models you have built. Only apply if you have strong experience in advanced Excel dashboard development.