Need Help Organizing Personal Budget & Expense Tracking in Excel (Simple Dashboard)

Posted 6 days ago

Worldwide

Summary

Hi there! I have about 6 months of expense and income (salary) data that is currently a bit of a mess, and I just don't have the time to organize it. I’m looking for someone who is great with Excel to help me set up a system that actually makes sense. Here is what I need: Cleanup: Organize my messy 6 months of data into a clean, logical format. Daily Tracking: A simple template where I can easily log my daily expenses. Budget vs. Actual: A way to compare what I planned to spend vs. what I actually spent, so I know when I’m on track or over budget. Simple Dashboard: A clean, easy-to-read view that summarizes where my money is going without being overly complicated. What I’m looking for: I don’t need a "NASA-level" spreadsheet with unnecessary complexity. I just need something practical, functional, and easy to use. If you can set this up and help me understand how to use it, that would be perfect. Budget: $10 (Fixed price for this task). If you’re good with Excel and can get this done quickly, let me know!

  • $10.00

    Fixed-price
  • Entry level
    Experience Level
  • Remote Job
  • One-time project
    Project Type
Skills and Expertise
Mandatory skills
Data Entry
Microsoft Excel
Activity on this job
  • Proposals:20 to 50
  • Last viewed by client:4 days ago
  • Interviewing:
    1
  • Invites sent:
    0
  • Unanswered invites:
    0
About the client
Member since Jun 27, 2026
  • Azerbaijan
    Bakı5:19 AM

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