Excel Financial Asset Tracker Project

I am looking for an experienced Microsoft Excel professional to create a clean, professional-looking, single-sheet financial asset tracker for someone’s personal finances. This is not a budgeting spreadsheet or expense tracker. It is a master inventory of financial assets spread across multiple financial institutions. It should be simple, almost as if I created it or edited it from a template. Overall Goal Create one Excel worksheet that serves as a complete financial dashboard showing every financial account owned. The spreadsheet should be extremely easy to read, update, print, and understand, even for someone with limited Excel experience. Everything should remain on one worksheet. I do not want multiple tabs. The spreadsheet should automatically calculate totals while requiring only simple manual entry of balances and dates. ________________________________________ Assets to Track Approximately: • 10 different banks or credit unions • Each bank contains: o 1 Checking Account o 1 Savings Account o 3–5 Certificates of Deposit (CDs) • Traditional IRA • 401(k) (or similar retirement account) • Required Minimum Distribution (RMD) notes if applicable • Two Life Insurance Policies ________________________________________ Layout Requirements The worksheet should have the following sections: Header Top of page should contain: • Name • Financial Asset Summary • Last Updated Date • Grand Total of All Assets (larger and easy to see) ________________________________________ Bank Sections Each bank should have its own clearly separated section. Example: PNC Bank Checking Savings CD #1 CD #2 CD #3 Bank Total The same layout repeats for every bank. Each bank section should be visually separated using color. For example: Blue Header – Bank #1 Green Header – Bank #2 Orange Header – Bank #3 Purple Header – Bank #4 Gray Header – Bank #5 etc. Each bank should be immediately recognizable. ________________________________________ Columns Each account should have these columns: Institution Name Account Type Dummy Account Number Current Balance CD Maturity Date Bank Contact Info, including website link Notes ________________________________________ Totals At the bottom of every bank section there should be an automatically calculated: BANK TOTAL using Excel SUM formulas. At the very bottom of the worksheet there should be a: GRAND TOTAL that automatically adds together: • Every Bank Total • Retirement Accounts • Cash Value of Insurance Policies (if entered) No manual calculations should ever be required. ________________________________________ Retirement Section Separate sections for retirement accounts including: Institution Account Type Account Number (dummy) Current Balance Financial Advisor Phone Number Required Minimum Distribution (Yes/No) Annual Distribution Amount (optional) Notes ________________________________________ Life Insurance Section Separate section containing: Insurance Company Policy Number (masked) Policy Type Death Benefit Cash Value Agent Name Agent Phone Agent Email Notes ________________________________________ Automatic Formatting Please use professional formatting including: Bold section headers Alternating row shading Borders Currency formatting Date formatting Very simple 12 pt font such as arial or aptos narrow Nothing overly fancy or designed. Consistent spacing Suitable for printing. ________________________________________ Color Coding Each financial institution should have its own header color. The retirement section should have a different color. The insurance section should have a different color. The Grand Total should stand out using a simple highlighted box. ________________________________________ Ease of Use The spreadsheet should be designed for someone with very little Excel experience. No complicated menus. No macros. No VBA programming. No hidden worksheets. No complicated formulas other than automatic totals. I simply want to click into a balance cell, type the updated amount, and have every total automatically update. ________________________________________ Security The spreadsheet should NOT contain: Any account numbers (use dummy 12345 etc) Actual dollar amounts (use dummy $1 or whatever necessary) Social Security numbers Passwords PINs Usernames Security questions ________________________________________ Future Expansion Please leave room to add: Additional banks Additional CDs Additional retirement accounts Additional insurance policies without redesigning the worksheet. ________________________________________ Deliverables Please provide: • Excel (.xlsx) • Editable • Compatible with Microsoft Excel 365 • Printable on standard letter paper • No password protection • Clean professional design • Easy for non-technical users to maintain The finished spreadsheet should look like a professional financial dashboard while remaining simple enough that anyone can update it in a few minutes each month.