You will get an automated Google Sheets finance dashboard from your CSV reports
Project details
Turn recurring CSV exports into a maintainable Google Sheets finance dashboard. I will normalize the agreed columns, build formulas and summaries, and connect the import tabs to clear monthly income, expense, cash-flow and allocation views. The result is designed for a repeatable manual refresh: replace or append the next CSV, run the agreed checks, and review updated KPIs and charts.
Every package includes an input and schema check, documented assumptions, validation of totals and formulas, and a concise refresh handoff. Standard and Advanced can add profit allocation, cash-flow forecasting and net-worth tracking within the selected package limits.
This is spreadsheet implementation and operational reporting, not accounting, tax, investment or legal advice. Bank, Stripe or Xero API integrations, paid connector fees and unsupported file formats are excluded unless separately agreed. Work starts after the sample files, target KPIs and acceptance criteria are confirmed.
Every package includes an input and schema check, documented assumptions, validation of totals and formulas, and a concise refresh handoff. Standard and Advanced can add profit allocation, cash-flow forecasting and net-worth tracking within the selected package limits.
This is spreadsheet implementation and operational reporting, not accounting, tax, investment or legal advice. Bank, Stripe or Xero API integrations, paid connector fees and unsupported file formats are excluded unless separately agreed. Work starts after the sample files, target KPIs and acceptance criteria are confirmed.
Data Tool
Google SheetsWhat's included
| Service Tiers |
Starter
$45
|
Standard
$95
|
Advanced
$175
|
|---|---|---|---|
| Delivery Time | 2 days | 3 days | 5 days |
Number of Revisions | 1 | 2 | 2 |
Number of Graphs/Charts | 2 | 4 | 6 |
Number of Variations | 1 | 1 | 1 |
Data Source Connectivity | |||
Web Embedding | - | - | - |
Interactive/Animated Visuals | - | - | - |
Frequently asked questions
About Javier
API & Automation Developer | Python, TypeScript, n8n, Pine Script
Valencia, Spain - 10:33 am local time
Services I can deliver:
• Python and Node/TypeScript API debugging
• n8n workflows, webhooks, data mapping, retries, deduplication, and error paths
• Pine Script logic, alerts, exits, and repainting checks
• CSV/CRM cleanup with validation and QA reports
• English-to-Spanish technical translation and proofreading
• API/product documentation, market research, and functional QA
For a first engagement, send the source files or failing behavior, a representative sample, expected output, and any terminology or style requirements. I confirm the definition of done, delivery time, and fixed price before starting. I prefer redacted fixtures and test credentials; production secrets are unnecessary for most jobs. Every delivery includes the agreed artifact, verification evidence, and limitations. I do not promise trading profits, guaranteed uptime, or results outside the agreed tests.
Steps for completing your project
After purchasing the project, send requirements so Javier can start the project.
Delivery time starts when Javier receives requirements from you.
Javier works on your project following the steps below.
Revisions may occur after the delivery date.
Confirm inputs and reporting schema
Review the sample files, map agreed columns, document assumptions, and confirm the KPI and chart acceptance criteria.
Build import, formulas and dashboard
Normalize the agreed CSV formats and create the calculation tabs, summaries, KPI cards and charts included in the selected package.