You will get Budgeting Template to track spending
Top Rated
Project details
What sets this apart is that it's not just a static spreadsheet you fill in. I build budgeting tools that actually work for you, with automated calculations, clean visuals, and a layout designed around how you really track your money, not a generic template you have to force your life into.
Every formula is built to keep working as you add data, so it stays accurate over time, and it's simple enough that you don't need to be an Excel expert to use it. With five years of experience building financial tools and dashboards, I focus on something that's clear, reliable, and genuinely useful rather than just nice to look at.
Every formula is built to keep working as you add data, so it stays accurate over time, and it's simple enough that you don't need to be an Excel expert to use it. With five years of experience building financial tools and dashboards, I focus on something that's clear, reliable, and genuinely useful rather than just nice to look at.
Purpose
BusinessIndustry
Business Services & Consulting, Data Analytics, Financial Services, Real EstateLanguage
EnglishWhat's included
| Service Tiers |
Starter
$100
|
Standard
$200
|
Advanced
$400
|
|---|---|---|---|
| Delivery Time | 2 days | 5 days | 7 days |
Number of Revisions | 1 | 2 | 3 |
Number of Hours of Work | 3 | 5 | 10 |
Basic Photo Editing | - | - | - |
Organize & Classify/Tag Files | - | - | - |
Formatting & Clean Up | - | - | - |
Project Management Support | - | - | - |
Travel Planning | - | - | - |
Optional add-ons
You can add these on the next page.
Fast Delivery
+$100 - $150
107 reviews
(104)
(3)
(0)
(0)
(0)
This project doesn't have any reviews.
LC
Lorraine C.
Jun 2, 2026
Macro-Enabled Workbook for Report Deck
Steven was great to work with. The project was complicated with a lot of layers and things that needed to tie together. Steven worked with me to make sure it was done to my satisfaction. He was very responsive and we met a few times to make sure he understood exactly what I was looking for. I would absolutely work with him again on other projects in the future.
MH
Mark H.
May 25, 2026
Update Sales Team Commissions Template
Exceeded expectations for this project!
JJ
Jahnavi J.
May 13, 2026
Excel upgrade sheets
I was really pleased with the work that was done. He was very helpful when I made list of things that I wanted changed. I will use him again.
OC
Oliver C.
May 13, 2026
Experienced Google Sheets Expert Needed
Steven has always been a great partner. He takes the time to listen, and has executed the tasks we have asked for in a timely manner.
DG
Dale G.
Mar 30, 2026
Excel Speadsheet Updates
I had a very good experience working with Steven and I will continue working with him.
About Steven
Excel and Power BI Expert | Data Management & Visualization Specialist
100%
Job Success
Buffalo, United States - 1:48 am local time
Most businesses don't have a data problem — they have a visibility problem. The numbers are there, but they're scattered across spreadsheets, locked in systems that don't talk to each other, or buried in reports that take half a day to build. That's what I fix.
I'm a Power BI and Excel specialist with five years of experience and 200+ completed projects, helping teams replace manual spreadsheets with automated, real-time reporting that drives faster, smarter decisions. As a Top Rated Plus freelancer with a 100% Job Success Score and a perfect track record — no 1- or 2-star reviews, ever — I deliver work that's reliable, well-documented, and built to last.
🚀 What I Deliver
Power BI Dashboards & Data Models – Custom visuals, dynamic DAX measures, and executive-level reporting tailored to your business goals.
Automated Data Pipelines – Connect APIs, Excel, SQL, and cloud sources to streamline data refresh and eliminate repetitive manual work.
Excel & VBA Tools – Advanced formulas, macros, and calculators that simplify data management and reduce errors.
Performance & Market Insights – Deep analysis across finance, construction, retail, e-commerce, and more, turning trends into clear strategies.
🧠 Core Expertise
✅ Power BI Visualizations & DAX
✅ SQL Server & API Integration
✅ Advanced Excel Formulas & Dashboards
✅ Looker Studio (Data Blending & Calculated Fields)
✅ Google Sheets & Cloud Data Automation
✅ Power Query & ETL Pipelines
✅ Power Automate & Power Apps
✅ Airtable
✅ Zapier
🏆 Featured Work
Built a 9-page institutional finance dashboard tracking $27B+ in capital across 47 countries, with bridge-table data modeling and a fully branded design system.
Developed branded Power BI reporting for construction firms, connecting live SharePoint data with automated budget vs. actual comparisons.
Created customer success analytics tracking agent performance, refund rates, and CSAT for support teams.
Connected live Shopify data to Power BI for e-commerce RFM segmentation and repeat-purchase analysis.
Built Google Sheets automation systems that replaced multi-day reporting cycles with a single refresh.
🎯 Why Work With Me
I bridge technical precision with business understanding — delivering dashboards that not only look great but actually drive decisions. I ask the right questions before building, document everything so your team can maintain it after I'm gone, and stay in communication from start to finish.
If your reporting isn't working — or you're not even sure what's possible — send me a message. I respond within a few hours and I'm always happy to talk through the right approach first.
Steps for completing your project
After purchasing the project, send requirements so Steven can start the project.
Delivery time starts when Steven receives requirements from you.
Steven works on your project following the steps below.
Revisions may occur after the delivery date.
Questions
I will ask any clarifying questions before I get started.
Build Draft
I will build the first draft of the template according to the questions you answered in the project initiation.