You will get monthly expense tracking and a financial summary in Excel
Project details
You will get a clean and reliable monthly expense tracker and a clear financial summary.
This service is designed for freelancers and small businesses who want consistent, accurate numbers without spending hours in Excel every month.
Each month, I will:
✅ Update your spreadsheet with the new transactions
✅ Clean and standardize formats (dates, amounts, currency)
✅ Apply consistent categories
✅ Run quality checks (missing VAT, unclear lines, duplicates)
✅ Deliver a clear summary (totals by category + month)
I do not guess missing or unclear data — anything uncertain is clearly flagged so you stay in control.
The goal is not just a one-time cleanup: it’s a sustainable, easy-to-maintain spreadsheet that stays clean month after month.
This service is designed for freelancers and small businesses who want consistent, accurate numbers without spending hours in Excel every month.
Each month, I will:
✅ Update your spreadsheet with the new transactions
✅ Clean and standardize formats (dates, amounts, currency)
✅ Apply consistent categories
✅ Run quality checks (missing VAT, unclear lines, duplicates)
✅ Deliver a clear summary (totals by category + month)
I do not guess missing or unclear data — anything uncertain is clearly flagged so you stay in control.
The goal is not just a one-time cleanup: it’s a sustainable, easy-to-maintain spreadsheet that stays clean month after month.
Data Tool
Microsoft ExcelWhat's included
| Service Tiers |
Starter
$149
|
Standard
$249
|
Advanced
$349
|
|---|---|---|---|
| Delivery Time | 3 days | 3 days | 4 days |
Number of Revisions | 1 | 2 | 2 |
Number of Pages Mined/Scraped | 1 | 1 | 1 |
Number of Sources Mined/Scraped | 1 | 1 | 1 |
Optional add-ons
You can add these on the next page.
Fast Delivery
+$30 - $50
Additional Revision
+$40Frequently asked questions
About Lucas
Excel & Financial Data Specialist | Dashboards, Cash Flow & Data Clean
Vernet, France - 8:09 am local time
Most of the time, financial data is messy, incomplete, or not structured for decision-making.
I focus on turning raw data into simple, reliable and actionable tools.
Here’s how I can help you:
Clean and structure messy Excel files
Build clear dashboards (cash flow, expenses, performance)
Create simple and efficient tracking tools
Improve existing spreadsheets (fix errors, simplify formulas)
I have a background in management control, which means I don’t just execute — I understand the business behind the numbers.
My goal is simple: give you clear visibility so you can make better decisions.
Feel free to send me your file or explain your problem — I’ll quickly tell you how I would approach it.
Steps for completing your project
After purchasing the project, send requirements so Lucas can start the project.
Delivery time starts when Lucas receives requirements from you.
Lucas works on your project following the steps below.
Revisions may occur after the delivery date.
Monthly file review & scope confirmation
I review your file, confirm the month scope, and check data quality before updating anything.
Monthly update + cleanup
I add the new transactions and clean formats (dates, numbers, currency) and categories for consistency.