You will get Ready To Use, Simple yet Powerful Income and Expense Tracker Spreadsheet
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Top Rated
Project details
You will get a template you can use for your income and Expense Tracking. All you need to do is log your Incomes and Expenses and the tracker provides you with charts and insights you need to analyse and track your finances.
The template is fully automated, you just need to enter your finance data.
In case you need any customizations, please share your requirements on chat or call
Here are the detailed features:
1. ANNUAL DASHBOARD
Monitor your total income and expenses for any year and see a detailed comparisons with visual charts & summary tables
2. MONTHLY DASHBOARD
Check your income and expenses for any month and know how much money you have left after all expenses have been paid
3. CUSTOM DASHBOARD
Fully customize the date ranges you would like to monitor, such as daily, weekly, and quarterly views, and automatically see an analysis
4. INCOME TRANSACTIONS
Log your income in one tab and easily sort & filter transactions by date, category, amount, or description
5. EXPENSE TRANSACTIONS
Log your expenses in one tab and easily sort & filter transactions by date, category, amount, or description
6. You also get a loom video with instructions on how to use the template
The template is fully automated, you just need to enter your finance data.
In case you need any customizations, please share your requirements on chat or call
Here are the detailed features:
1. ANNUAL DASHBOARD
Monitor your total income and expenses for any year and see a detailed comparisons with visual charts & summary tables
2. MONTHLY DASHBOARD
Check your income and expenses for any month and know how much money you have left after all expenses have been paid
3. CUSTOM DASHBOARD
Fully customize the date ranges you would like to monitor, such as daily, weekly, and quarterly views, and automatically see an analysis
4. INCOME TRANSACTIONS
Log your income in one tab and easily sort & filter transactions by date, category, amount, or description
5. EXPENSE TRANSACTIONS
Log your expenses in one tab and easily sort & filter transactions by date, category, amount, or description
6. You also get a loom video with instructions on how to use the template
Data Tool
Google SheetsWhat's included $50
These options are included with the project scope.
$50
- Delivery Time 1 day
- Number of Revisions 0
- Source Code
370 reviews
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JO
Joe O.
Jul 8, 2026
Improvements to google sheets automation model
DG
Daniel G.
Jan 16, 2026
30 minute consultation
JP
John P.
Nov 29, 2025
Data Visualization
JH
JP H.
Nov 14, 2025
Automation with Zapier / Google Sheets
SB
Stephen B.
Oct 9, 2025
Google Sheets + Apps Script Expert | Enterprise Client Management Dashboard
Very helpful in creating dashbaord and pulling API documentation for our used case - will definitely use their services again!
About Priyanka
Data Analytics & AI Automation | AI Agents/Workflows, Claude, RAG, LLM
100%
Job Success
Bangalore, India - 10:35 pm local time
I help businesses transform their operations with AI, automation, and data-driven solutions. From AI agents and intelligent workflows to custom business applications and analytics platforms, I build systems that automate processes, connect disconnected systems, and improve decision-making.
Backed by 20+ years of experience across software engineering, analytics, and automation, I deliver scalable, end-to-end solutions that combine AI, APIs, business logic, and data to create measurable business impact.
WHAT I BUILD ✅
• AI Agents & Agentic Workflows
• Retrieval-Augmented Generation (RAG) Applications
• AI Chatbots & Conversational Analytics
• Workflow & Business Process Automation
• Custom Python Applications & Internal Business Tools
• API Integrations & Data Synchronization
• Analytics Platforms & Business Intelligence
AI & TECHNOLOGY STACK ✅
AI
OpenAI • Claude • Gemini • LlamaIndex • LangChain • RAG • MCP
Backend
Python • FastAPI • Google Apps Script
Automation
n8n • Make • Zapier
Data
SQL • PostgreSQL • DuckDB • BigQuery
Visualization
Power BI • Looker Studio
Integrations
REST APIs • Google Workspace • GitHub • Slack • Shopify • QuickBooks • Square • Xero • JotForm
RECENT PROJECTS ✅
• AI-powered GitHub Analytics Assistant with natural language querying
• RAG Documentation Assistant for enterprise knowledge bases
• Enterprise ChatOps Platform integrated with Google Workspace
• AI-powered Inquiry Processing & Proposal Generation System
• AI-powered Personal Finance Assistant with conversational analytics
• Workflow automation solutions and custom business applications
WHY CLIENTS HIRE ME ✅
✓ 20+ years of cross-functional experience across AI, automation, analytics, and software engineering.
✓ End-to-end ownership—from solution architecture and development to deployment and ongoing support.
✓ Clear communication, structured execution, and a business-first approach focused on delivering reliable, scalable solutions.
Steps for completing your project
After purchasing the project, send requirements so Priyanka can start the project.
Delivery time starts when Priyanka receives requirements from you.
Priyanka works on your project following the steps below.
Revisions may occur after the delivery date.
Complete customization requests
In case you need any customizations, I will add those features and share the template with you.