
Fechado
Publicado
Pago na entrega
I need an annual budget template for the 2026 financial year that will upload cleanly into Sage. The structure has to follow Sage’s import requirements, including correct column headers, account codes, and any necessary mapping sheets. I already have the raw data—and sample files from 2025—so the job mainly involves transforming and loading that data into the template to prove the format works. Key deliverables: • Excel (or CSV) template formatted for Sage import, populated with my existing data. • A brief mapping guide showing how each column ties back to Sage’s fields so I can maintain it myself next year. • A quick test import (screenshot or short video) confirming Sage accepts the file without errors. I’ll provide the data extract, chart of accounts, and any Sage import samples I have the moment we start. I simply need a tidy, reusable template and proof it uploads successfully.
ID do Projeto: 40176239
28 propostas
Projeto remoto
Ativo há 13 dias
Defina seu orçamento e seu prazo
Seja pago pelo seu trabalho
Descreva sua proposta
É grátis para se inscrever e fazer ofertas em trabalhos
28 freelancers estão ofertando em média $128 CAD for esse trabalho

Hi syedt08, Thank you for considering my proposal. With over 8 years of real-world experience and freelance work in Excel, I am confident in my ability to assist with your project. I have carefully read through your requirements for the Sage-Compatible 2026 Budget Template and am eager to discuss the project further with you in chat. I would like to connect with you to delve deeper into the specifics of your project and ensure that I can deliver a solution that meets your needs efficiently. Please feel free to reach out to me so we can discuss this project in more detail. Regards.
$30 CAD em 1 dia
6,9
6,9

Hello syedt08, I am Mohmed, with over 7 years of experience in Accounting and Financial Planning. I have carefully reviewed your project requirements for creating a Sage-compatible 2026 budget template. To accomplish this, I will meticulously structure the Excel template to align with Sage's import specifications, ensuring correct column headers, account codes, and mapping sheets. I will populate the template with your existing data, provide a comprehensive mapping guide for future reference, and conduct a test import to confirm seamless integration with Sage. My expertise lies in Accounting, Bookkeeping, and Tax return filing, making me well-equipped to handle this project efficiently. I am eager to discuss the details further. Best regards, Mohmed
$120 CAD em 1 dia
5,7
5,7

Hi there! I will transform your existing 2025 data into a clean, Sage-compatible 2026 budget template, complete with correct headers, account codes, and a mapping guide. A test import will be included to confirm error-free upload, giving you a reusable template for future years. With 8+ years of experience in Excel, I deliver accurate, efficient, and well-structured data solutions—on time and within budget. I specialize in: Advanced Excel dashboards, formulas, and pivot tables Data cleaning, analysis, and visualization VBA/Macro automation to save time Google Sheets automation via Apps Script You’ll receive: Fully editable, documented files Clean, easy-to-use dashboards Fast communication and unlimited revisions View my profile and work: freelancer.com/u/muhammadj121 Looking forward to helping streamline your data processes! – Junaid
$30 CAD em 4 dias
3,6
3,6

-Greetings- I have been doing all these amazing Accounting, Financial, Bookkeeping, automations in Microsoft Excel using VBA and Macros for 11 years.I totally believe in buyer satisfaction and of course, I am available 24/7 to make your excel project easier and always ready for after-sale service. I am expert enough to handle big Accounting, Financial, tax, Analysis, xero, MYOB, Bank statemante creating, excel data using PowerBi, Python, SQL, VBA, Macros, Formulas, Pivot tables, power queries, and functions. I can automate big excel data using VBA and Macros where time-consuming processes can be performed within few seconds. Automations such as:- -Excel -Leads -Web Scraping -Data Collection -Data Visualization -PowerBI -VBA -Macros -Generating a report by clicking one button. -Sending mails automatic -Dashboard -Data transferring -Data Cleaning -Analysis -Invoicing System -Inventory System and many more Please leave a message here in via chat box so that we can discuss it more. Thanks
$30 CAD em 1 dia
2,7
2,7

Hello Syed, Thank you for outlining your requirements so clearly. I understand that you need a Sage-compatible annual budget template for 2026, formatted precisely to Sage’s import specifications. Your priority is a seamless transition from raw data to an error-free import, with a template that’s easy to maintain in future years. With over a decade of experience in financial data processing, accounting, and template design, I have helped numerous clients create import-ready files for Sage and similar platforms. My Excel and data management skills ensure meticulous mapping of your data to Sage’s required structure, including correct headers, account codes, and any necessary mapping sheets. My approach would be to first review your raw data, chart of accounts, and 2025 samples to fully understand the required format. I will then design and populate an Excel (or CSV) template that aligns perfectly with Sage’s import needs. Alongside this, I’ll prepare a clear mapping guide that explains each column’s correspondence to Sage fields, making future updates straightforward for you. To ensure everything works as expected, I’ll conduct a test import and provide either a screenshot or a short video as proof of successful upload. My focus is on delivering a clean, reusable template and clear documentation so you can confidently manage your budgets going forward. I look forward to helping you streamline your budgeting process for 2026 and beyond.
$140 CAD em 1 dia
2,0
2,0

Hi, We went through your project description and it seems like our team is a great fit for this job. We are an expert team which have many years of experience on Data Processing, Data Entry, Accounting, Excel, Word, Financial Analysis, Financial Planning, Data Management Lets connect in chat so that We discuss further. Thank You
$129 CAD em 4 dias
1,0
1,0

Hello, Creating a Sage-compatible budget template for the 2026 financial year is right up my alley. I'll start by structuring the Excel or CSV file to perfectly align with Sage's import requirements, ensuring all column headers and account codes meet the necessary standards. Once your raw data is loaded, I'll also provide you with a mapping guide that ties every column back to Sage’s fields, making it easy for you to maintain in the future. To wrap up the project, I’ll conduct a quick test import and share a screenshot or short video to confirm the file uploads smoothly without any errors. Let's get started!
$41 CAD em 1 dia
0,0
0,0

Hello syedt08, My name is Bwalya, and I have 8 years of experience in Data Processing, Data Entry, and Excel. I am confident in my ability to create a Sage-compatible 2026 budget template based on your requirements. I understand the need for correct column headers, account codes, and mapping sheets to ensure a seamless import into Sage. I will transform your raw data into the required format, populate the template, and provide a mapping guide for future maintenance. Additionally, I will conduct a test import to confirm that the file is error-free in Sage. Please feel free to connect with me in the chat to discuss further details and to address any questions you may have. Best regards, Bwalya
$250 CAD em 1 dia
0,0
0,0

I’ve handled projects like this where the key isn’t just matching columns but anticipating small data quirks that trip up imports later. A reusable Sage template works best when aligned with those nuances, not just the sample files. I see you need an Excel or CSV file with correct headers, account codes, plus a mapping guide. Done right means a smooth import on the first try, minimal back-and-forth, and an easy-to-update format for next year—letting you move forward with confidence instead of trial and error. I’ve navigated the tradeoff between strict Sage formatting and clean, maintainable sheets before, using lightweight validation methods to reduce errors upfront. I often create off-platform solutions that simplify your workflow while keeping costs competitive. What I’ll deliver: ✅ Sage-ready Excel/CSV template populated with your data ✅ Clear mapping guide explaining each column’s role ✅ Proof of import success with screenshot or short video One often overlooked choice is how detailed the mapping guide should be—call it “mapping depth.” Happy to clarify your preference to nail it early. Happy to discuss this further and align before moving ahead. Kind regards Eliza.
$135 CAD em 3 dias
0,0
0,0

Dear Client, I am excited about your project "Sage-Compatible 2026 Budget Template" and confident I can deliver excellent results. With strong experience in similar work, I understand your requirements and can start immediately. I would love to discuss your project further and answer any questions. Thanks and best regards, Faizan
$90 CAD em 5 dias
0,0
0,0

Hi, We went through your project description and it seems like our team is a great fit for this job. We are an expert team which have many years of experience on Data Processing, Data Entry, Accounting, Excel, Word, Financial Analysis, Financial Planning, Data Management Lets connect in chat so that We discuss further. Thank You
$140 CAD em 1 dia
0,0
0,0

Ajax, Canada
Método de pagamento verificado
Membro desde jan. 24, 2026
₹750-1250 INR / hora
₹100-101 INR / hora
₹12500-37500 INR
£3000-5000 GBP
$30-250 USD
₹1500-12500 INR
₹1500-12500 INR
£10-15 GBP / hora
$250-750 AUD
₹12500-37500 INR
₹750-1250 INR / hora
$25-50 USD / hora
$15-25 USD / hora
₹12500-37500 INR
$250-750 USD
$10-30 USD
$15-25 USD / hora
£20-250 GBP
₹750-1250 INR / hora
$10-30 USD