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Custom Money Tracker Workbook

I am looking to have a custom money tracker workbook designed for me in Microsoft Excel.

This will not be a budgeting workbook as I am not interested in tracking my spending. It will more be a money allocation tool which will allow me to track how much money I have and where I move it to towards a goal.

I have tried tools like Tiller Money, YNAB and Every Dollar but there is just not a full match between the way these tools work and the way my brain works although Every Dollar gets closest, but there is still a functionality gap.

I want to be able to visually represent how much money I have and where I move it to towards a goal. For example If I have If I Have 20.00 dollars Across all my bank accounts and I create a sub savings account and I move 5 dollars to it. In the workbook I should be able to see that I have 20.00 and then I should be able to create a new goal and then move 5 dollars to that goal.

I should be able to create and delete goals with the click of a button as well as modify allocations on the fly. I will handle to actual moving of the money in my bank accounts. I want to see in visual real time where I have things allocated.

Again this is not a budgeting spreadsheet per say, I don't care about well I need to put 5 towards my cell phone or 10 towards my groceries. The daily spending doesn't matter to me, I am trying to track long term goals such as buying a house or I put 100.00 into little johnny inheritance etc.

Habilidades: Processamento de Dados, Processamento de dados, Excel

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Acerca do Empregador:
( 0 comentários ) Somerville, United States

ID do Projeto: #24591818

11 freelancers estão ofertando em média $53/hora para esse trabalho

P0L

Hello, I’m an Excel expert and I would like to help you with your money tracker workbook. Please check my profile and contact me to discuss further details. Regards.

$50 USD / hora
(360 Comentários)
7.5
KulfiSoftwares

Excel and VBA expert!! I understand what you need, and can create a visualization for your goals. ➤ZERO ERROR GUARANTEED!! Please read my ~450 reviews. I am here to impress you with my work. ➤[login to view URL] Mais

$50 USD / hora
(339 Comentários)
7.7
paris2785

Hi, there! My name is Paris, and I was glad to see that you're looking for an Excel developer. According to your brief, you want to have an Excel tracker application. I plan to use a combination of formulas and VBA cod Mais

$50 USD / hora
(237 Comentários)
7.5
zekovicm

Hi there,I am Excel expert from Bosnia & Herzegovina,Europe. I have carefully gone through with your requirements and I would like to create that workbook for you ! Please feel free to initiate the chat so that we ca Mais

$50 USD / hora
(155 Comentários)
7.5
shoguna2m

Hi there, My name is Mauricio P. I'm the MS Excel and finances expert from Trascender Global Team, with 4 years of experience in creating Excel personal finances templates. I've read the details of your project and Mais

$50 USD / hora
(141 Comentários)
7.2
(242 Comentários)
6.9
fatimatuzzohura

Hi, I am a professional python and vba developer. I have all required skills and knowledge to successfully complete assigned tasks and provide an optimal solution. I am skilled in both back-end and front-end developme Mais

$50 USD / hora
(167 Comentários)
6.5
urielbaray

First of all I hope you are safe and healthy on this crisis. I have read your project and I can do it. I will build for you a file that will analyze and track the transactions you make day by day, where we can set goa Mais

$85 USD / hora
(54 Comentários)
6.0
shahinrahimi

Hi, I can help to create this "Custom Money Tracker Workbook". could you share more details on the projects and your required functionality? I have rich experience in excel (advanced formulas, VBA, Macro,....), and I d Mais

$50 USD / hora
(51 Comentários)
5.2
katiewells3

As a business analyst I have been professional building and designing Excel based solution for financials for over fifteen years. This means I have spent a lot of time filling in 'gaps' where people just can't find the Mais

$50 USD / hora
(28 Comentários)
5.1
indrapandu

HI, I am an excel expert and project management (cost) specialist. I get your requirement as you want to have a long term plan if you allocate saving for some categories. I've been using money managing app (Money Manag Mais

$50 USD / hora
(49 Comentários)
5.1