Freelance projects

Freelance projects

Excel / Google Sheets templates for Money & Budgeting Starter Guide

Technical Documentation — incorrectly specified categories?

67 USD

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Project Description:
It is necessary to create a set of financial tables (editable templates) in Excel (.xlsx) and Google Sheets format. Each table should have a neat design, simple formulas, a sample fill-in, and be ready for use even for beginners.

Language of the final product: English
Number of templates: 5 main + 1 additional

Technical Specifications (for templates) - details can be done at your own discretion, the main thing is functionality and correctness of calculations

A pleasant design is required

1. Monthly Budget Tracker

Columns: Category, Planned, Actual, Difference
Sections: Income, Fixed Expenses, Variable Expenses, Savings
Formulas: SUM, automatic calculation of the difference (Planned – Actual).
Visualization: conditional formatting (red = over budget, green = savings).

2. Weekly Expense Log

Table for 7 days.
Columns: Date, Category, Amount, Notes.
Categories: Food, Transport, Shopping, Entertainment, Other.
Automatic calculation of expenses for the week.

3. Savings Goal Tracker

Field for entering Savings Goal (for example, $2000).
Field for Monthly Contribution.
Progress bar (% of goal completion).
Conditional formatting (the closer to the goal, the darker the fill).

4. Debt Payoff Tracker

Columns: Debt Name, Total Amount, Minimum Payment, Paid To Date, Balance.
Automatic update of Balance (Total – Paid).
Progress bar (% of repayment).
Ability to add multiple debts to the list.

5. Bill Payment Checklist

Table with regular payments (Rent, Internet, Phone, Insurance, Netflix, etc).
Columns: Bill, Due Date, Amount, Paid (Yes/No).
Checkbox for Paid.
Automatic calculation of paid/unpaid.

6 - Annual Budget Overview

Columns: Month, Income, Expenses, Savings, Balance.
Automatic calculation of balance by month.
Chart (line chart) for visualization.

Style Requirements

Minimalist design (white cells, light color accents).
Only standard fonts to avoid display issues.
All tables must be in separate sheets with the names: Monthly Budget, Weekly Log, Savings Tracker, Debt Tracker, Bill Checklist.
Each table should have a sample fill-in (3–4 rows).

Final Result

File Excel (.xlsx) with all templates.
File Google Sheets (shareable link).
Instruction (1 sheet) with a brief explanation: “How to use these templates”.

Proposals 7

Nadiia G.

19 0

Budget: 4750 UAH Deadline: 14 days

Good day!
I have experience in creating tables for businesses such as PnL, CashFlow, and others.
I will do it according to the specifications, making it convenient, simple, and as automated as possible, along with detailed instructions.

Bogdan Burda

9 0

Budget: 4000 UAH Deadline: 1 day

Hello!
I have created more than one table of a similar format, so it will not be a problem for me to complete this task. I will send the finished work by tomorrow evening.

Andrii P.

57 1

Budget: 4500 UAH Deadline: 3 days

I work as a financial analyst in a large international company. I have extensive experience.

Vladislav S.

102 0

Budget: 6000 UAH Deadline: 2 days

Good day. I will be happy to help. I will complete everything quickly and efficiently.

Rostyslav Abramiv

12 1

Budget: 2000 UAH Deadline: 3 days

Ready to take on this task. I will create two separate files:

Excel (.xlsx) — with all templates on separate sheets

Google Sheets — with a similar structure and tabs: Monthly Budget, Weekly Log, Savings Tracker, Debt Tracker, Bill Checklist, Annual Overview, plus a sheet with instructions.

All tables will include example data, formulas, conditional formatting, and a minimalist design.

The list does not show proposals concealed by the client or freelancer with a Plus profile, as well as proposals violating rules

Kirill Kirill
Kharkiv, Ukraine
Real Estate

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