I developed an interactive personal finance tracker in Google Sheets that automates the accounting of income and expenses and provides visual financial analytics.
What has been implemented:
- daily transaction journal with category selection
- automatic support for multiple currencies (UAH / USD) with exchange rate updates
- real-time calculation of balance, income, and expenses
- visual dashboard with pie charts and KPI cards
- adaptation for mobile devices for convenient use from a phone
Advantages:
- scalability — custom categories can be added without disrupting formulas
- clean structure and logical organization of data
- suitable for personal use or as a basis for financial products
Role in the project: Google Sheets Expert & Dashboard Designer
The project demonstrates my expertise in automating calculations, working with formulas, and creating visual dashboards in Google Sheets.
What has been implemented:
- daily transaction journal with category selection
- automatic support for multiple currencies (UAH / USD) with exchange rate updates
- real-time calculation of balance, income, and expenses
- visual dashboard with pie charts and KPI cards
- adaptation for mobile devices for convenient use from a phone
Advantages:
- scalability — custom categories can be added without disrupting formulas
- clean structure and logical organization of data
- suitable for personal use or as a basis for financial products
Role in the project: Google Sheets Expert & Dashboard Designer
The project demonstrates my expertise in automating calculations, working with formulas, and creating visual dashboards in Google Sheets.