Excel Templates for Financial Reporting
Budget: $15 – $25 USD
I need purpose-built Excel files that handle two day-to-day bookkeeping areas—Accounts Payable/Receivable and Payroll management—and then roll everything up into clean, ready-to-share financial reports.
Here is what I want to walk away with:
• A dynamic AP/AR workbook that lets me record invoices, tag payments, and instantly show outstanding balances.
• A payroll tracker that calculates gross-to-net, accrues benefits, and updates year-to-date figures automatically.
• A consolidated reporting sheet (or dashboard) that pulls data from both workbooks and produces the standard financial statements I rely on.
I work almost exclusively in Excel, so strong command of formulas, pivot tables, lookups, and—where it speeds things up—macros or Power Query is essential. Everything has to be laid out clearly, easy to maintain, and documented so I can adjust minor items myself later. Arabic labels for key headings would be a bonus, but the structure and accuracy of the templates come first.
If you’ve built similar bookkeeping or reporting tools before, send a quick note describing your approach and a sample (screenshots are fine). I’m ready to get started as soon as I find the right fit.
Here is what I want to walk away with:
• A dynamic AP/AR workbook that lets me record invoices, tag payments, and instantly show outstanding balances.
• A payroll tracker that calculates gross-to-net, accrues benefits, and updates year-to-date figures automatically.
• A consolidated reporting sheet (or dashboard) that pulls data from both workbooks and produces the standard financial statements I rely on.
I work almost exclusively in Excel, so strong command of formulas, pivot tables, lookups, and—where it speeds things up—macros or Power Query is essential. Everything has to be laid out clearly, easy to maintain, and documented so I can adjust minor items myself later. Arabic labels for key headings would be a bonus, but the structure and accuracy of the templates come first.
If you’ve built similar bookkeeping or reporting tools before, send a quick note describing your approach and a sample (screenshots are fine). I’m ready to get started as soon as I find the right fit.
Related categories:
Visual Basic
Data Processing
Accounting
Excel
Excel VBA
Excel Macros
Data Visualization
Data Analysis