Custom Financial Reporting Workbook
Budget: $10 – $30 USD
I need a clean, well-structured Excel workbook that turns raw transaction data into polished, presentation-ready financial statements. The core of the file will be three automated reports supported by dynamic formulas and easy-to-update input sheets.
Each report should refresh automatically when I paste in new transactions, and a summary dashboard must display key metrics using clear, professional charts (column, line, or pie—whichever best highlights trends). Please organise the file so I can expand the chart range later without breaking formulas.
If any clarification is needed about layout or chart style, let me know early so we can finalise the structure before you build out the calculations.
Each report should refresh automatically when I paste in new transactions, and a summary dashboard must display key metrics using clear, professional charts (column, line, or pie—whichever best highlights trends). Please organise the file so I can expand the chart range later without breaking formulas.
If any clarification is needed about layout or chart style, let me know early so we can finalise the structure before you build out the calculations.