Personal Budget Expense Tracker
Budget: $8 – $15 USD
I want a tailor-made Excel workbook that helps me keep my personal finances under control. The focus is on Organização financeira, specifically Orçamento pessoal, with an emphasis on Acompanhamento de despesas.
Here is what I have in mind:
• A clean data-entry sheet where I can log each expense quickly, with drop-downs for category and payment method.
• Automatic summaries that show how much I have spent per category, per week, and per month.
• Visual cues—conditional formatting that alerts me when I am close to or over a preset limit.
• A simple dashboard powered by formulas or PivotTables so I can spot trends at a glance.
If you rely on Power Query for easy data import, dynamic named ranges for scalability, or a bit of VBA to streamline repetitive steps, great—just keep the file lightweight and compatible with recent Microsoft 365 versions.
Deliverable: a fully functional .xlsx file, unlocked and documented, ready for me to start entering numbers the moment I receive it.
Here is what I have in mind:
• A clean data-entry sheet where I can log each expense quickly, with drop-downs for category and payment method.
• Automatic summaries that show how much I have spent per category, per week, and per month.
• Visual cues—conditional formatting that alerts me when I am close to or over a preset limit.
• A simple dashboard powered by formulas or PivotTables so I can spot trends at a glance.
If you rely on Power Query for easy data import, dynamic named ranges for scalability, or a bit of VBA to streamline repetitive steps, great—just keep the file lightweight and compatible with recent Microsoft 365 versions.
Deliverable: a fully functional .xlsx file, unlocked and documented, ready for me to start entering numbers the moment I receive it.