Mobile Excel Financial Tracker -- 2
Budget: $10 – $30 USD
I need a set of Excel spreadsheets I can comfortably update from my phone. All figures will be keyed in manually, and the data is 100 % financial—think income, expenses, cash flow, and basic ratios.
Your task is to build a clean, mobile-friendly workbook that:
• Accepts manual entries in clearly marked cells, using colour coding or data validation to guide me and minimise errors.
• Runs custom formulas to total, compare, and calculate percentage changes the instant I type a new value.
• Generates automated charts that refresh automatically, giving me quick visual feedback on trends without any extra clicks.
No pivot tables are required right now, but it would be ideal if the sheet’s structure leaves room to add them later. Please rely solely on native Excel functions so the file stays fully compatible with Excel for iOS/Android—no macros or external add-ins.
Deliverables: the finished .xlsx template plus short documentation (or in-sheet notes) showing where key formulas live and how the charts update. Once delivered, I’ll load the file on my device, enter a sample month of data, and confirm everything updates correctly.
Your task is to build a clean, mobile-friendly workbook that:
• Accepts manual entries in clearly marked cells, using colour coding or data validation to guide me and minimise errors.
• Runs custom formulas to total, compare, and calculate percentage changes the instant I type a new value.
• Generates automated charts that refresh automatically, giving me quick visual feedback on trends without any extra clicks.
No pivot tables are required right now, but it would be ideal if the sheet’s structure leaves room to add them later. Please rely solely on native Excel functions so the file stays fully compatible with Excel for iOS/Android—no macros or external add-ins.
Deliverables: the finished .xlsx template plus short documentation (or in-sheet notes) showing where key formulas live and how the charts update. Once delivered, I’ll load the file on my device, enter a sample month of data, and confirm everything updates correctly.
Related categories:
Data Entry
Mobile App Development
Excel
Financial Analysis
Excel VBA
Documentation
Data Visualization