Excel Gold Loan Manager -- 2
Budget: ₹1,500 – ₹12,500 INR
I’m looking for an easy-to-use Excel workbook that lets me run every step of my gold-loan operation from one file.
Core workflow
• Register a new customer once and keep the record handy for all future loans or top-ups.
• Issue a loan, store pledged weight/value, and set interest terms in a single form-style sheet.
• Record every repayment against the correct loan while the sheet automatically recalculates outstanding principal and interest.
Automation & logic
– Built-in formulas (or light VBA if you prefer) must calculate interest on schedule and flag overdue amounts.
– Validation rules need to enforce the formats I use, warn me if I’m about to enter the same loan number or customer ID twice, and stop me from saving a record until all mandatory fields are filled.
Reporting I can pull with one click
1. Daily and monthly loan summary showing number of active loans, new issues, closed loans, and totals outstanding.
2. Customer-wise transaction history that I can filter or print for any chosen period.
3. Interest collected report that breaks out principal vs. interest received.
Deliverables
• An unlocked Excel file with clearly labeled sheets (Dashboard, Customers, Loans, Repayments, Reports).
• Brief notes inside the workbook explaining where to enter data and how to refresh each report.
• A short test dataset already loaded so I can see the formulas in action.
Keep the layout clean, avoid hidden cells where possible, and rely on native Excel functions unless a macro dramatically simplifies the task.
Core workflow
• Register a new customer once and keep the record handy for all future loans or top-ups.
• Issue a loan, store pledged weight/value, and set interest terms in a single form-style sheet.
• Record every repayment against the correct loan while the sheet automatically recalculates outstanding principal and interest.
Automation & logic
– Built-in formulas (or light VBA if you prefer) must calculate interest on schedule and flag overdue amounts.
– Validation rules need to enforce the formats I use, warn me if I’m about to enter the same loan number or customer ID twice, and stop me from saving a record until all mandatory fields are filled.
Reporting I can pull with one click
1. Daily and monthly loan summary showing number of active loans, new issues, closed loans, and totals outstanding.
2. Customer-wise transaction history that I can filter or print for any chosen period.
3. Interest collected report that breaks out principal vs. interest received.
Deliverables
• An unlocked Excel file with clearly labeled sheets (Dashboard, Customers, Loans, Repayments, Reports).
• Brief notes inside the workbook explaining where to enter data and how to refresh each report.
• A short test dataset already loaded so I can see the formulas in action.
Keep the layout clean, avoid hidden cells where possible, and rely on native Excel functions unless a macro dramatically simplifies the task.