Excel Dashboard for Income & Expenses

Job ID: 38772693

Budget: $8 – $15 AUD

I'm seeking an Excel expert to help me set up a comprehensive spreadsheet and dashboard to track my monthly income and expenses.

Requirements:
- The spreadsheet should capture various income sources, expense categories, as well as savings and investments.
- A dashboard needs to be created using bar charts and pie charts to visualize this data.
-This project will involve a one-time setup and categorization of all income and expenses financial year to date.

-If the initial setup is successful, there will be ongoing monthly work to update the data

Ideal Skills:
- Proficiency in Microsoft Excel is a must.
- Prior experience in creating financial spreadsheets and dashboards.
- Strong data visualization skills with Excel.