Comprehensive Personal Finance Management Dashboard (Excel I Power BI)
Budget: ₹1,500 – ₹12,500 INR
I'm seeking an adept professional to construct a personal finance dashboard that offers a holistic view of my family's financial status. This would include:
• Tracking of monthly income, expenses, savings, investments, and insurance coverage
• Categorization of expenses for better management
• Detailed forecasting to strategize future wealth accumulation
Specific features I desire for the dashboard include:
• An income statement to document and evaluate earnings
• An expense tracker for vigilant spending supervision
• A savings tracker providing a snapshot of reserved wealth
• An investment tracker to monitor asset performance
• Insurance coverage analysis for effective risk management
• A forecasting module to predict future monetary trends
All these components should be visualized using bar, pie, graphs charts for better understanding and interpretation.
Ideal applicants should possess strong skills in Excel or Power BI and possess prior experience dealing with personal finance management tools. An astute understanding of financial metrics and visual data representation is required. This dashboard should be a comprehensive tool to oversee different aspects of our family's financial wellness for better planning and management.
BUDGET: INR 1500
• Tracking of monthly income, expenses, savings, investments, and insurance coverage
• Categorization of expenses for better management
• Detailed forecasting to strategize future wealth accumulation
Specific features I desire for the dashboard include:
• An income statement to document and evaluate earnings
• An expense tracker for vigilant spending supervision
• A savings tracker providing a snapshot of reserved wealth
• An investment tracker to monitor asset performance
• Insurance coverage analysis for effective risk management
• A forecasting module to predict future monetary trends
All these components should be visualized using bar, pie, graphs charts for better understanding and interpretation.
Ideal applicants should possess strong skills in Excel or Power BI and possess prior experience dealing with personal finance management tools. An astute understanding of financial metrics and visual data representation is required. This dashboard should be a comprehensive tool to oversee different aspects of our family's financial wellness for better planning and management.
BUDGET: INR 1500