Excel Financial Templates & Models
Budget: ₹600 – ₹1,500 INR
I am looking for an expert in making MS Excel models and templates for our online users that cover both personal finance and business finance scenarios. These are simple excel templates (not much complicated calculations or formulas) that our users can download and use, basically to assist them in managing their regular finances. Most of these templates are available online and we wanted to make a set of custom branded templates.
This includes:
• Budgeting templates that let me plug in numbers and instantly see monthly vs. annual variance.
• Financial planning models,
• Forecasting models that project cash flow or profit based on adjustable assumptions.
• Loan-repayment, emergency-fund calculators and similar simple models that show payoff timelines and savings targets.
Each file should be built with:
• Automated calculations that update the moment inputs change.
• Customizable data entry sections so I can tweak categories or time periods without touching formulas.
• Clear graphical summaries—charts or dashboards—wherever required, that translate the numbers into quick insights.
We need around 10 plus such excel templates now and its going to be an ongoing requirement. We prefer to pay per template or a sum of templates, not on an hourly basis.
For delivery, I would like unlocked, well-labeled and branded workbooks. If you have sample models that demonstrate a similar level of polish, feel free to share screenshots when you bid.
This includes:
• Budgeting templates that let me plug in numbers and instantly see monthly vs. annual variance.
• Financial planning models,
• Forecasting models that project cash flow or profit based on adjustable assumptions.
• Loan-repayment, emergency-fund calculators and similar simple models that show payoff timelines and savings targets.
Each file should be built with:
• Automated calculations that update the moment inputs change.
• Customizable data entry sections so I can tweak categories or time periods without touching formulas.
• Clear graphical summaries—charts or dashboards—wherever required, that translate the numbers into quick insights.
We need around 10 plus such excel templates now and its going to be an ongoing requirement. We prefer to pay per template or a sum of templates, not on an hourly basis.
For delivery, I would like unlocked, well-labeled and branded workbooks. If you have sample models that demonstrate a similar level of polish, feel free to share screenshots when you bid.