Streamlined Financial Sheets Setup
Budget: $10 – $30 USD
I manage regular financial figures and want everything organised in a single Google Sheets file, spread across no more than three tabs. The first tab should serve as a clean, user-friendly data-entry sheet—drop-downs, date pickers, and clear input cells that prevent accidental overwrites are a must.
Behind the scenes, I need any existing or new formulas rewritten so they’re concise, transparent, and easy to audit. Totals, subtotals, cash-flow summaries, and similar calculations should rely on straightforward functions (ARRAYFORMULA, QUERY, SUMIF/SUMIFS, etc.) instead of tangled cell-by-cell math. I’m also tracking a few performance metrics that require basic statistical analysis (averages, variance, ratios). Wherever those appear, replace my current ad-hoc maths with accurate functions such as AVERAGE, STDEV, or custom QUERY-based calculations—no manual number crunching left in the sheet.
Acceptance criteria
• A ready-to-use Google Sheets file containing up to three clearly labelled tabs
• Lock-protected structure for headings and formulas; only input fields stay editable
• All arithmetic and statistical formulas simplified and verified for correctness
• Brief inline comments or a separate “Notes” tab explaining each key formula so I can maintain it after hand-over
Behind the scenes, I need any existing or new formulas rewritten so they’re concise, transparent, and easy to audit. Totals, subtotals, cash-flow summaries, and similar calculations should rely on straightforward functions (ARRAYFORMULA, QUERY, SUMIF/SUMIFS, etc.) instead of tangled cell-by-cell math. I’m also tracking a few performance metrics that require basic statistical analysis (averages, variance, ratios). Wherever those appear, replace my current ad-hoc maths with accurate functions such as AVERAGE, STDEV, or custom QUERY-based calculations—no manual number crunching left in the sheet.
Acceptance criteria
• A ready-to-use Google Sheets file containing up to three clearly labelled tabs
• Lock-protected structure for headings and formulas; only input fields stay editable
• All arithmetic and statistical formulas simplified and verified for correctness
• Brief inline comments or a separate “Notes” tab explaining each key formula so I can maintain it after hand-over