Teach & Build 30-Tab Planner

Job ID: 39774413

Budget: $30 – $250 USD

I’m ready to launch a premium 30-plus–tab budget planner on Etsy and I want to build it with you, not just hand it off. We’ll tackle Google Sheets and Microsoft Excel side-by-side so the finished product looks and functions the same in both formats. I need someone who can share screens, explain each step in clear language, and polish the file so it feels truly shop-ready.

Here’s what I have in mind. During 5-7 live co-build sessions you’ll guide me through structuring the workbook, adding hyperlinked navigation, layering in conditional formatting, and designing charts that instantly surface key insights. Core tabs must include Savings Tracker, Debt Management, and an Income & Expenses overview, plus sections for side-hustle tracking, annual summaries, and anything else that rounds out a 360° budget.

I want two cohesive design themes: a soft pastel palette for buyers who love color and a minimal black-and-white version for those who prefer clean lines. Once the builds are complete, I’ll need session recordings to review at my own pace and a concise user guide that walks Etsy customers through setup and ongoing use.

Deliverables
• Dual-format planners (Google Sheets + Excel) with 30+ fully linked tabs
• Two design variants: pastel and monochrome
• Live, recorded co-build lessons (5-7 sessions)
• Polished charts, conditional formatting, and clickable navigation
• Buyer-friendly PDF user guide

If you’ve created similar planners and can teach as confidently as you build, let’s start mapping out our first session.