I will create a custom excel spreadsheet tracker
About this Gig
Need a custom Excel spreadsheet tracker that fits the way you actually work? I will create a practical, fully editable workbook around your needs - not just a generic template.
I bring 10+ years of combined experience in administrative support, data entry, customer service, scheduling, accounts receivable, QuickBooks, and file organization. My attention to detail helps me build spreadsheets that are useful and easy to maintain.
Examples include:
- Invoice and accounts-receivable trackers
- Appointment, task, or project trackers
- Inventory, expense, or budget trackers
- Contact and data-management sheets
- Formulas, dropdowns, validation, conditional formatting, charts, and summaries
Every workbook is tested before delivery. If a formula or feature I created does not work as described, I will correct it at no extra charge. Changed requirements are quoted separately.
Please use placeholder or de-identified data. Do not send PHI, SSNs, passwords, or banking credentials.
Tell me your workflow, required fields, Excel version, preferred colors, and examples. I provide clear, consistent communication throughout the project.
VBA/macros and live data connections are not included.
Platform:
Excel
Development technology:
Excel
•
VLOOKUP
Expertise:
Formatting
•
Formulas
•
Functions
•
Charts
•
Data validation
My Portfolio
FAQ
What counts as one formula?
One formula means one unique calculation or function. If the same formula is copied down an entire column, it still counts as one formula. Different calculations or functions count separately. If you are unsure which package fits, please message me before ordering.
Will my Excel workbook be fully editable?
Yes. Your completed workbook will be delivered as a fully editable Microsoft Excel .xlsx file unless we agree on another format before the order begins.
What does a revision include?
A revision covers reasonable adjustments within the original requirements, such as changes to labels, colors, or formatting. If something I created does not work as described, I will correct it at no charge, and that does not count as a revision. New worksheets, formulas, charts, features, or change
Can I send confidential or medical information?
Please use placeholder or de-identified data whenever possible. Do not send PHI, Social Security numbers, passwords, login credentials, banking or payment-card information, or other highly sensitive personal data. If you are unsure whether your file is appropriate, please message me before uploading
Can you import or organize data from an existing file?
Yes. I can import and organize clean, structured data from an Excel or CSV file. Pricing depends on the number of rows and how much cleanup is required. Please send a description or sample using placeholder data so I can confirm the scope before ordering.
Do you create VBA macros or live data connections?
No. This Gig covers standard Excel formulas, dropdowns, validation, conditional formatting, charts, and summary pages. It doesn't include VBA/macros, Power Query, live API or database connections, or toolbar integration. Message me before ordering if you're unsure whether your project fits this Gig.

