I will build you a custom automated personal wealth and expense tracker in excel
I translate numbers into reports and operations into impact
About this Gig
Are you a high-earner or entrepreneur who makes good money but still wonders where it all go?
I build custom, automated Excel or Google Sheets trackers that finally give you total clarity and control over your money. This is not a generic templates everything is built around your actual income streams, spending habits, and life goals.
Here's exactly what you can get:
- Fully automated cash-flow dashboard that pulls your income vs expenses in real time
- Net-worth tracker with investment & savings portfolio views
- Debt payoff roadmap that shows you the fastest way to become debt-free
- Clean visual KPI charts (spending by category, trends over time)
- Savings goal planner for business operation, house deposit, vacation, kids education, or early retirement
Basic package = simple monthly tracker
Standard = full wealth system + debt & goal tools
Premium = everything above + 45-minute 1-on-1 strategy call
I've done this for busy professionals who went from I don't know where my money goes to I'm now saving and investing over 30% every month.
Ready to stop guessing? Message me before ordering so I can confirm this is the right fit for your situation.
My Portfolio
FAQ
Do I need Excel or Google Sheets experience?
No. I make it simple and user-friendly, with clear instructions and automations.
Can you customize it for my specific situation (e.g., multiple currencies, side businesses, investments)?
Yes absolutey, that’s exactly what I do. Just share details when ordering.
Do you sign NDA?
Yes absolutely. Your financial information stays 100% confidential.

