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$
USD
I will create a simple custom budget spreadsheet in excel
About this Gig
I will create an editable monthly budget workbook around the categories you choose.
The starter package includes:
- One Excel workbook with one monthly sheet
- Up to 3 income sources and 12 expense categories in one currency
- Clearly marked input cells for manual monthly totals
- Automatic plan, actual, variance and money-left summaries
- Input checks and short in-sheet instructions
You receive an editable .xlsx file with your category labels and preferred colors. Copy the file to reuse it for another month. Delivery is 3 days with one consolidated revision within the agreed scope. New inputs, added capacity or a new design direction require a separate quote.
I use AI-assisted tools to build and check the spreadsheet and tailor it to your requirements. Discuss any restrictions on AI use before ordering.
Charts, transaction imports, bank connections, automatic month rollover, tax calculations, financial advice, investments and macros are excluded. The workbook summarizes your inputs; it does not guarantee financial results.
Platform:
Excel
Development technology:
Other
Expertise:
Formatting
•
Formulas
FAQ
What does one revision include?
One consolidated set of corrections or formatting adjustments within the original agreed scope. New source files, added categories or a new design direction require a separately agreed quote.
Are the files editable and reusable?
Yes. You receive an editable Excel .xlsx file. Save a new copy for another month. Confirm your Excel version and device before ordering. Google Sheets compatibility must be agreed and tested separately.
Do I need to send private financial information?
No. Fictional or redacted examples are enough to set up the categories and formulas. Send only files you have permission to use. Do not send passwords, account access, bank statements or unnecessary personal information.
