I will build you an interactive finance dashboard with automation
Virtual Assistant, Data Entry, Budgeting and Apple Numbers Expert
About this Gig
This budget sheet helps you manage your finances effectively by tracking income, expenses, and savings on a monthly and weekly basis. The monthly view provides an overview of fixed and variable expenses, savings, and net balance, while the weekly view allows for real-time spending tracking. Built for Apple Numbers, it features customizable categories, automatic calculations, charts, and iCloud syncing across devices. Perfect for achieving financial goals, reducing debt, and improving savings, this tool ensures you stay organized and in control of your money. Start budgeting today and take charge of your financial future!
Thanks for viewing our gig feel free to message me any custom order.
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FAQ
Can you build this in Excel or Google Sheets instead?
I specialize in Apple Numbers, but I also work with Google Sheets and Excel. Contact me before ordering if you need a different platform.
What is the "copy button" and how does it work?
The copy button lets you duplicate your dashboard, reset transaction data, or archive old months with one click. It uses AppleScript (Script Editor) and saves you hours of manual copy-paste work.
Does the dashboard support multiple currencies?
Yes – Standard and Premium packages include multi-currency support (USD, EUR, GBP, etc.) with automatic conversion to your base currency.
Will I be able to edit the dashboard myself?
Absolutely. You will receive the editable .numbers source file. All formulas are visible and can be modified. I also provide a video tutorial (Premium package) showing you how to use and customize it.
Will my data be kept private?
Yes. I take privacy seriously. Your financial data is never shared, stored, or reused. I recommend removing sensitive data before sharing files, but I also sign NDAs upon request.
Can you import my existing transactions?
Yes. For Standard and Premium packages, I can import your data from bank statements, CSV files, or screenshots.
Does the dashboard work on iPhone or iPad?
Yes, Apple Numbers works on iPhone and iPad. However, the copy button (script) requires a Mac. The dashboard itself (data entry, charts, formulas) works perfectly on all Apple devices.
What if I need help after delivery?
I provide 30 days of free support after delivery for all packages. For long-term support or maintenance, I offer ongoing monthly plans – message me for details.
6 reviews for this Gig
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Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
G garrathbaihn112

Australia
was quick and efficient as always.
Up to $50
Price
1 day
Duration
I 
Seller's Response
Helpful?B barry700

United States
Md Ibrahim truly WOWED me with his exceptional work in data formatting. His professionalism and meticulous attention to detail EXCEEDED my expectations, and his quick responsiveness made the collaboration seamless. I'm thrilled with the outcome and would highly recommend him! 👏
$100-$200
Price
1 day
Duration
Helpful?F funkybanana

Ireland
Md Ibrahim delivered an exceptional job with a high level of professionalism and great attention to detail, exceeding all my expectations. Working with him was a pleasure as he was polite and prompt, going above and beyond to ensure timely delivery. Highly recommend! 👍
Up to $50
Price
4 days
Duration
I 
Seller's Response
Helpful?G garrathbaihn112

Australia
Worked fast to help with my issues. will be using again in the future
Up to $50
Price
2 days
Duration
Helpful?E eggardner

United States
Brilliant job! Thank you so much!
$50-$100
Price
1 day
Duration
Helpful?
6 reviews for this Gig
| (6) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
G garrathbaihn112

Australia
was quick and efficient as always.
Up to $50
Price
1 day
Duration
I 
Seller's Response
Helpful?B barry700

United States
Md Ibrahim truly WOWED me with his exceptional work in data formatting. His professionalism and meticulous attention to detail EXCEEDED my expectations, and his quick responsiveness made the collaboration seamless. I'm thrilled with the outcome and would highly recommend him! 👏
$100-$200
Price
1 day
Duration
Helpful?F funkybanana

Ireland
Md Ibrahim delivered an exceptional job with a high level of professionalism and great attention to detail, exceeding all my expectations. Working with him was a pleasure as he was polite and prompt, going above and beyond to ensure timely delivery. Highly recommend! 👍
Up to $50
Price
4 days
Duration
I 
Seller's Response
Helpful?G garrathbaihn112

Australia
Worked fast to help with my issues. will be using again in the future
Up to $50
Price
2 days
Duration
Helpful?E eggardner

United States
Brilliant job! Thank you so much!
$50-$100
Price
1 day
Duration
Helpful?

