Google Sheets Personal Finance Dashboard
Publicada el 2026-07-24
Descripción de la oferta
I want a complete personal family CFO workbook finance management system built entirely in Google Sheets. The file should open to a clean, visually engaging dashboard that summarises income, expenses, cash-flow, and current net worth at a glance. All data will be entered manually in clearly marked tables; everything else—totals, category breakdowns, yearly roll-ups, lifetime net-worth tracking—should run on automatic formulas so I never touch the logic. Each calendar year needs its own worksheet, yet a master sheet must aggregate the figures seamlessly to preserve a continuous net-worth history across every year I use the file. Please add interactive charts that update whenever I change a filter or add new transactions, keeping the layout mobile-friendly and uncluttered. Protect every formula cell and any hidden helper columns to avoid accidental edits, leaving only the data-entry ranges unlocked. Wherever practical, use named ranges and consistent formatting so it’s easy to extend categories later. If a lightweight Apps Script snippet helps with sheet duplication or date stamping, that’s fine, but the core should remain formula-driven for transparency. Deliverables • A fully functional Google Sheets workbook meeting the above specs • Formula protection and clear range naming throughout • Short Loom or similar walkthrough showing key features and where to enter data • One-page PDF/Doc quick-start guide I can reference later Once everything is handed over and walks through cleanly, I’ll mark the project complete.
Skills
Fuente original: freelancer