Automated Google Sheets Financial Tracker

Hi, I have an M.B.A in Business and Finance form Harvard University, and more than 10 years of experience business and data analysis consultant, I have helped clients take off their business and reach new heights by optimizing the strategy, research, analyzing their market and competitive position, and creating a clear and compelling business plan to articulate their opportunity. I can surely assist you in writing a business plan. Here is what I can write for you in your business plan. 1. Executive summary 2. Opportunity in your field 3. Products and services 4. Execution of your plan 5. Marketing strategies 6. Competitor Analysis 7. Financial plan 8. Data Analysis I will provide you with a financial plan that includes how you'll finance your business, costing and financial projections. It will be a well-planned and well-researched business plan with the financials of up to 5 years. Let's chat to discuss your business. Thank you.

As an established Full Stack Developer for the last 7 years, I have developed an extensive skillset in data processing and financial analysis very similar to what you are looking for with your Google Sheets financial tracker project. I create web automation tools, codes scripts, and analyses data using a variety of languages including Python, R, and SQL. These skills will be crucial in building your bank transaction import process and translating complex financial data into meaningful graphs to monitor key aspects like revenue, expenses, and profit margins effectively. Moreover, I have extensive experience in Google Sheets from working on complex analytical projects in large organizations like Metlife GOSC and DXC Technologies. I am well-versed in creating powerful formulas, automating tasks using VBA macros, and generating insightful reports using visualizations like bar charts, pie charts etc. Therefore, I can not only deliver the project's requirements- but also ensure with detail-oriented analytics and forecasting-based graphs as per your business goal. Importantly, my commitment to long-term project relationships means that not only will I complete this project to your utmost satisfaction, but also provide post-completion support should any issues arise. Remember - you pay only when you are happy with the quality of work delivered. Do let me know a time that is convenient for you to discuss this project in further detail

Hello, Google Sheets and Excel expert here. I can perfectly assist you in building such a dynamic and interactive Google Sheets based Finance Tracker and available to start on an immediate basis. To make your hiring decision easier, I can share the limited version quickly before you hire and then you can decide if this fulfills your needs or not. I am an experienced Google Sheets and Excel professional with years of experience in all the tools of Google Sheets and Excel including Visual Basic, Automation, Data Analysis, Complex Formulas, Calculations, Analysis, Financial Modeling etc. Lets discuss more in detail about my previous similar experience and how I am highly suitable for this project. I will be happy to share my portfolio of similar work performed in past.

Hi Muayad, Thank you for considering my proposal. I have carefully reviewed the requirements for the Automated Google Sheets Financial Tracker project. With over 8 years of real-world experience and freelance work in Business Analysis, I am confident in my ability to assist you with this project. I would like to connect with you in chat to discuss your project further and explore how I can help create the automated Google Sheets generator to track your business's financial performance effectively. Regards

Hello, I have extensive experience in Google Sheets automation, financial data analysis, and data visualization. I can develop a fully automated Google Sheets system that connects to your bank, imports transactions, and provides a detailed financial overview with real-time insights. I will begin by integrating your bank data into Google Sheets using API connections or third-party automation tools, ensuring secure and accurate transaction imports. Next, I will clean and categorize financial data, structuring it to track revenue, expenses, and profit margins effectively. I will create dynamic dashboards with line charts, bar charts, and pie charts to visualize spending trends, employee and contractor costs, lab expenses, and insurance reimbursements. I will implement forecasting models to analyze company goals and project future financial performance. Finally, I will add interactive filters for deep financial insights, ensuring you can analyze reimbursement trends by CPT codes and insurance providers. 'Hire Me' to receive a system that is optimized for accuracy, ease of use, and scalability. Best Regards, Aneesa

Hi I'll help you by creating an excel spreadsheet that will automate your work. With over 10 years of experience I am here to help make your excel dreams come true. All sort of work can be done. My Services: Excel Automation, to run your daily tasks on auto pilot. Create Customized Automated Dashboard in excel or google sheets. Excel VBA Google Sheets automation and scripting Mixing Excel with Adruino. Linking VBA to Autocad. Excel formulas. Excel to pdf conversions Email automation from excel , generate automatic emails Designing any sort of templates in Microsoft Excel data analysis. Visual Basic for Applications Forms, for user interface designing and dashboards Data Entry with automated process Merging tables. charts, pivot tables, userforms, cell functions, formulas, mail merge, template design

Drawing on my extensive experience as a freelancer in the area of business analysis and statistics, I assure you that I possess the skills required to deliver an automated Google Sheets financial tracker tailored to your business's unique needs. My proficiency in Google Sheets, data visualization techniques, and prior work with bank data connections will prove invaluable for generating comprehensive and elegant graphical representations of your company's financial standing. Not only can I implement line charts, bar charts, and pie charts to visually highlight your revenue, expenses, and profit margins, but I can also incorporate your company goals into the design. By leveraging the power of analytics, my tracker will not only provide a comprehensive overview of your financials but also forecast potential growth based on your expenses. My goal is to empower you with accurate, detailed information which includes breakdowns of employee pay, contractor costs, lab equipment expenditures, average insurance reimbursement from each provider and average cpt codes reimbursement among others. Additionally, as someone who is well-versed in Python, C++, Java & R programming languages, I offer an added advantage of integrating relevant APIs to ensure efficient data extraction that aligns seamlessly with your bank's systems.

Hi, I have gone through the Job details and am interested in taking it up. I need you to share more details with me, and I will deliver the required tasks fast and accurately. We will negotiate my fees depending on how many hours it will take to fulfill the work. I’m Ahmed Hassanein. I’ve been working with MS Office since the 90’s as a user, developer, and trainer. I've been using formulas, VBA, and macros in Excel since 2004. I completed Excel VBA and Google Sheets Apps Script jobs for happy customers (check my job reviews). I have over 25 years of experience supporting systems and users in the information technology field such as office applications, domain servers, application servers, network security, information systems audit, etc. I would be happy if we connect to talk more about your Job and discuss how I can help you accomplish it. Thank you and kind regards, Ahmed Hassanein

Hello, I am Antony, an experienced developer specializing in automated solutions for business data analysis and financial tracking. I have extensive experience in creating Google Sheets tools that integrate with financial institutions to automatically import and analyze transaction histories. My focus is on delivering dynamic, user-friendly dashboards that provide actionable insights. For your project, I will: Develop an automated Google Sheets tracker that connects to your bank and imports transaction data in real-time. Create detailed graphs and charts (line, bar, and pie) to provide a comprehensive view of your financial performance. Customize tracking categories such as employee pay, contractor expenses, lab equipment costs, and insurance reimbursements, including CPT code analysis. Incorporate your business goals to forecast growth based on expenses and profit margins. With my background in financial analysis, data processing, and Google Sheets automation, I am confident in delivering a solution that meets your needs within 7 days. Let’s discuss your requirements further to get started. Looking forward to hearing from you! Best regards, Antony

I can provide you seamless solution to manage your finances with Google sheets. I can also help you to connect your bank via API or transactions history to display a comprehensive dashboard as well as manages your spending details. Contact with me and share your brief requirements so I can provide you solution accordingly.

Hi there, I have an M.B.A in Business and Finance, and more than 10 years of experience as a business consultant, I have helped clients take off their businesses and reach new heights by optimizing the strategy, research, analyzing their market and competitive position, and creating a clear and compelling business plan to articulate their opportunity. I can surely assist you in writing a business plan. While working on this, I will ensure to provide extensively researched content, which will specifically include an Executive Summary, a Business Overview, an effective Operations Plan, Market analysis and Cost Analysis, Product and Services description, Sales and Marketing strategies, a Competitive Analysis, Management Team, Financial Plan and estimated Projections. My top priority will be helping you with a high-quality write-up for this business plan. As a professional business strategist, carrying a decade of experience in the writing industry, I will be crafting a perfect plan for you that helps you focus on both short-term and long-term goals, making sure your ideas succeed. I have had the pleasure of working on several similar projects with multiple clients over different freelancing platforms; I can deliver quality work to tight deadlines. You can see an example of one of those projects in my portfolio. Feel free to engage me by sending a single text. Regards,

My name is "Usama Safdar" and I am a Ph.D degree holder which means I am highly-capable to tackle this project "Content Editor " with 100 percent accuracy. I am a professional writer with over 6 years of experience in writing; Essays, Research Summaries, Thesis, Dissertation, Lab Reports and Case Studies. I always provide High-Quality Solutions within the shortest possible time with all instructions followed against very reasonable prices. I can manage works even with shortest deadlines like; "2500 words work in just 6 Hours" with very reasonable time. As a pro academic writer I am also familiar with all the referencing styles; such as APA, Harvard, OSCOLA, IEE, MLA etc. I always provide plagiarism-free solutions and as a prove I also provide "FREE Turnitin reports". For Samples, please visit my profile https://www.freelancer.com/u/SolutionMart Please message me to start the discussion. Thank You

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Building an Automated Google Sheets Financial Tracker requires a unique blend of technical expertise, financial analysis proficiency, and a keen eye for maximizing data visualization. My name is SAMAR, and I offer you precisely these skills, combined with my long-term experience as a content writer and a skilled researcher. I am not only deeply knowledgeable in the realm of spreadsheets but also well-versed in translating intricate financial data into digestible reports - ideal for your needs encompassing revenue, expenses, profit margins, and more. Notably, my dexterity in Google Sheets combined with my ability to fetch live data from connected sources enhances your tracker's quality and authenticity. The significance of trend monitoring and forecasting for business health cannot be overstated. With this financial tracker, I'll create detailed charts - line charts, bar charts, pie charts - elucidating your business performance while incorporating your specific goals. It doesn't stop there; my capacity to analyze data extends to employee pay, contractor costs, reimbursements from different insurance companies - all critical aspects in mapping out the financial landscape of your business. Allow me to simplify complex processes for you while furnishing essential insights to help drive growth and profitability efficiently!

I can develop an automated Google Sheets tool that connects to your bank and imports transaction data for a detailed financial overview. The system will categorize expenses, revenue, and profit margins while incorporating interactive graphs (line, bar, and pie charts) for clear visualization. It will also track spending on employee pay, contractors, lab equipment, and insurance reimbursements, breaking down average reimbursements per CPT code and insurance provider. For automation, we can integrate APIs or third-party banking connectors (e.g., Plaid or Yodlee) to pull data in real-time. Forecasting features will allow you to set company goals and predict growth trends based on past expenses. Given the complexity, I'd like to discuss data sources and security measures to ensure seamless and secure integration. Let me know how soon you'd like to proceed!

Hii, I hope your day’s going great! I saw your job post and thought, “This is right up my alley!” I’m flexible, quick to adapt, and focused on getting things done smoothly and efficiently. If you’re looking for someone reliable who’s ready to dive in, let’s chat—I’d love to help you out! Looking forward to hearing from you, Kate

Hi Muayad, I can build your automated financial dashboard in Google Sheets, connecting to your bank, importing transactions, and providing detailed financial insights. I have 9+ years' experience building such systems, including detailed expense tracking (employee pay, contractors, lab equipment), reimbursement analysis (insurance, CPT codes), and visualizations (line, bar, pie charts). I'm ready to discuss your bank's API, expense categories, goals, and reporting needs to get started quickly. Thanks and Regards, Salaj Augustine Your Friendly Neighborhood Freelancer

As someone who has spent years extracting insights from data, I'm confident in my ability to meet all the requirements you've outlined for your financial tracker. I am adroit in Google Sheets - adept at automation and connecting it with bank data which will be highly useful in ensuring smooth integration of your transaction history. My experience extends beyond just number-crunching; I have a strong background in creating clear, informative, and visually impactful presentations. Aspects such as line charts, bar charts, and pie charts are second nature to me. I can take your financial data and transform it into valuable visualizations that provide a comprehensive and genuinely helpful overview of your business’s financial health. Moreover, your request to track various expenses: employee pay, contractors' fees, lab equipment costs as well average reimbursement from insurance companies excites me as this aligns perfectly with my finess in detail-oriented work. With my comprehensive understanding of Python. SQL and R along with my demonstrated experience in handling diverse datasets, I am confident that I’ll help you gain an in-depth understanding of your expenditure patterns enabling effective decision-making to thrive even amidst uncertainty. My ability to clean data and use advanced statistical methods for profound analysis is yet another asset that makes me the best candidate for this project.

Hello Muayad M., I understand that you are looking for a skilled developer to create an automated Google Sheets financial tracker that connects to your bank, imports transaction history, and provides a comprehensive overview of your business's finances. I have expertise in Google Sheets, financial data analysis, and data visualization, making me well-equipped for this project. After reviewing my portfolio https://www.freelancer.com/u/sobia49 , you will see examples of my previous work in creating automated sheets and connecting them to bank data. I am confident in my ability to deliver a detailed and effective financial tracking tool for your business. I am committed to maintaining open and clear communication throughout the project to ensure your satisfaction. Best regards, Sobia

Hi, there, I can develop a fully automated Google Sheets tool that connects to your bank, imports transaction history, and provides a comprehensive financial overview with detailed insights. Key Features: ✅ Bank Integration – Auto-import transactions for real-time tracking. ✅ Dynamic Visuals – Line charts, bar charts, and pie charts to highlight financial trends. ✅ Goal Tracking & Forecasting – Analyze expenses and predict future growth. ✅ Expense Breakdown – Detailed tracking of employee pay, contractor costs, lab equipment, and reimbursements. ✅ Insurance & CPT Code Analysis – Identify average reimbursements per insurance provider and CPT code performance. Ideal Fit: I have expertise in Google Sheets automation, financial data analysis, and data visualization. I also have experience integrating bank feeds and structuring financial reports for strategic decision-making. This solution will enable you to monitor financial health effectively and make data-driven decisions. Let’s discuss how we can customize it to fit your exact needs. Looking forward to working with you! Best, Muhammad Latif

................................................................................................................ I would build windows compatible app that provides intuitive analysis for your business, Dear Sir. Would add func to choose different visualization method for your data. And would connect open ai to predict potential growth. Why i am saying is i have exp building similar app for skool channel owner. Was a huge medical online coure chanel. Needed each coures's potential, CRM specially each student's analysis was essential. Hope discuss furthher. Thanks. Nestor.