Comprehensive Personal Finance Management Dashboard (Excel I Power BI)

₹1500-12500 INR

Closed

Posted

4 months ago

₹1500-12500 INR

Paid on delivery

I'm seeking an adept professional to construct a personal finance dashboard that offers a holistic view of my family's financial status. This would include: • Tracking of monthly income, expenses, savings, investments, and insurance coverage • Categorization of expenses for better management • Detailed forecasting to strategize future wealth accumulation Specific features I desire for the dashboard include: • An income statement to document and evaluate earnings • An expense tracker for vigilant spending supervision • A savings tracker providing a snapshot of reserved wealth • An investment tracker to monitor asset performance • Insurance coverage analysis for effective risk management • A forecasting module to predict future monetary trends All these components should be visualized using bar, pie, graphs charts for better understanding and interpretation. Ideal applicants should possess strong skills in Excel or Power BI and possess prior experience dealing with personal finance management tools. An astute understanding of financial metrics and visual data representation is required. This dashboard should be a comprehensive tool to oversee different aspects of our family's financial wellness for better planning and management. BUDGET: INR 1500

Project ID: 37589666

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70 proposals

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Active 3 mos ago

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70 freelancers are bidding on average ₹5,272 INR for this job

@schoudhary1553

Top 1% in Freelancer.com Hi, Greetings! ✅checked your project details: ✅Completed Time: In project deadline We have worked on 900 + Projects. I have 6 + years of the experience in same kind of projects. If you are looking for a true Freelancer, I am the Right person for you. I am available almost 24-7 and am very responsive. I feel proud that I am a trusted Freelancer who pleases almost every single client. You can rest assure, your work will be delivered well in advance of others, with passion and accuracy. I guarantee you instant communication & responses when you need me. Why choose me? I think every client is the reason for my success. I only take projects which I am sure I can do quickly. My Portfolio Items: https://www.freelancer.com/u/schoudhary1553 I would really like to work with you on this project. If interested, Kindly contact me via chat for further details and discussion. Thank you Sandeep

₹9,000 INR in 3 days

4.9

(527 reviews)

8.4

@Jatin77777

Hello, I have more than 14 years of experience in reporting and data analysis. I have designed multiple dashboards and VBA automation to reduce human intervention to enhance data accuracy. These dashboards and reports have dynamic views and functionality to present the data Like: checkboxes, radio buttons, drop-down lists and graphical data representations (Bar charts, pie charts, heat maps, Gantt chat, etc.). Successfully delivered Dashboard, Scorecard, Heatmap & Ad-hoc requests to my clients. I can help you here; I went through the mentioned details and found that I can give you support to complete your task. Please check my portfolio once for more information. Further, we will discuss this on chat. Thanks in advance for your valuable time. Thanks, Jitender Kumar Reporting & Data Analytics EXCEL | VBA | POWER BI | SQL | OCR |

₹12,000 INR in 7 days

5.0

(27 reviews)

4.8

@Zakwan555

Hello Sir, I am an experienced Cost and Management Accountant and Financial Analyst having more than 7+ years experience in Accounting and Finance. I can do this job efficiently as per your given instructions within the short time with 100 % accuracy. Looking for your response. Thanks

₹7,000 INR in 1 day

4.9

(20 reviews)

4.8

@ashiruddin

I understand you are seeking an adept professional to construct a personal finance dashboard that offers a holistic view of your family's financial status. This would include tracking of monthly income, expenses, savings, investments, and insurance coverage categorization of expenses for better management detailed forecasting to strategize future wealth accumulation I believe I am the perfect fit for this project. My extensive experience in software development and data analysis makes me uniquely qualified to deliver the comprehensive personal finance management dashboard you are looking for. My strong skills in Excel and Power BI make it easy for me to understand your project requirements and build a user-friendly dashboard that will provide insight into your family's financial wellness. I wil be delighted if you could please consider my proposal for this job. Thank you for considering me!

₹7,000 INR in 7 days

4.9

(11 reviews)

4.2

@ajamshad162

Hi, I'm Shafi, a certified data analyst with strong skills in Excel and Power BI. I have done a lot of projects and am familiar with the necessary tools and procedures to construct the comprehensive personal finance dashboard you are seeking. I understand that you are seeking an adept professional to construct a personal finance dashboard that offers a holistic view of your family's financial status, categorization of expenses for better management, detailed forecasting to strategize future wealth accumulation, and analysis of insurance coverage. The features I desire for this dashboard include an income statement to document and evaluate earnings, an expense tracker to monitor vigilant spending supervision, a savings tracker providing a snapshot of reserved wealth, an investment tracker to monitor asset performance, and an insurance coverage analysis for effective risk management. All these components should be visualized using bar charts, pie charts for better understanding and interpretation. If you feel my skillset is exactly what you're looking for then please don't hesitate to reach out with any further inquiries or for me to start the discussion about how we can make this project happen together

₹3,000 INR in 7 days

4.9

(8 reviews)

3.3

@SachinMeeena01

Hi there! My name is Sachin and I am an experienced Excel and Power BI expert who can help you create a comprehensive personal finance dashboard. With my expertise in Excel, Power BI and financial analysis, I am confident that I can provide the best solution for your project needs. I understand the importance of having an income statement, expense tracker, savings tracker, and investment forecast module in your dashboard to support better planning and management of your family's finances. Additionally, I have experience in data cleaning, formatting, analysis, and visualization using Microsoft Excel, and Power BI that can come in handy during the project process. I would love to discuss further how I can help you with your needs if you are interested. Please don't hesitate to contact me if you have any questions or would like more information about my services.

₹6,999 INR in 1 day

5.0

(5 reviews)

2.9

@yousrymohamed11

Hi I am expert in power bi (measures, power query and different visualizations), connecting datasets to power bi from various sources, and provide informative dashboards, I can start this Job right away, and we can discuss the Timeline but I need Further Details from you, Also I can provide you with a Sample of Work for Free to check the Quality of Work, I'm Looking Forward to working on this Project, Waiting for your Response. Regards

₹2,500 INR in 2 days

5.0

(7 reviews)

2.9

@Joz254

Hello, I specialize in data analysis and visualization across diverse fields. With expertise in tools like SPSS, R, Python, and Excel, I'll ensure accurate and insightful analysis. My attention to detail guarantees a nice dashboard, presented in a clear and professional manner. Let me know the project specifics and the deadline, and I'll get started right away. Expect an excellent job. Best regards, George.

₹3,500 INR in 2 days

5.0

(4 reviews)

2.8

@Asadjutt111

Hi, I can do it in the next few hours by working on it right now. Message me for detailed discussion. Thanks and Looking forward:). For more information, visit my profiles and reviews for assessing my credibility. You can look my freelancer.com profile in the given link. Here is my profile link: https://www.freelancer.com/u/Asadjutt111 Regards, ASAD UR REHMAN

₹1,500 INR in 1 day

4.5

(3 reviews)

2.5

@iqraahmad22

Hi there! I understand you are looking for an adept professional to construct a personal finance dashboard that offers a holistic view of your family's financial status. I believe my skillset and experience make me the perfect fit for this project. I have extensive knowledge in Excel and Power BI that make me an ideal candidate for this project. Additionally, my commitment to excellence ensures that the end result is accurate, timely and user-friendly. Moreover, I take pride in my work by always maintaining professionalism and accuracy while staying within budget. I would be delighted to help you create the comprehensive financial wellness dashboard you seek. Please feel free to contact me if you have any questions or would like more information about my services. Thank you for considering me for this position! Best Regards, Iqra Ahmad.

₹1,500 INR in 2 days

4.1

(7 reviews)

2.3

@SmartOfficer

Hi there. I have good experiences in power BI. I have worked with many power BI dashboards. I am expert in Connectors, DAX, Modelling and dashboard creation. Please contact me I will show you my past works. Thanks.

₹1,500 INR in 4 days

5.0

(3 reviews)

1.0

@Jayantsao

Thank you for choosing me for your work,I have 5 years of experience in data entry, I will do your work genuinely and seriously. Trust me, you will provide me the data in PDF format, I will convert it into MS Word or MS Excel. I do book writing and data entry work, I will do your work as quickly as possible and that too at a low price.

₹2,000 INR in 3 days

0.0

(0 reviews)

0.0

@pukhdesigner1

Hi sir hope you will fine . sir i can do it for you . I have my 7 year experience in MS OFFICE excel, word, power point, database. MS access, sir i can edit a complete financial dashboard for your family status .thanks sir

₹7,000 INR in 2 days

0.0

(0 reviews)

0.0

@rifahrosmin

I understand you are seeking an adept professional to construct a personal finance dashboard that offers a holistic view of your family's financial status. Specifically, you are looking for a person who can track monthly income expenses categorization of expenses for better management detailed forecasting to strategize future wealth accumulation. With my extensive background in Excel and Power BI I am confident that I can deliver a comprehensive tool to oversee different aspects of your family's financial wellness for better planning and management. I believe I am the perfect fit for this project due to my skills in Excel and Power BI as well as experience in dealing with personal finance management tools. My coursework has honed my skills in accounting which will be required for constructing the dashboard I would love to discuss further how I could make this project happen please feel free to reach out if you have any other questions or would like me to provide more information about myself or my services

₹1,500 INR in 7 days

0.0

(0 reviews)

0.0

@f4rh4nsetiawan

Hi, I'm Farhan, I've read about your needs, I can create your financial dashboard, for further details, please contact me, thank you

₹1,500 INR in 1 day

0.0

(0 reviews)

0.0

@ShubeenK

I hope this message finds you well. My name is Shubeen Kotangale, and I am thrilled about the opportunity to bring my expertise in Data Analytics, Excel, and Power BI development to your projects. About Me: With a solid foundation built over 2 years in the field, I specialize in transforming raw data into actionable insights. I've honed my skills in both Excel and Power BI, offering a comprehensive approach to data analytics. My Skill Set: Excel Mastery: From complex formulas to data visualization, I have a proven track record in harnessing the full potential of Excel for data analysis, reporting, and decision-making. Power BI Development: Crafting dynamic dashboards and reports is my passion. I leverage Power BI to turn data into engaging visual narratives, providing you with a deeper understanding of your business metrics. Your satisfaction is my priority. I work closely with clients to understand their unique needs and deliver solutions that exceed expectations. Whether you need comprehensive data analytics, Excel wizardry, or Power BI magic, I am ready to collaborate on projects that demand precision and insight.

₹2,300 INR in 6 days

0.0

(0 reviews)

0.0

@vishal221761

I have read your requirements of Comprehensive Personal Finance Management Dashboard (Excel I Power BI). I’m pretty confident that I will be able to get your work done within the given time your requirements conclude. I am very keen to discuss further. You can reach me at any time on online. I have also a few clarifying questions on the project. I’m an Expert, Honest, Sincere, Quick learner and Responsible worker as I’m taking my work like my Responsibility. kind regards, Vishal Agrawal

₹7,000 INR in 7 days

0.0

(0 reviews)

0.0

@suniroses

Hello, Sunil here, I am thrilled about the opportunity to create a comprehensive personal finance dashboard for you. With expertise in Power BI and Excel, I can deliver a user-friendly platform that tracks income, expenses, savings, investments, and insurance. The dashboard will include features like an income statement, expense tracker, savings snapshot, investment monitor, and insurance analysis. I am committed to providing a holistic view of your family's finances for informed decision-making and future wealth accumulation. Feel free to contact me for a discussion about the project. Best regards, Sunil Kumar

₹1,500 INR in 2 days

0.0

(0 reviews)

0.0

@manthandataguy

Hello there! My name is Manthan and I'm a skilled data scientist with a year of experience. I understand that you're looking for an adept professional to construct a personal finance dashboard that offers a holistic view of your family's financial status. Specifically, you're seeking an economist/financial analyst to develop a comprehensive tool to oversee different aspects of your family's financial wellness for better planning and management. I believe I am the perfect candidate for this project! With my background in statistics and data science, I possess the necessary skills to create an advanced data-driven solution: I have experience in various data science fields such as statistical analysis, data visualization, machine learning, and deep learning. Additionally, I have prior experience working on projects related to data science where I have used my skills to develop algorithms and models to extract valuable insights and provide meaningful recommendations.

₹7,000 INR in 7 days

0.0

(1 review)

0.0

@Arch124

Hello I'm Archana. I'm expert in data entry and all the other computer work. I'm surprised to see that I'm a specialist in these work that you want from me. I'm very hardworking and honest. I'm an Indian and I respect all the Indian religion and culture. In Indian culture clients are one of the form of god and i respect god.I don't cheat god so how can i cheat, disrespect or do any mistakes in client's work. I have high typing speed which is necessary for this work. I'm detail oriented and experienced in this type of work. I have many other skills which will need for this project and this skills I'll not say, this skills I'll prove by doing your project. I will complete your work efficiently on fixed day. I can guarantee you that you will definitely love my work I'm very well skilled and experienced in this work also i have done many work like these in my past and they really love my work.

₹2,000 INR in 3 days