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I need an Excel spreadsheet to track my retail business's monthly expenses and income. Requirements: - Track percentage of each income or expense - Track monthly expenses: - Inventory costs - Rent and utilities - Employee wages - Cost of goods - Food expenses - Track monthly income: - Sales revenue - Service fees - Other business activities Ideal Skills and Experience: - Proficiency in Excel - Experience in creating financial tracking spreadsheets - Attention to detail
Project ID: 40320577
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Active 23 days ago
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35 freelancers are bidding on average $43 USD for this job

With a career of 7 years and successful projects in various fields, I am confident in my ability to create an Excel spreadsheet that will effectively track your business's expenses and income. Apart from being proficient in Excel, I also have a background in accounting and financial analysis which means I understand the significance of tracking each transaction accurately for your retail business. I can offer you an elaborate system that’ll track various costs such as inventory, rent and utilities, employee wages, cost of goods, food expenses alongside different revenue streams like sales revenue, service fees so on. Moreover, my programming languages' expanse including VB6 and C++, will enable me to automate aspects like data scraping (if needed) or generate custom reports catered to your specific needs. In conclusion, my extensive skills set combined with my commitment to delivering high-quality work make me the ideal fit for this job. No matter how complex or detailed your requirements are, I assure you a timely and precise solution that can future proof if needed. Looking forward to having a long-term working relationship with you and guiding your project towards success! So let's get started!
$100 USD in 3 days
8.5
8.5

As an experienced data analyst, I not only bring proficiency in Excel, but also a keen eye for accuracy and detail which is crucial when it comes to tracking your retail business's monthly expenses and income. My knowledge of business analysis and finance combined with my strong understanding of MS Excel make me an ideal candidate for your task. Having created numerous financial tracking spreadsheets for clients like you, I understand the value of records that you can rely on. Providing clean, organized and easily understandable solutions is something I take pride in. With your project, I can ensure not only comprehensive tracking but also the precise calculation and representation of the percentage of each income and expense category--a vital feature that your project demands. Moreover, regardless of the platform or software required, my versatile skills in data entry, data analysis and data mining make me proficient in any environment - be it Bigcommerce, Shopify or WordPress - enabling me to cater to your specific needs with ease. From tracking costs for inventory to sales revenue and service fees, your retail business will have a meticulous yet comprehensible record keeping system at its fingertips. Partner with me and together we'll keep accurate tabs on your business's financial health.
$29 USD in 1 day
7.6
7.6

As an accomplished finance, accounting and data analytics professional, I have been responsible for the creation and maintenance of intricate Excel tracking tools just like the one you're seeking for your retail business. I have deep proficiency in Excel and Google Sheets, which's why I can offer engaging, automated tools that cultivates a timely record of all financial activities in form of your desired percentages. My skills aren't just limited to tracking expenditures but also includes successful budgeting and forecasting – the skills you are specifically asking for in your freelancer. But what really sets me apart is my drive to ensure client satisfaction. Even after the contractvinitiates, I offer continuous support absolutely free of cost. It'll be fitting if you could give me a chance to provide a limited edition of what I plan to deliver so that you evaluate it before making a full commitment. In all, hiring me would mean bringing on board a professional who knows how to manage income and expenses with precision, paying attention to every detail and possessing just the right blend of technical expertise and practical application knowledge. Let's talk soon so we can get underway with this necessary tool for your business!
$20 USD in 1 day
8.0
8.0

As a seasoned expert in Excel and data analysis, I am perfectly positioned to create an effective and efficient business expense and income tracker for your retail enterprise. For over 15 years, I have been honing my skills to transform complex data into valuable insights that can shape your decision making processes. I possess advanced proficiency in Excel which enables me to perform diverse functions such as financial modeling, data analysis, pivot tables and data summaries, custom formulas and functions among others - all of which are indispensable skills for creating an effective expense and income tracker. Furthermore, my experience with creating financial tracking spreadsheets ensures that even the smallest detail is taken care of when it comes to tracking different categories of expenses such as inventory, rent & utilities, employee wages, cost of goods and food expenses. In addition, for revenue tracking my knowledge of KPI tracking will be beneficial while tracking your sales, service fees and other business activities for you to get a clear picture on your monthly income. Optimizing business operations through accurate financial tracking is one of my core strengths. Working together, we can streamline your workflows and identify areas where potential cost savings or opportunities for growth lie hidden - thereby reinforcing the profitability of your retail business. So let's connect today and start transforming the way you handle your financials!
$30 USD in 1 day
6.7
6.7

Greetings, I can help you create a comprehensive Excel spreadsheet to track your retail business's monthly expenses and income, allowing you to easily monitor key financial metrics. The spreadsheet will be designed to track both income and expenses in detail, with categories such as inventory costs, rent, utilities, employee wages, cost of goods, and food expenses. For each income and expense category, I will include a percentage calculation to give you a clear view of how each item contributes to your overall financial picture. The income section will track sales revenue, service fees, and other business activities, while also allowing for easy input and updates. You’ll be able to quickly assess your cash flow and identify areas where adjustments may be needed. I’ll ensure the spreadsheet is well-organized, user-friendly, and accurate, so you can focus on growing your business. Let’s get started on creating a detailed financial tracker that suits your needs! Moiz H.
$20 USD in 1 day
6.5
6.5

Hi, I am an experienced Associate Member of the Certified Cost and Management Accountant (ACMA), a Financial Analyst and a Certified Public Accountant (CPA) with more than 7+ years' experience in finance. I have gone through your project with interest, and it seems a perfect match with my skills. May I ask you a few questions about your project? What’s the principal activity of your business? Do you have any specific reporting requirements? When would you like to start? I have been providing financial modelling, business analysis, business plans, financial analysis, financial forecasting, Excel, advanced Excel, Visual Basic, payroll, data processing, data entry, finance, accounting, and financial research services and have more than 3+ years with a top-rated audit firm (KPMG), during which I have dealt with a number of clients and provided them extremely satisfactory services. Apart from that, I am also highly proficient in different accounting software packages like Excel, Advanced Excel, QuickBooks, Intuit QuickBooks, Xero, Microsoft Dynamics, Enterprise and more. I am a fast learner, problem solver, detail-orientated and highly organised. Looking forward to hearing from you soon! Looking forward to hearing from you Best regards. Zakwan
$30 USD in 1 day
6.4
6.4

Greetings Dear! I am ACMA professional and have a vast experience in excel automation, financial modelling and financial reporting. Being ACMA professional i guarantee you very professional work that meet your needs. I hope to hear from you. Thank you
$30 USD in 1 day
5.7
5.7

Hello, I am an experienced Excel financial tracker specialist who has built clean, easy-to-use spreadsheets for retail businesses to monitor monthly income and expenses. I will create a workbook that tracks all your key categories: Inventory Costs, Rent & Utilities, Employee Wages, Cost of Goods, Food Expenses, Sales Revenue, Service Fees, and Other Business Activities—with formulas to automatically calculate and display the percentage each contributes to total expenses or income. The sheet will be well-organized, include clear input areas, and provide a summary view for quick monthly snapshots. Regards, Zafar
$30 USD in 1 day
6.2
6.2

Hello, I’d be happy to help you build this spreadsheet. I have worked on many similar financial tracking Excel sheets before, and I can create a clear, easy-to-use system for your retail business. I also hold an MBA, which supports my background in financial analysis and business reporting. What I will create for you: • Monthly tracking for expenses and income • Categories including: – Inventory costs – Rent & utilities – Employee wages – Cost of goods – Food expenses • Income tracking for: – Sales revenue – Service fees – Other activities • Automatic calculation of percentages for each category • Clean summary section showing totals and breakdowns per month • Easy-to-update layout with clear structure The final file will be professional, accurate, and simple to maintain. I can deliver quickly and make any adjustments you need. Best regards.
$50 USD in 3 days
4.9
4.9

Hello there,, I have advanced experience in Data Mining, Statistics, Statistical Analysis and Data Science. With my vast background in data analysis and management, I am confident in my ability to handle your categorical data project effectively and efficiently. I have extensive experience in collecting, cleaning, analyzing, and visualizing data using Python programming, an invaluable asset for a project of this nature. Additionally, I am well-versed with CRISP-DM framework and adept at identifying patterns within datasets Choosing me means benefitting from not only my expertise but also my personal approach to projects. I understand that each task is unique, requiring tailored skills, and so I'm willing to go the extra mile to provide you with results that meet and exceed your expectations. Let's join forces in this project as our combined strengths will surely produce a result that's efficient, elegant and insightful! Let's not waste any more time! Together, we can mine this data efficiently and answer the questions to achieve your goals. Best Regards, Thanks
$20 USD in 1 day
4.5
4.5

Hi there, I understand you need a structured Excel spreadsheet to track your retail business’s monthly income and expenses, with clear percentage breakdowns for each category so you can easily see where money is coming from and where it’s going. With strong experience in financial modeling and Excel-based tracking systems, I can build a clean, intuitive sheet that gives you both control and visibility. My approach will begin by organizing income and expense categories into a logical monthly layout, including inventory, rent/utilities, wages, COGS, and food expenses, alongside revenue streams like sales and service fees. I will then implement dynamic formulas to calculate totals and percentage contributions automatically, ensuring everything updates as you enter new data. Next, I will design a simple summary section with key insights and optional charts so you can quickly understand performance at a glance. Deliverable: A user-friendly Excel workbook with categorized income/expense tracking, automatic percentage calculations, and a clear monthly summary view. QUESTION: Do you want this structured for a single month template you reuse, or a full-year tracker with separate tabs and a consolidated annual summary? Let's chat and get started now! Regards, Shehwani.
$50 USD in 1 day
4.4
4.4

Hi, I’ve reviewed your project and can help you get it done quickly and accurately. I’m Sarim Ali Khan, a top-rated freelancer specializing in data automation, analysis, and workflow optimization. My clients hire me because I deliver on time, on budget, and with zero guesswork. I can start right away and share a quick sample if you’d like. Let’s chat about the details and get you results — fast. Best, Sarim
$30 USD in 1 day
4.1
4.1

Hi, I can create a clean, easy-to-use Excel sheet to track your monthly income and expenses with automatic percentage calculations. I’ll structure it to cover inventory, rent, wages, cost of goods, and multiple income streams with clear summaries. Do you want a dashboard view with charts for quick monthly insights as well? I’m ready to start immediately and can deliver a well-organized, accurate spreadsheet quickly. Let’s set up a system that gives you full financial clarity at a glance. Best Regards, Fizza Nadeem K
$20 USD in 1 day
1.8
1.8

Hi There I can create a clean, easy-to-use Excel tracker tailored to your retail business that not only records income and expenses but also calculates percentages automatically for better financial insights. The sheet will include structured monthly tracking for inventory, rent, wages, COGS, food, and income streams, along with summaries and formulas so you can quickly see performance without manual calculations. I’ll make sure it’s organized, error-proof, and simple to update each month. Quick question, would you like a dashboard summary (charts + totals) to visualize profit, expenses, and percentages each month? Best Regards Waqas Ahmad
$20 USD in 7 days
1.7
1.7

‼️ IF YOU’RE NOT HAPPY YOU DON’T PAY ‼️ I see you need a clean, professional, and user-friendly Excel spreadsheet to seamlessly track your retail business’s monthly income and expenses, including percentages and detailed categories like inventory costs, rent, wages, and sales revenue. I specialize in creating integrated and automated financial tracking spreadsheets tailored to business needs. While I am new to Freelancer, I have tons of experience and have done other projects off site, delivering solutions that simplify expense tracking and income analysis for small businesses. I would love to chat more about your project! COME CHAT WITH ME, WORSE CASE YOU GET A FREE CONSULTATION. Regards, Pietie Lubbe
$23 USD in 14 days
0.0
0.0

As an experienced AI consultant and systems engineer, I believe I possess the specialized skills necessary to expertly manage your business expenses and income tracking using Excel. I value precision and accuracy in all my work, and thoroughly understand the importance of keeping a tight record of financial data for any business. With my proficiency in Excel, I can develop a sophisticated spreadsheet tailored to your unique needs, ensuring that all the essential components such as inventory costs, rent and utilities, employee wages, cost of goods among others are efficiently tracked. Additionally, my expertise extends far beyond just creating financial spreadsheets. I have a reputation for delivering production-ready solutions that offer not only scalability, but also security – two features crucial to any successful enterprise. Moreover, under my wing, you can expect not just a one-off solution but long-term support where necessary. This means that even after the completion of this project, I will continue to offer technical support and optimize your system as your retail business evolves. Overall, hiring me represents having a versatile professional who is fully invested in business optimization through automation. Let's team up so that I can leverage on my skills to streamline your operations and help maximize your profit generation.
$20 USD in 7 days
0.0
0.0

Hi, I’ve worked on similar Excel setups for tracking expenses and income, so I understand what you need here. I can create a clean and easy-to-use spreadsheet where you can track all your monthly expenses and income, with clear categories, percentages, and a structure that makes everything easy to read and manage. I’ll make sure everything is well organized (inventory, rent, wages, etc.) and that you can quickly see totals and percentages without confusion. The goal is to give you something simple to use, but reliable for your business. I’m available to start right away. Best regards, Alessio
$15 USD in 2 days
0.0
0.0

Hi, I can create a clear Excel spreadsheet to track your retail business's monthly expenses and income. What I'll deliver: - Income tracking: sales revenue, service fees, other business activities - Expense tracking: inventory costs, rent and utilities, employee wages, cost of goods, food expenses - Percentage breakdowns for each income and expense category - Monthly summaries and totals My approach: - Clean, easy-to-use layout - Formulas for automatic percentage calculations - Organized structure for month-by-month comparison Experience: I've built similar financial tracking spreadsheets for businesses. Ready to start. Best, Suren
$20 USD in 7 days
0.0
0.0

Hi there, I am a Chartered Accountant and US CPA with 12+ years of experience in Excel-based financial systems. I can create a customized spreadsheet to track monthly income, expenses, and percentages. With my experience, I will build a user-friendly Excel tool to track every business transaction accurately and efficiently. I’d be happy to support you with your requirements within the desired timeline. Please find my bid attached for your reference, and feel free to connect to discuss further. Thanks, Vikrant Gola
$100 USD in 7 days
0.0
0.0

As an Intuit Certified Bookkeeper and QuickBooks Online ProAdvisor, I bring a strong proficiency in Excel to the table. I have created numerous financial tracking spreadsheets throughout my career, so tracking your retail business's monthly expenses and income is something I'm well-equipped for. My unique skill set enables me to accurately track the percentage of each income or expense just as you required. My experience in financial management covers a breadth of expenses, from inventory costs to rent and utilities, employee wages to cost of goods, food expenses, and more. I will ensure that all your business's monthly expenses are efficiently tracked in a way that will be valuable to you as a business owner. Such monitoring will allow you to make informed decisions aimed at improving profitability. In summary, by hiring me for this project, not only will you get someone who's highly proficient with Excel, but also an individual with a deep commitment to delivering quality service. Let me relieve you of the burden of keeping tabs on your financials so that you can focus on expanding and managing your retail business effectively.
$100 USD in 5 days
0.0
0.0

Miami, United States
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