Monthly Expense Tracker Dashboard

@snehamehta525

Hello, Greetings of the day! I have a vast experience of working in Advanced Excel and I have completed many projects based on Advanced Excel. I have read your requirements and I can complete your project within time frame with proper and efficient work. I am a full time Freelancer and available to start your project immediately. I have an experience of below skills • Changing Raw Data into Presentable Data which can be easily under stood. • Use of Advanced Excel Formula • Data, Power Query, Tables & Formatting • Conditional Formatting • Advanced Charting • Pivot Tables & Pivot Reporting • VBA & Macros • Data Analysis • Anova analysis in Excel • Statistic & Modeling using Excel • Forecasting & Trend Analysis & many more …. I am ready to work on a Sample file also if required. Please initiate the chat so that we can discuss more about project and start the project. Thanks & Regards Sneh

@koolvishruth

Hello Sir, I am from Bengaluru only. Straightforward Apps Script work, and your acceptance criteria are clear enough that I'd build directly against them. My approach: archive before clearing, always — the script copies current data to a dated tab first, verifies the copy succeeded, then clears the live tables. Sequencing it that way means a mid-run failure can't lose a month's data. Dashboard built on formulas referencing the live tables rather than static ranges, so Form submissions flow through automatically with no manual refresh. Charts use built-in Sheets tools so you can adjust them yourself later. One thing worth clarifying before I start: should the reset clear Fixed Expenses too, or carry those forward since they're typically recurring month to month? I have worked here with more than 130+ clients. Available immediately. Best regards, Vishruth

@glanegonsalves

Hey there Glane here, I can enhance your existing Google Sheets tracker by building a dynamic dashboard and automating the monthly workflow using Google Apps Script. I'll implement a one-click reset button that archives the current month's data to a dated sheet before clearing the live tables, while ensuring your Google Form entries continue to update the dashboard automatically. The dashboard will include monthly summaries, category-wise spending breakdowns, interactive charts, and key financial insights, all designed with native Google Sheets features so it's easy to maintain and customize in the future.

@dwashil3000

I have done a similar project a week ago. I am sure you will give me more projects after this. I am interested to do this project too and ready to complete this within the timeline. Kindly check my profile to see all rating and reviews given by clients. Hoping to hear from you soon. Payment after completion.

@kanwalrafique

Hi, I'm an experienced Google Apps Script developer with experience in providing workflow automation solutions for Google Workspace apps, including Google Sheets. I’ll implement a production-ready workflow and dashboard for your Google Sheets–based income/expense tracker. The project will deliver (1) a single-click monthly reset + archiving mechanism and (2) a consolidated dashboard that updates automatically as new Google Form entries arrive. Scope & Deliverables 1. Monthly Reset Button and a Custom Menu I'll add a custom menu and button that triggers an Apps Script routine. On run, it will archive the current month’s data in a new tab and then clear the live tables for: Income, Fixed Expenses, and Variable Expenses. 2. Automatic Archiving The archive routine will copy values (not formulas) for the active month, preserving category columns and timestamps where present. The live sheet remains uncluttered; historical records remain reviewable. 3. Polished Dashboard (No Manual Refresh) Build a dashboard sheet using built-in chart tools. Views include: - Monthly summary totals - Category breakdown (fixed vs variable + category allocation) - Charts that update automatically from the underlying data. Implementation Notes - I'll use triggers where appropriate (e.g., time-based for month rollover. - Ensure idempotent behavior: repeated runs won’t double-archive or corrupt totals. I can start as soon as you award me your project.

@SyedTaha04

Hi, I can help you transform your existing Google Sheets tracker into a fully automated personal finance system with a clean, interactive dashboard and seamless month-end workflow. I have extensive experience with Google Sheets, Google Apps Script, Excel automation, dashboards, and financial tracking systems. I’ll implement a one-click reset button that automatically archives the current month’s Income, Fixed Expenses, and Variable Expenses into dated history sheets before clearing the live tables. Your dashboard will update automatically as new Google Form responses arrive, displaying monthly summaries, category-wise spending, KPIs, and dynamic charts without requiring manual intervention. The solution will be well-structured, easy to maintain, and thoroughly documented, with clean Apps Script code and an intuitive layout so you can customize it as your needs evolve. I can also provide a short walkthrough explaining the workflow and future modifications. Regards, Taha

@caajoys

Thank you for considering my proposal. I have gone through the requirements in detail and can enhance your existing Google Sheets tracker into a fully automated, user-friendly financial management system. With 7+ years of experience as a Chartered Accountant (ICAI), I have extensive expertise in Google Sheets, Google Apps Script, Excel automation, and financial dashboards. I’ll build a reliable solution that minimizes manual work while keeping your monthly records organized and easily accessible. The solution will include: * A one-click “New Month” button to archive existing data and reset the Income, Fixed Expenses, and Variable Expenses tables. * Automatic monthly archiving to dated sheets while preserving historical records. * A dynamic dashboard with monthly summaries, category-wise spending analysis, and interactive charts that update automatically with Google Form submissions. * Clean, well-documented Apps Script code for easy future maintenance and customization. Payment & delivery assurance: ✅ No upfront payment ✅ Release payment after completion or milestone ✅ Timely delivery ✅ 100% commitment to project completion Profile: https://www.freelancer.com/u/caajoys?sb=t I’m ready to review your current workbook, clarify any remaining details before development, and deliver a robust, scalable solution with minimal iterations. I look forward to working with you!

@prashanpatel557

Hello, Your project is a great match for my experience in Google Sheets automation, Apps Script, Python web applications, dashboards, and workflow automation. I’ve built interactive financial dashboards, Google Forms integrations, Apps Script solutions, and Python-based web applications that run on local PCs or VPS servers with secure browser access. I can enhance your existing solution in two ways, depending on your long-term needs: Option 1 – Google Sheets + Apps Script - One-click monthly reset button. - Automatic monthly archive before reset. - Live dashboard with charts, summaries, and category analysis. - Fully integrated with your existing Google Form. Option 2 – Python Web Application (Recommended for Future Growth) - A modern web dashboard built with Flask/FastAPI that runs on your local PC or VPS and can be accessed securely from desktop or mobile. - User authentication and multiple user support (optional). - Rich dashboards, interactive charts, budgeting insights, recurring expenses, file backup, CSV/Excel import-export, notifications, and easy future feature additions. - Can continue syncing with Google Sheets or migrate to a proper SQL database when needed. I’m ready to start immediately and can deliver either a lightweight Google Sheets solution or a scalable Python web application that is easy to maintain, accessible from anywhere, and designed for future expansion without rebuilding the system.

@NelisThuo

Hello, I recently competed such a project and its in my profile. As a seasoned professional with significant experience in data analysis and management, I am well-equipped to tackle your Monthly Expense Tracker project. With proficiency in Google Sheets and advanced abilities with formulas and scripts, I am confident that I can create a solution that not only meets but exceeds your expectations. In my role, I've developed highly complex spreadsheets for diverse projects that demanded utmost precision and efficiency - qualities profoundly crucial for your expense tracking system. My reputation for delivering original work, avoiding the use of AI, while still maintaining quick turnaround times translates to me being able to satisfy your need for accurate history logging and monthly resets. Close attention to detail has always been my strong suit. Hence, creating action buttons to reset values, automatic archival of each month's data before resetting, and integrating real-time analysis is well within my skillset. Furthermore, my proficiency with financial analysis will ensure that the charts and graphs generated by the dashboard are not only intuitive but meaningfully showcase your monthly summary and spending categories. Let's get started on streamlining your expense tracking workflow today!

@alexsanga5402016

With my 7+ years of professional experience in WordPress development and a deep understanding of Google Sheets, I can create the dynamic and user-friendly monthly expense tracker dashboard you're searching for. As an expert in creating intricate workflows, I'll ensure your tables reset every month with a single click, while automatically archiving essential data for historical review. Additionally, my proficiency in built-in Google Apps Scripts allows me to optimize your project's efficiency and maintain its ease of use. Your dashboard will automatically update as new entries arrive from the Google Form, ensuring a real-time reflection of your financial status. Furthermore, I understand the importance of data presentation which is why I guarantee readable summarizations and graphs with accurate totals and category breakdowns that require no manual refresh. In conclusion, my services as a WordPress expert extend beyond website development to aiding your businesses with task-specific solutions. My goal is to provide detailed-oriented, clean coded solutions that facilitate growth. Let's talk further about customizing your project for optimal results!

@tinyopsezr

Hello, TinyOps Studio can complete this as a contained Google Sheets and Apps Script build for INR 3,000. I would first work in a duplicate using representative rows, so your personal transaction history does not need to leave your control. The delivery would include: - one menu item and assigned-button function that acquires a script lock, copies the three current-month tables into a dated archive tab, verifies the copied row counts, then clears only the intended input ranges; - a duplicate-run guard so clicking twice cannot overwrite or archive the same month twice; - a consolidated dashboard using native Sheets formulas, pivot tables, and charts for income, fixed and variable spending, category totals, and monthly net; - dynamic ranges so new Google Form rows update the dashboard automatically; and - a short setup and test guide covering the normal reset, an empty table, a second click, and a newly submitted Form response. Before starting, I would confirm whether the three tables are separate tabs or named ranges, which headers and formulas must survive the reset, and whether Form responses land directly in Variable Expenses or in a separate response tab. I can deliver the working script and dashboard in two days, including one revision against the three acceptance criteria. No external finance service or AI API is required.

@aydont

YOU ONLY NEED ONE DEVELOPER WHO GETS IT RIGHT THE FIRST TIME. HERE'S WHY I'M THAT DEVELOPER. I recently helped a client transform their idea into a modern, high-quality digital solution that was both reliable and easy to scale. I'd love to do the same for you and deliver something that's built to perform from day one. I can help you create a polished dashboard that consolidates your monthly expense tracking, ensuring everything remains tidy and organized. I understand you're looking for a seamless solution with a single-click button for monthly resets, automatic archiving of data, and a clean, user-friendly dashboard with intuitive graphs. I specialize in Google Sheets and Google Apps Script, and we have 75+ 5-star reviews on similar projects and rank in the top 1% among 75 million users! I'd love to chat about your project! The worst that can happen is you walk away with a free consultation. Regards, Aydon.

@quinlannh

Hi, my name is Quinlann. With 20 years of experience and a dedicated team of developers, I specialize in creating client-centric solutions. Your project for a Monthly Expense Tracker Dashboard aligns perfectly with my expertise in Google Sheets and workflow automation. I offer a completely free, no-obligation consultation to review your project, understand your goals, and see if we are the right fit to work together. I understand you need a clean, professional dashboard that provides a seamless overview of your expenses with automated archiving. This will ensure your data remains organized and accessible. My team excels in Google Apps Script and creating user-friendly dashboards that auto-update with new entries. We focus on delivering results that meet your needs, ensuring a smooth, integrated experience. Please message me so we can discuss your project during the free consultation. Regards, Quinlann.