Personal Finance Strategy & Dashboard

₹600-1500 INR

Completed

Posted 21 days ago

₹600-1500 INR

Paid on delivery

My education loan is growing faster than I’d like and, at the same time, I know I’m missing opportunities on the investment front simply because I don’t have a clear plan. I want a comprehensive personal finance strategy that shows me, step by step, how to tackle debt repayment strategies for the loan while laying out a practical investment-planning roadmap I can execute with confidence. Alongside the written plan, I need a living dashboard—built in Excel, Google Sheets, Power BI or a similarly accessible tool—that lets me track progress in real time. It should feel intuitive even to a beginner: interactive charts that immediately visualise where my money is going, automated reports that summarise monthly performance, and custom financial alerts that nudge me when I’m drifting off-track. I learn best when things are explained patiently, so the engagement must include clear explanations of every recommendation and logic used. A short coaching session or screen-share walk-through is essential so I can maintain the system myself after delivery. Deliverables • Written strategy covering debt-repayment timeline and investment-planning steps • Dynamic dashboard featuring interactive charts, automated reports, and custom alerts • Supporting documentation and video or live walk-through explaining setup, assumptions, and how to update data • At least one review cycle to fine-tune calculations and visuals based on my feedback Acceptance criteria • All numbers, growth projections, and repayment schedules tie back to my actual income, expenses, and loan terms • Dashboard updates correctly when I replace sample data with new monthly figures • Alerts trigger according to thresholds we set together (e.g., savings rate drop, repayment milestone missed) If you enjoy demystifying finance concepts and building user-friendly tools, this project should be a great fit.

Project ID: 40340735

About the project

4 proposals

Remote project

Active 20 days ago

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@SyedTaha04

Hi, Your project stands out because it’s not just about numbers—it’s about building a system you can actually understand, trust, and stick with. That’s exactly how I approach personal finance. I can help you design a clear, step-by-step strategy that balances aggressive (but realistic) debt repayment with a practical investment roadmap. Instead of generic advice, everything will be tailored to your real income, expenses, and loan terms—so you’ll know exactly what to do each month and why. Alongside that, I’ll build you a clean, beginner-friendly dashboard (Excel or Google Sheets) that: • Tracks loan reduction, savings rate, and investments in real time • Uses simple interactive charts so you instantly see progress • Includes automated monthly summaries • Triggers smart alerts when you fall off track I’ll also walk you through the entire system via a screen-share session, explaining the logic behind every calculation so you’re confident managing it yourself going forward. Documentation + one revision cycle is included to refine everything based on your feedback. If you want, I can share a quick sample layout before we start. Let’s build something that actually works long-term. Regards, Taha

₹1,050 INR in 7 days

4.8

(1 review)

1.1

4 freelancers are bidding on average ₹2,088 INR for this job

@nareshk44

With your need for an approachable and easy-to-follow financial strategy, I bring to the table my extensive skills in data management, data visualization, and mastery of Excel. My expertise includes a comprehensive understanding of functions, formulas, timelines, pivot tables, charts, and graphs - the very tools we need to materialize your vision of an interactive, intuitive dashboard. Additionally, I'm well-versed in leveraging Google Sheets and can familiarize myself with other software that suits your preference. In terms of experience, I have helped numerous clients analyze complex financial situations and chart out effective strategies. My strength lies in simplifying intricate concepts for better comprehension. I am not just capable of providing you with the financial plan you're seeking; rather, Furthermore, my commitment to fastidiousness guarantees all numbers, growth projections, and repayment schedules will be meticulously accounted for and based on your actual income, expenses, and loan terms. The dashboard we build together will update correctly each time the sample data is replaced with new figures from your monthly inputs. The alerts will trigger as defined by the thresholds we set keeping your unique needs in mind. Ultimately, hiring me means both top-quality service and peace of mind for you!

₹5,000 INR in 1 day

5.0

(13 reviews)

4.5

@yogeshs124

I have built something similar for a project and for a company i can build one for you I have both practical experience and theoretical knowledge to execute this task

₹1,050 INR in 7 days

0.0

(0 reviews)

0.0

@nainsis08

I’ll build you a clear, step-by-step personal finance strategy to aggressively manage your education loan while creating a smart investment roadmap—paired with an intuitive, dynamic dashboard (Excel/Sheets/Power BI) featuring live tracking, automated reports, and custom alerts, plus a walkthrough so you can confidently manage it yourself. ? Share your income, expenses, and loan details—I’m ready to create your personalized financial system!

₹1,250 INR in 2 days