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Improvements in an Excel file for financial controls

$30-250 USD

I përfunduar
Postuar over 4 years ago

$30-250 USD

Paguhet në dorëzim
I have an excel file containing basically expenses and incomes and need this data to be consolidated (e.g. summed up; divided) in other tabs in particular ways. For instance: a1) if the "Paid by" cell is equal to the "Expense of" cell, account the value in the right category (e.g. Supermarket) of the payer's consolidation tab. a2) if the "Paid by" cell is different from the "Expense of" cell, consult tab "Sharing of expenses" to see how that particular expense is shared. For instance, the tab "Sharing of expenses" indicates that "Supermarket" expenses should be distributed at the 60-20-20 proportion. So if I register that I expend USD100 in this category, a formula should distribute this value among 3 people: 60 should go to a balance sheet of person A, 20 should go to a balance sheet of person B, and 20 should go to a balance sheet of person C. b) if a payment is done with a particular credit card, a formula should check the date of the expense and "decide" whether to allocate the expense in the current month or in the next month. There are other similar rules that must be implemented. Please, estimate your bid based based on the 3 items above only. Values for additional developments can be arranged afterwards. One challenge is to keep the file not too heavy and slow. The project will certainly need some "back and forth" between me and the selected provider until we reach the desired results.
ID e Projektit: 21410393

Rreth projektit

34 propozime
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Aktive 4 yrs ago

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Avatari i Përdoruesit
Hi, I've read your description. Those tasks can be done using VBA, and won't be difficult to achieve. I can share you a sample of how it works, if you are satisfied with it, we can go to the next step. Let's have a chat for more detailed discussion.
$45 USD në 1 ditë
5,0 (63 përshtypje)
5,4
5,4
34 freelancers are bidding on average $115 USD for this job
Avatari i Përdoruesit
Hello, I have gone through your job posting and become very much interested to work with you. I am an expert in this field. I have already completed several projects like this. For evidence you can see my profile. Please visit : https://www.freelancer.com/u/schoudhary1553 I have excellent command over English. I am a hard worker, productive and worthy of your attention I hope, I would be the right candidate for this post. Awaiting an affirmative response from you. Kinds Regards, Sandeep
$220 USD në 4 ditë
4,9 (349 përshtypje)
8,0
8,0
Avatari i Përdoruesit
Excel expert!! I have read the project details thoroughly, and believe to be a perfect fit, for the project.. I will provide unlimited revisions, until we reach the desired results. ZERO ERROR GUARANTEED!! Please read my 400+ reviews; I am here to impress you with my work.
$120 USD në 1 ditë
4,9 (295 përshtypje)
7,5
7,5
Avatari i Përdoruesit
Hello, I’m an Excel expert and I would like to help you with your project. Please check my profile and contact me to discuss further details. Regards.
$100 USD në 2 ditë
4,9 (377 përshtypje)
7,5
7,5
Avatari i Përdoruesit
Hi there,I am Excel expert from Bosnia & Herzegovina,Europe. I have carefully gone through with your requirements and I would like to help you with this project ! I can start immediately and finish it within the agreed deadline. Check out my profile and former clients feedback - that'll let you know everything about me. Please feel free to contact me so that we can discuss further details. Thank you for taking the time to read my proposal.I am looking forward to hearing from you. Best regards, Miljan
$165 USD në 3 ditë
4,9 (131 përshtypje)
7,4
7,4
Avatari i Përdoruesit
Hello, my name is Cristian, i am Excel/VBA expert. I am in the top 5 of freelancers in this area and i have more than 240 projects successfully completed here. i work alone, i do not have a team or outsource the projects, i do everything, that's why i only take what interests me and i can do it effectively. Look at the comments that employers have left me, that is my greatest satisfaction. Best regards
$100 USD në 2 ditë
4,9 (258 përshtypje)
7,0
7,0
Avatari i Përdoruesit
Hello, I have built several similar personal budget tools to what you are looking for, and I would like to help you if I can. Please send me a message so that we can discuss in details your requirements. Looking forward to hearing from you, BR, Razvan
$119 USD në 10 ditë
5,0 (18 përshtypje)
6,0
6,0
Avatari i Përdoruesit
Hello. My name is Marko and I am an Engineering Graduate with an MBA degree. I am a full time freelancer and I will work hard on this till completion. An Expert VBA programmer on freelancer.com and I do not bid on projects which I am not sure. I will not disappoint you and I will do my best for give you a perfect solution. If I have an opportunity to work with you, That's my pleasure. No milestones required in advance, please pay me once the job is 100% complete. Also, before you consider awarding me the project, I can provide you with some sample files via your requirements. Please message me, so we can discuss here as I may have some questions. Thank you. Marko R.
$90 USD në 0 ditë
4,9 (46 përshtypje)
5,7
5,7
Avatari i Përdoruesit
- Have good expertise in Excel automation using macros. - Can get the "Paid by" value in the right category based on "Expense of" - Have the % distributed according to set proportion - Based on the transaction date include the expense in appropriate month. - Have done similar expense cateogrization, credit card expenense consolidation from Bank Statement Credit/Debits. My Skills: - Have expertise in Excel automation, macros, formulas, calculations, summarising and Graphs. - Extensively the macros/VBA to automate: - Data validation in a particular, Data consolidation into sheets, comparing, plugging in default values for few cells - Data camparision using formulas, lookups and bringing up summaries., -- Pl. review my portfolio on projects done - https://www.freelancer.com/u/satishtl Sample HighComplex Projects using Macros: (via Freelancer) - Complex Data anlaysis and graphing - Using Surface, Scatter Dynamically setting axis values, legennd colors(Excel 2013 to Excel 2016) - Heating Wire Design, Canada, - Identify the wiremodel running through multiple iterations. - System log generation (users logged in time, duration, days) between time period based on the text log files. Generate report. - Employee Tax, Canada - Calculations per hours,wage,provincial deductions, Federal deductions per reference tables.
$140 USD në 5 ditë
4,7 (51 përshtypje)
6,0
6,0
Avatari i Përdoruesit
Hi, My name is Virendra. I am experienced Data Analyst and Macro Developer. I have read your instructions carefully. I have excellent knowledge and experience of creating User Form, Command Button, Drop Down, Radio Buttons, List Boxes etc. in excel VBA. I also have expertise in Manipulating and Exchanging Data in Multiple Sheets, Using Advanced Formulas, Critical Programming, Developing System for Management and Creating Reports. I have done mostly Excel VBA Programming jobs. So, I can do this job nicely. Ready to start, please message me to discuss your project in more details. Thanks, Virendra
$120 USD në 3 ditë
4,8 (89 përshtypje)
5,7
5,7
Avatari i Përdoruesit
Hi, I am interested in working on the task. I have experience working with excel formulas,excel VBA, Data Analysis(Statistically and Graphically) and in creating dashboards. Would like to discuss more about the task. Please share the file. Looking forward to hear from you. Best Regards, Akila.K
$120 USD në 4 ditë
5,0 (47 përshtypje)
5,6
5,6
Avatari i Përdoruesit
Hi. I can write macro for 3 items above $60 in 2 days. Great app writer for your projects. I have writen scraping, excel, googlesheet, csv, database app, macro, vba for many years. I am ready to write your project. Thank you for visiting my profile
$60 USD në 2 ditë
4,8 (36 përshtypje)
5,1
5,1
Avatari i Përdoruesit
Sir,      I am well versed in these kind of jobs and can do your project as per requirement. **I am ready to start Waiting to hear from you. Regards
$98 USD në 3 ditë
4,6 (45 përshtypje)
5,5
5,5
Avatari i Përdoruesit
Hi, You need logical formula and best if done through VBA instead of nested formula in excel. I hope that you can discuss me more about this project.
$150 USD në 4 ditë
5,0 (21 përshtypje)
4,8
4,8
Avatari i Përdoruesit
Hi Good Day! A serious freelancer here. I can help you to complete this project. Can you share to me your file? I can make it automated using Excel Formulas and VBA Macro. Please consider my bid. I've done a lot of Reports and Templates using MS Excel. I can use my expertise in VBA Macro do it quickly and accurately. Message me anytime to discuss. With my experience as a VBA Macro developer for 8 years I can give you the high quality tool that can generate accurate result that you wanted using MS Excel. I am also a Project Management Analyst for 8 years in Accenture which given me the knowledge of creating quality dashboards and financial reports for our Clients. Please message me anytime to discuss more about this project. I am willing to help you out and show you my expertise. Thank you!
$50 USD në 2 ditë
4,9 (42 përshtypje)
4,6
4,6
Avatari i Përdoruesit
Providing Cost effective solution. Excel Group Member (Top 20%). Access Group Member (Top 30%). Proficient in Google Sheet 12 Years of experience working on Excel, Access, Word & Power Point. Excel: Worked on Excel 2007/2010/2013 Have used most advance features like VB/Macro, User forms, Pivot Table and Charts, Slicer, Data Validation, Dash Board, Mail Merge, Grouping Have extensively used formulas like Vlookup, Hlookup, Concatenate, Sumproduct, Sumifs etc Have designed special graphs- Combination Charts, Variable width graph etc Have done very large database analysis- 100 mb file with few thousand rows Used Multilingual features Access: Worked on Access 2007/2010/2013 Used features like multi user access control with password on intranet Designed various forms, reports Used features like Child relationship, VB, Conditional formatting, Use of image and memo, Calculated fields Designed MIS module Very good at Corel, AutoCAD and 3D Max also.
$155 USD në 3 ditë
5,0 (6 përshtypje)
4,4
4,4
Avatari i Përdoruesit
Hi there, it's an easy job! Am a professional accountant in KSA, who have +6 years of experience. With great MS excel and financial management knowledge. Please, check out my profile for further information. I can provide you perfect results at a fair price. Please, feel free to contact me. Thanks
$45 USD në 2 ditë
5,0 (14 përshtypje)
4,2
4,2
Avatari i Përdoruesit
Hello Sir. I hope your doing great ^_^ I'm not going to give you the canned speach that every one here seems to copy and paste, I might be new here, but I'm very capable of doing this job. I'm a dedicated, professional, and collaborator person, and I pay attention to the details ( as we all women do ^_^ ). I am ready to give you some of the work for free as a sample before you hire me, then I'm confident that we will have a great working relationship together. So let us stop talking, and let the quality of the work decides. All the best. Amany.
$150 USD në 3 ditë
5,0 (2 përshtypje)
2,8
2,8
Avatari i Përdoruesit
Hi. I have very good experience in in handling projects that involve data consolidation and performing operations on bulk files and data transformation. I will be very flexible to work with. Looking forward to working with you.
$55 USD në 1 ditë
5,0 (8 përshtypje)
2,8
2,8
Avatari i Përdoruesit
It`s an easy project and can be finished in less than the determined time please contact me to discuss the details thank you
$50 USD në 1 ditë
4,2 (10 përshtypje)
2,8
2,8
Avatari i Përdoruesit
Hi, I've huge experience on Excel vba/macro and similar jobs. I can write your rules with vba, it can be run from a button on Excel sheet or I can make it an Excell add-in and it can be installed to your Excel and shown on Excel menu bar. I've been recently awarded a similar yob and completed it with full customer satisfaction. You can find it here: https://www.freelancer.com/projects/excel-vba/Add-summary-table-counting-rows/ I you are interested we can discuss detail on chat. Best regards.
$100 USD në 7 ditë
5,0 (1 review)
2,3
2,3

Rreth klientit

Flamuri i BRAZIL
Coventry, Brazil
5,0
5
Mënyra e pagesës u verifikua
Anëtar që nga tet 1, 2008

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