In Progress

Excel Financial Planning

I want some help in putting together a basic Personal investment/financial plan in a spreadsheet. I have about 80% of the job already done but I'm unable to complete it.

The contractor should should be proficient in excel functions and conditional formulaes .

This worksheet will create a personal financial plan dealing with investments (interest, dividends capital gains), taxes, deposits and withdrawals.

I will provide all the investment and tax information and withdrawal pattern.

The template should be free of VBA and or Macros. It should be simple excel sheet.

Skills: Excel

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About the Employer:
( 2 reviews ) Toronto, Canada

Project ID: #4450534

Awarded to:

Hambone79

I have over 5 years of Excel experience and will have no problem completing this project for you ASAP. I will do this project for free because I am trying to get myself established here.

$8 CAD / hour
(0 Reviews)
0.0

10 freelancers are bidding on average $12/hour for this job

ethicalboy

I like to do this.

$8 CAD / hour
(22 Reviews)
4.4
dimkastoras

Dear Sir, I am an Excel expert and I also have a master degree in project management, so some economic terms are familiar to me... I have already done many worksheets like the one you are asking for, free of macros. P More

$13 CAD / hour
(6 Reviews)
3.2
michaeldimitras

I am very experienced with excel functions / conditional formatting. If you have all of the raw data, this should be easy.

$11 CAD / hour
(0 Reviews)
0.0
virtualworker7

This is my line of work. Please check your PMB.

$9 CAD / hour
(0 Reviews)
0.0
omyfarooqi

Greetings, I am a qualified accounting and finance professional with over 2 years of experience. I have good command over MS Excel. Samples of other Excel work can be provided if required. Kindly check PM for details.

$13 CAD / hour
(0 Reviews)
0.0
mukrvw

Hello, I have read and understood your project description. I have enough Excel expertise which i normally use in my full-time job. I therefore, guarantee quality work. Kindly award me this project. Best Regards More

$11 CAD / hour
(0 Reviews)
0.0
vk2tds

I work with excel extensively.

$24 CAD / hour
(0 Reviews)
0.0
WorkingSmart115

I have made a planning sheet like this for myself and will work hard to deliver exactly what you have in mind. I work with Excel every day as part of my full-time job. I look forward to doing business with you.

$11 CAD / hour
(0 Reviews)
1.0
Raaz12

I have good command on all computer related skills. I have very good command on Microsoft office with Excel

$12 CAD / hour
(0 Reviews)
0.0