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