Project Description
I developed a customized Excel Personal Finance Tracker Dashboard that unified data from SharePoint and CSVs. The dashboard provided a clear, real-time overview of income, expenses, and net worth, with dynamic visuals and automated updates, helping the client easily track monthly trends and make informed financial decisions.
Project Description
I developed a customized Excel Personal Finance Tracker Dashboard that unified data from SharePoint and CSVs. The dashboard provided a clear, real-time overview of income, expenses, and net worth, with dynamic visuals and automated updates, helping the client easily track monthly trends and make informed financial decisions.
Project Description
I developed a customized Excel Personal Finance Tracker Dashboard that unified data from SharePoint and CSVs. The dashboard provided a clear, real-time overview of income, expenses, and net worth, with dynamic visuals and automated updates, helping the client easily track monthly trends and make informed financial decisions.
Project Description
I developed a customized Excel Personal Finance Tracker Dashboard that unified data from SharePoint and CSVs. The dashboard provided a clear, real-time overview of income, expenses, and net worth, with dynamic visuals and automated updates, helping the client easily track monthly trends and make informed financial decisions.
Client's Challenges
Manual Tracking
finances, which was time-consuming
and error-prone.
Data Consolidation
Combining data from CSVs and SharePoint was inefficient, complicating a unified view.
Lack of Data Visualization
Analyzing raw data was difficult due to the absence of visualizations, making financial tracking difficult.
Client's Challenges
Manual Tracking
finances, which was time-consuming
and error-prone.
Data Consolidation
Lack of Data Visualization
Analyzing raw data was difficult due to the absence of visualizations, making financial tracking difficult.
Client's Challenges
Manual Tracking
The client was manually tracking finances, which was time-consuming and error-prone.
Data Consolidation
Combining data from CSVs and SharePoint was inefficient, complicating a unified view.
Lack of Data Visualization
Analyzing raw data was difficult due to the absence of visualizations, making financial tracking difficult.
Client's Challenges
Manual Tracking
The client was manually tracking finances, which was time-consuming and error-prone.
Data Consolidation
Combining data from CSVs and SharePoint was inefficient, complicating a unified view.
Lack of Data Visualization
Analyzing raw data was difficult due to the absence of visualizations, making financial tracking difficult.
Solution
I delivered a custom Excel-based Personal Finance Tracker dashboard to help the client efficiently manage their finances.
Monthly Analysis
A slicer allowed easy toggling between months for quick analysis of income and expenses for better financial insights.
Data Consolidation
I combined data from SharePoint and CSVs into one unified view, simplifying the management of multiple data sources.
At-a-Glance Overview
Visuals provided instant insights into income, expenses, and net worth.
Automated Refresh
Data refreshed with a single button click for up-to-date financial information.
Solution
I delivered a custom Excel-based Personal Finance Tracker dashboard to help the client efficiently manage their finances.
Monthly Analysis
A slicer allowed easy toggling between months for quick analysis of income and expenses for better financial insights.
Data Consolidation
I combined data from SharePoint and CSVs into one unified view, simplifying the management of multiple data sources.
At-a-Glance Overview
Visuals provided instant insights into income, expenses, and net worth.
Automated Refresh
Data refreshed with a single button click for up-to-date financial information.
Solution
I delivered a custom Excel-based Personal Finance Tracker dashboard to help the client efficiently manage their finances.
Monthly Analysis
A slicer allowed easy toggling between months for quick analysis of income and expenses for better financial insights.
Data Consolidation
I combined data from SharePoint and CSVs into one unified view, simplifying the management of multiple data sources.
At-a-Glance Overview
Visuals provided instant insights into income, expenses, and net worth.
Automated Refresh
Data refreshed with a single button click for up-to-date financial information.
Solution
I delivered a custom Excel-based Personal Finance Tracker dashboard to help the client efficiently manage their finances.
Monthly Analysis
A slicer allowed easy toggling between months for quick analysis of income and expenses for better financial insights.
Data Consolidation
I combined data from SharePoint and CSVs into one unified view, simplifying the management of multiple data sources.
At-a-Glance Overview
Visuals provided instant insights into income, expenses, and net worth.
Automated Refresh
Data refreshed with a single button click for up-to-date financial information.
Results
40% Less Time on Tracking
By consolidating data from SharePoint and CSVs, the client eliminated manual processes and saved time on financial management.
Reduced Errors
Automated data refresh and consolidation minimized manual entry mistakes, improving data reliability.
Improved Forecasting
By visualizing income and expenses trends over time, the client could better predict future financial outcomes and plan accordingly.
Results
40% Less Time on Tracking
By consolidating data from SharePoint and CSVs, the client eliminated manual processes and saved time on financial management.
Reduced Errors
Automated data refresh and consolidation minimized manual entry mistakes, improving data reliability.
Improved Forecasting
By visualizing income and expenses trends over time, the client could better predict future financial outcomes and plan accordingly.
Results
40% Less Time on Tracking
By consolidating data from SharePoint and CSVs, the client eliminated manual processes and saved time on financial management.
Reduced Errors
Automated data refresh and consolidation minimized manual entry mistakes, improving data reliability.
Improved Forecasting
By visualizing income and expenses trends over time, the client could better predict future financial outcomes and plan accordingly.
Results
40% Less Time on Tracking
By consolidating data from SharePoint and CSVs, the client eliminated manual processes and saved time on financial management.
Reduced Errors
Automated data refresh and consolidation minimized manual entry mistakes, improving data reliability.
Improved Forecasting
By visualizing income and expenses trends over time, the client could better predict future financial outcomes and plan accordingly.
120+ Satisfied Clients
35-50%
Business process
effiency improved
2x - 4x
Growth Delivered
100% Job
Satisfaction Score
120+ Satisfied Clients
35-50%
Business process
effiency improved
Why Choose me?
2x - 4x
Growth Delivered
100% Job
Satisfaction Score
120+ Satisfied Clients
35-50%
Business process
effiency improved
2x - 4x
Growth Delivered
100% Job
Satisfaction Score
Why Choose me?
120+ Satisfied Clients
35-50%
Business process
effiency improved
2x - 4x
Growth Delivered