Project Overview
Developed a comprehensive Excel-based personal finance management system that automates income, expense, and savings tracking with dynamic reporting capabilities. This solution transforms manual budget management into an intuitive, data-driven process with minimal user input requirements.
The tracker serves as a complete financial dashboard, enabling users to monitor spending patterns, track savings goals, and make informed financial decisions through automated calculations and visual indicators.
Key Features
- Dynamic Income/Expense Reports: Built month-over-month comparison system with rolling-year data tracking using advanced Excel formulas.
- Category-Level Analysis: Implemented filtering mechanisms to analyze specific spending patterns across customizable expense categories.
- Cash Flow Monitoring: Created comprehensive KPI dashboard with visual goal trackers for savings targets and budget performance.
- Input Error Prevention: Designed automated data validation system to ensure data integrity and prevent common entry mistakes.
- Dynamic Drop-down Menus: Created intelligent category selection for income, bills, expenses, and savings with consistent data entry.
- Formula Automation: Eliminated manual calculations through sophisticated formula architecture.
- Interactive Charts: Developed dynamic graphs and visualizations that automatically update based on data changes.
- Conditional Formatting: Implemented visual warning systems for overspending alerts and upcoming payment reminders.
- Goal Tracking: Created progress indicators for savings targets and budget adherence.
Automated Financial Tracking
Data Management & Validation
Visual Analytics
Technologies Used
- Advanced Excel Formulas: Complex function combinations including SUMIFS, IFS, INDEX-MATCH, ADDRESS, and INDIRECT for dynamic data processing.
- Conditional Formatting: Visual indicator system for budget alerts, overspending warnings, and payment due dates.
- Data Validation: Automated input controls with custom rules and error-checking mechanisms, and dynamic drop-downs for income, bills, expenses and savings categories.
- Dynamic Charts: Interactive visualization components that respond to data changes and user selections.
- Excel Automation: Streamlined workflows through formula-driven processes and dynamic range references.
Screenshots
Budget Dashboard - Provides comprehensive financial overview with expense categorization and visual charts.
Budget Planning - Detailed monthly and yearly planning tool with multi-category tracking and forecasting capabilities.
Data Validation - Advanced data validation and specific lists for different categories to simplify data entry.
Advanced formulas and functions to insure an Automated tracking.
Data Validation - Advanced data validation and specific lists for different categories to simplify data entry.
Conditional Formatting Rules Manager - Advanced data visualization tool for highlighting important metrics.
Outcome & Impact
- Enhanced Budget Control: Users gained comprehensive visibility into spending patterns and financial habits.
- Goal Achievement: Enabled effective savings target monitoring with clear progress indicators.
- Expense Optimization: Identified high-spending categories and opportunities for cost reduction.
- Automated 90% of manual calculation processes through advanced Excel formulas.
- Developed scalable template adaptable to different income levels and expense categories.
- Created error-resistant data entry system with validation rules.
- Implemented real-time financial health indicators for immediate decision-making support.
User Benefits
Technical Results
This project demonstrates advanced Excel proficiency while showcasing the ability to create practical, user-friendly financial management solutions that drive behavioral change and improved financial outcomes.
Client Reviews
Verified feedback from my Fiverr clients
faaizasirkhoth
"Hanine was absolutely a pleasure to work with, her attention to detail and open communication made this a very enjoyable experience."
mhidouchka
"Hanine was a great listener, communication was easy and she was able to explain in detail the different options on my dashboard. I highly recommend her!"
jamtot3
"Hanine's work in creating a detailed excel sheet for me was great, showcasing exceptional professionalism and a keen eye for detail. Her proactive communication made the entire project a breeze. Highly recommend working with her."
