Excel Financial Planning

$8-15 CAD / hour

In Progress

Posted

about 11 years ago

$8-15 CAD / hour

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.

Excel

Project ID: 4450534

About the project

9 proposals

Remote project

Active 11 yrs ago

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

@ethicalboy

I like to do this.

$8 CAD in 4 days

4.9

(60 reviews)

5.2

@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. Please, see your inbox for more. Kind regards, Dimitris M.

$13 CAD in 40 days

5.0

(7 reviews)

3.4

@michaeldimitras

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

$11 CAD in 4 days

0.0

(0 reviews)

0.0

@virtualworker7

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

$9 CAD in 4 days

0.0

(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 in 15 days

0.0

(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, Anne Mukure

$11 CAD in 4 days

0.0

(0 reviews)

0.0

@vk2tds

I work with excel extensively.

$24 CAD in 10 days

0.0

(0 reviews)

0.0

@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 in 4 days