Custom Excel Bookkeeping Template

via Freelancer ·

Budget / Salary₹12,500–37,500
TypeFreelance project
LocationRemote
Posted1 hour ago
I need a single Excel workbook that lets me run full bookkeeping and automatically generate an overall profit-and-loss report. Inside the file I want separate but linked areas for
• sales, expenses, and bank transactions, and
• customer invoices and supplier bills.

I will be entering some figures manually while also importing bank statements from CSV or XLS files, so the layout must accommodate both input methods without breaking formulas. Clean data-validation drop-downs, clear instructions on where to paste imported lines, and a dashboard that pulls everything together through pivot tables or structured formulas are all essential.

Please build it so I can start using it right away, but leave the structure flexible enough that monthly balance-sheet or tax summaries could be added later. Share the finished workbook, briefly document any macros or Power Query steps you use, and confirm that all sheets reconcile back to the imported bank totals.
data processing data entry accounting excel financial analysis excel macros data analysis data management
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