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What you get with this Offer
Depending on the package you select, your report will include some or all the following categories:
- Dashboard Page
- Finance Goals
- Income Sources
- Daily transactions
- Credit card tracker
- Saving Plan
- Budget (Annual, Monthly)
- Expense Categories
- Bill calendar
- Repayments (mortgage amortisation, credit card repayment plan/tracker (snowfall, avalanche), charts for visual representation)
- Net Worth (Asset & Liabilities)
- Tax and deductions
The excel spreadsheet will be set up so that it automatically updates according to new inputs.
Therefore, you will see an live and current reflection of you current debit and credit balance and expenses.
- By default I will show a 2 years worth of the above. So current year 2020 Jan- Dec and 2021 Jan-Dec of Income, Expenses etc.
Start today...organise your finances!
See photos to see my work (this is MY own design).
I can design to your vision, state beforehand what colours you want.
Get more with Offer Add-ons
I can offer additional support after report completion
Additional 1 working day+$7
What the Freelancer needs to start the work
I will send you an order questionnaire in which you complete. From this I will get an idea of designs requirements, income, expense, finance categories. Personal data such as your salary amount, debt total is OPTIONAL not compulsory to disclose (as you can fill these out independently). However, you can send this to me via email if you are happy for me to summarise, organise or input.