Personal Accounts, Tally & Excel Support

@nNamanrRathi

Hi Please review my profile. I have completed similar projects where I created detailed Excel reports for income and expenses with proper categorisation. Three quick questions 1 Are you already using Tally or should I set it up from scratch? 2 How many income and expense transactions are recorded monthly? 3 Do you also need inventory tracking in Tally? About me I am a Chartered Accountant and CPA having 8 plus years of experience. I have worked with clients in USA and India. I specialise in income and expense categorisation through tally, including P&L, projections, charts, and dashboards. Though my presence is new here but I have served more than 300 clients till date.

@Dinfo12

Hi There With my extensive and diverse 8-year professional experience, including proficiency in Tally, Accounting, bookkeeping, and Excel, I am well-positioned to provide the top-quality support you need for your personal finance project. My commitment to accuracy, confidentiality, and timely updates aligns perfectly with what you seek. Using Tally, I will ensure a fully-configured system that encompasses all the relevant income, expense, and inventory categories before systematically updating it with every recorded expenditure or income. By exporting the data to Excel, I'll create clean workbooks that will effectively summarize your monthly cash-flow, spending patterns, and stock valuation in a format that is easily digestible. I am from Pune, IND Best Regards Ashish

@alluankit01

Hi, I can help organize and maintain your personal accounts in Tally and Excel with accurate voucher entry, inventory tracking, and clear monthly reports. I will first set up a proper chart of accounts in Tally with income, expense, inventory, cash, bank, and opening balance ledgers. Then I’ll keep your records updated with income, expenses, receipts/issues, and regular ledger checks. After that, I’ll export the data into Excel for simple cash-flow summaries, spending analysis, stock valuation, and easy dashboards. I’m comfortable with Tally, Excel, bookkeeping, voucher entry, inventory records, cash/bank ledgers, opening balances, pivot tables, basic dashboards, and financial summaries. Deliverables will include: * Tally chart of accounts setup * Opening balance entry * Income and expense voucher entry * Inventory receipt/issue tracking * Ledger cleanup and review * Excel cash-flow summary * Monthly spending report * Stock valuation view * Pivot tables/dashboard * Confidential handling of data I’ll focus on accuracy, confidentiality, and timely updates so your personal finances stay clean, organized, and easy to review. Best regards Ankit

@magarkash2

Hi As a CA with 6+ years of experience I can help you Feel free to connect me for further discussion. Thanks and Regards

@imranahmadquresh

Hi, I understand you need a Data Analyst using Excel to analyze finance data for monthly cash-flow summaries, spending patterns, and stock valuations. I offer my services for this project. I am an IBM Data Analyst certified. I have made many data analysis-based projects using Excel as follows; • Deal with duplicate or null values in data. • Statistical Analysis such as Mean, Median etc. • Merge and append multiple sheets. • Analyze data in spreadsheets by using filter, sort, look‐up functions. • Create basic visualizations such as line graphs, bar graphs, and pie charts using Excel spreadsheets. • Construct advanced charts and visualizations such as Treemaps, Sparklines, Histograms, Scatter Plots, and Filled Map Charts. • Construct pivot charts and pivot tables. • Work with Power Query for ETL and ELT to better clean and transform data. • Work with Power Pivot to build charts and tables. • Create measures using Power Pivot to perform advanced analysis. • Build interactive dashboards. • DAX measures for the metrics. I ensure to complete your project efficiently and on time.

@Mbursa090

Hi, I can help you bring your personal finances into one organised, easy-to-track system. My approach: Set up a clear, logical chart of accounts in Tally tailored to your income, expense, and inventory categories, and enter all opening balances accurately. Handle ongoing voucher entry for income, expenses, and inventory receipts/issues, keeping everything current and error-free. Build clean Excel workbooks that pull directly from Tally — with pivot tables and simple dashboards (no broken links) — so you can see monthly cash-flow summaries, spending patterns, and stock valuations at a glance. Priorities I'll keep front and center: Accuracy — every entry double-checked before it's finalized Confidentiality — your financial data handled discreetly and never shared Timely updates — I'll agree on a reporting cadence with you and stick to it, adjusting as needed I'm happy to adapt the Excel layout, scheduling, and reporting frequency to whatever works best for you as we go. Looking forward to getting your finances organised — let me know if you'd like to discuss further before we start. Best regards, Mbursa Benjamin.

@MalikSaleemAkbar

Greetings Sir, I can help organize your personal finances in Tally and create simple Excel reports that make your cash flow and spending easy to understand. I have 15+ years of accounting and bookkeeping experience with Tally, QuickBooks, Xero, Sage, and advanced Excel. 1. Tally Setup: Create a clear Chart of Accounts and enter opening balances. 2. Daily Entries: Record income, expenses, vouchers, and inventory movements accurately. 3. Reconciliation: Keep ledgers updated and check balances for errors or missing entries. 4. Excel Reports: Prepare monthly cash-flow, spending, and inventory reports. 5. Dashboards: Use PivotTables and simple dashboards with clean, working links. 6. Confidentiality: Handle your personal financial information carefully and securely. I’m detail-oriented, reliable, and can adapt the reporting schedule to your needs. You can also review my previous QuickBooks projects and portfolio here: https://www.freelancer.com/portfolio-items/11467312-quickbooks-and-easymtd-for-uk-business I’m available to start immediately and would be happy to discuss your Tally setup. Best Regards, Saleem Akbar Malik

@warrick1718

This project immediately caught my attention because it is exactly the type of work I do best. Creating a "fully configured Tally file" and ensuring "clean, professional, user-friendly" Excel workbooks aligns perfectly with my expertise. I understand the importance of accuracy, confidentiality, and timely updates in managing personal finances. While I am new to freelancer, I have tons of experience and have done other projects off site, including extensive work with Tally and Excel, focusing on integrated and automated solutions. If this sounds like what you're looking for I'd love to hear more about your project. Regards, Warrick Van Eeden

@nidhir2000

Hello, I have 8+ years of experience in accounting and CA firm work, with strong hands-on knowledge of Tally Prime, Tally ERP 9, bookkeeping, ledger reconciliation, bank reconciliation, GST, TDS, and finalization of accounts. I can accurately perform Tally data reconciliation, identify discrepancies, correct entries, and provide a clear reconciliation report. I am detail-oriented and can complete the work efficiently while maintaining confidentiality. I am available to start immediately and can dedicate the required hours to your project. Looking forward to working with you. Thank you.

@Wonitaf

Hi, my name is Wonita! ? I'm a web developer who enjoys creating clean, modern, and practical digital solutions. I believe good communication, attention to detail, and delivering quality work are just as important as technical skills. For your project on personal accounts, Tally, and Excel support, I will ensure: • A fully configured Tally file tailored for your personal finances, encompassing all necessary categories. • Ongoing voucher entries for income, expenses, and inventory management. • Well-structured Excel workbooks that seamlessly pull data from Tally, featuring pivot tables and user-friendly dashboards. I prioritize accuracy, confidentiality, and timely updates. My adaptable approach means we can refine scheduling and reporting layouts as we collaborate. You can view my portfolio [here](#), showcasing similar projects where I've streamlined financial processes. If you're ready to get started or have any questions, feel free to send me a message. Looking forward to hearing from you... and don't worry, I only debug code, not people's patience. ?

@iliyask54

Hello, I am an experienced Accountant with strong hands-on expertise in Tally Prime, bookkeeping, inventory accounting and advanced Excel reporting. I can set up a well-organized Tally system for your personal finances, including chart of accounts, opening balances, income/expense categories, cash/bank accounts and inventory ledgers. I can manage ongoing voucher entries for income, expenses, receipts, payments and inventory movements while ensuring accurate and timely records. I can also prepare clean Excel reports with monthly cash-flow summaries, spending analysis, stock valuation, pivot tables and simple dashboards. Accuracy, confidentiality and timely updates are my priorities. I am comfortable adapting the reporting format and schedule according to your requirements and can start immediately. I would be happy to build a reliable long-term working relationship. Regards, Iliyas Kadri Accountant | Tally Prime | Bookkeeping | Excel | Inventory | Financial Reporting

@harenderkumar297

Hello, I can organize your complete personal accounting system in Tally Prime and keep it accurate and up to date. I will create a proper Chart of Accounts, enter and verify opening balances, record all income, expenses and inventory movements, and maintain the ledgers systematically. I will also export the Tally data into clean Excel reports with monthly cash-flow summaries, spending analysis, stock valuation, Pivot Tables and a simple dashboard, with proper checks to avoid broken links or errors. I will maintain strict confidentiality, accuracy and timely updates, with a clear process for identifying and resolving any discrepancies. To plan the workflow: 1. Approximately how many income and expense transactions are recorded monthly? 2. Do you also need complete inventory/stock tracking? I’m ready to start and can adapt the reporting format and frequency to your requirements.

@satwikvarma

I can help you bring your personal finances into one clean and organized system. I’m a Semi-Qualified Chartered Accountant with hands-on experience in Tally, accounting, reconciliations, and Excel reporting. I can set up your Tally file with a proper Chart of Accounts, enter opening balances, and maintain income, expenses, and inventory transactions accurately. I can also create clean Excel reports with Pivot Tables and simple dashboards for monthly cash flow, spending analysis, and inventory valuation. I focus on accuracy, confidentiality, and timely updates, and I’m comfortable adapting the reporting format and schedule to your requirements. I’d be happy to help you get your finances properly organized.

@sunil3325

Hi, I can update and reconcile your books directly in Tally Prime, including bank, vendor, and customer ledger matching, voucher correction, ledger scrutiny, and final financial reporting. The best solution is to first review your current company data, bank statements, vendor ledgers, customer ledgers, pending vouchers, and mismatch areas. Then I’ll reconcile each ledger carefully inside Tally Prime, correct voucher or allocation issues where needed, and generate fresh P&L, Balance Sheet, and Cash Flow reports from the software. I’m comfortable with Tally Prime, bank reconciliation, vendor/customer ledger reconciliation, voucher correction, ledger scrutiny, financial reporting, Excel/PDF exports, GST-related checks, and accounting cleanup. Deliverables will include: * Reconciled bank ledgers * Reconciled vendor ledgers * Reconciled customer ledgers * Voucher correction where required * Ledger scrutiny review * Profit & Loss report * Balance Sheet report * Cash Flow Statement * PDF and Excel exports * Reconciliation summary with issues and resolutions I’ll focus on accuracy, clean books, proper supporting statement matching, and clear reporting so your Tally Prime data is reliable for the upcoming review. Best regards Sunil Kumar Gupta

@AKACompany2026

Hello, I can help you set up and maintain your personal accounts in Tally and Excel with a clean, accurate, and easy-to-manage system. I have hands-on experience with Tally Prime, bookkeeping, ledger management, voucher entries, bank/cash records, reconciliation, inventory, GST/TDS-related accounting work, and Excel reporting. For your project, I can handle: • Complete Tally setup with a proper Chart of Accounts • Opening balance and ledger setup • Accurate income and expense voucher entries • Inventory receipts/issues and stock tracking • Regular ledger checking and reconciliation • Excel reports for monthly cash flow and spending analysis • PivotTables and simple dashboards • Stock valuation and financial summaries • Clean and organized records with no broken links • Strict confidentiality of your personal financial information I focus on accuracy, timely updates, and maintaining accounts in a way that makes the information easy to understand and review. I am available to start immediately and would be happy to discuss your existing Tally setup, transaction volume, and preferred Excel reporting format. Looking forward to working with you. Best regards, Ashish

@camukeshsharma2

I can help you set up and maintain a structured personal finance system in **Tally**, along with clear, management-friendly reporting in **Excel**. I am a **Chartered Accountant** with experience in accounting, audit, taxation, and MIS, and I focus on accurate bookkeeping, proper classification, and confidentiality in handling financial data. ### What I can deliver: * **Tally setup** with a structured Chart of Accounts (income, expenses, assets, liabilities, inventory) * **Opening balance setup and verification** for accurate starting books * Regular **voucher entry** for all transactions * Proper **ledger classification and reconciliation** for clean records * **Excel reports** from Tally including cash flow, expense summaries, and inventory valuation * Simple **dashboards and pivot tables** for quick insights * Periodic review to identify errors or missing entries The reporting format and frequency can be customized as per your needs. My goal is to create a system that is **accurate, simple to maintain, and useful for decision-making**. I ensure **strict confidentiality and secure handling of data**, along with timely updates. I would be happy to review your existing setup and requirements to design a suitable system for you.

@sidhant423

Hi, I can set this up for you — a clean chart of accounts in Tally, opening balances entered correctly, ongoing voucher entries for income, expenses, and inventory, and Excel workbooks pulling straight from Tally with pivot tables and simple dashboards for your monthly cash-flow and spending view. Quick questions before I lock scope: — Any existing records to base opening balances on, or are we starting fresh? — How often do you want ledgers updated — daily, weekly, or as transactions come in? Once I know that, I can get the Tally file and first Excel workbook ready quickly. I'm a practicing Chartered Accountant based in Jodhpur, regularly handling GST, ITR filing, and bookkeeping for clients, and I also offer Virtual CFO services — confidentiality on personal financial data is a professional obligation for me, not just a policy line.

@ritikag236

Hi, I can help you set up and maintain your Tally Prime bookkeeping system, including chart of accounts, opening balances, income/expense entries, inventory, and Excel-based reporting. I have experience with Tally, accounting, bookkeeping and Excel, and can ensure accurate, timely entries with proper reconciliation. I’m available for ongoing support and can start immediately. Regards, Ritika

@gouthamkini

Hello, I can help you build and maintain a structured Tally + Excel system for your personal finances. I am a Chartered Accountant with 6+ years of experience across Amazon, Deloitte, startups and consulting, with hands-on experience in Tally, bookkeeping, reconciliations, Excel reporting and financial analysis. I can assist with: • Creating a practical Chart of Accounts and configuring Tally • Entering and verifying opening balances • Recording income, expenses and inventory movements • Maintaining accurate ledgers and regular reconciliations • Exporting Tally data into structured Excel reports • Monthly cash-flow and spending analysis • Inventory/stock valuation • Pivot tables and simple, user-friendly dashboards • Identifying and resolving discrepancies promptly I understand the importance of confidentiality when handling personal financial information and will maintain strict discretion throughout the engagement. I can initially complete the Tally and Excel setup within 3 days, followed by ongoing voucher entry and reporting as required. I am flexible with the reporting format and frequency. I can start immediately and would be happy to discuss your existing records and reporting requirements. Regards, CA Goutham Kini