En cours

Personal and Business Management

And sick and tired of papers and spending hours to find something.

As the new year begins I am trying to make a fresh start at once !

I need an app, excel file, software, or basically anything to start organizing personal finances and also business finances. I am also strugling with time. So, the objective is to optimize the financial management in order to start save money and eliminate unnecessary costs. Also to have a better control of the profit/deficit.

Here's a short summary of what I need:

- All in one solution (one file, one app, one software...)

- Have 2 separate "Logins": Personal and Business

- Control bank accounts by importing trasactions from the bank's excel file;

- Insert all expenses, purschases, sales and services bills with detailed fields for example "Quantity" (for inventory) or "Serial Number" (for warranty purposes), possibility to add fields and access the documents anytime easily.

- Create reports with graphs to compare months in specific expenses, for example, electricity bill;

- Keep track of inventory

- Schedule payments and possibility to notify sometime before (using for example the field "due date" when inserting the document)

- Control the status of a document (for example: PAID, CANCELLED, AWAITING PAYMENT, etc...)

These are most important things. But if you get what I need and what my objective is you can help me finding some more to turn this tool into a user-friendly one.

I would really appreciate your help, and maybe you can change my life for good :)

Compétences : Comptabilité, Excel, Microsoft Access, Développement de logiciel, Visual Basic

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Concernant l'employeur :
( 3 commentaires ) Vila Nova de Gaia, Portugal

Nº du projet : #12659744

Décerné à:


Let me see the bank statement and other objectives which are import and upload with software. I will give you a task from your whole requirements as a sample. Hi Mr. Employer I have lot of experience in Access and I c Plus

%selectedBids___i_sum_sub_7% %project_currencyDetails_sign_sub_8% USD en 6 jours
(19 Commentaires)

9 freelance font une offre moyenne de $226 pour ce travail

%bids___i_sum_sub_35% %project_currencyDetails_sign_sub_36% USD en 3 jours
(15 Commentaires)

Hello sir I can achieve this project perfectly please contact me for more details about the project best regards

%bids___i_sum_sub_35% %project_currencyDetails_sign_sub_36% USD en 10 jours
(7 Commentaires)

Hi, Delivering the task with quality is my goal. My skills fit perfectly to the kind of task you are looking for. In fact, I had delivered tasks to my satisfied clients that is related to this job. You can contact me Plus

%bids___i_sum_sub_35% %project_currencyDetails_sign_sub_36% USD en 0 jours
(6 Commentaires)

Hello, I am interested in your offer and I am ready to cooperate. I have experience in writing macros Excel. I have experience in writing scripts or programs.

%bids___i_sum_sub_35% %project_currencyDetails_sign_sub_36% USD en 30 jours
(4 Commentaires)

Hello, This is M Rahman from Bangladesh. I am a Microsoft Solutions Associate to do such a type of job. Actually you asked something mixed content like, something from inventory, something from banking, something from Plus

%bids___i_sum_sub_35% %project_currencyDetails_sign_sub_36% USD en 7 jours
(1 Évaluation)

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%bids___i_sum_sub_32% %project_currencyDetails_sign_sub_33% USD en 1 jour
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I would love to work with and for you to complete this project in a timely manner and for a cost that is convenient to you. Please message me with details, I am available to begin today.

%bids___i_sum_sub_35% %project_currencyDetails_sign_sub_36% USD en 30 jours
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First i want to wish you a happy new year. All my family: mother, father, uncles, cousins are from Portugal, so I can place this bid wit pleasure. Second, I can offer you two options to improve your life in this year: Plus

%bids___i_sum_sub_32% %project_currencyDetails_sign_sub_33% USD en 1 jour
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