Finance management software

@emanz03

The key here is building the workbook around a proper transaction table and chart of accounts, not separate statements that need manual fixing later. I’d structure it so raw transactions flow into schedules, trial balance, Income Statement, Balance Sheet, Cash Flow and Equity Statement, with checks that flag out-of-balance entries, duplicate dates/refs, missing accounts and out-of-period postings. For the dashboard I’d keep the inputs clean and the outputs presentation-ready: dynamic charts, trend views, validation alerts, and formulas that can be audited instead of hidden hard-coded numbers. I’d avoid heavy VBA unless it’s really needed, since formula/table-driven models usually run better across both Windows and Mac Excel.

@ashinnd84

Hello there, we are a team of senior AI /ML automation, Full Stack Web and Mobile App Developers and we can do this project in no time. Thanks Ashish Kumar.

@CauaAlves

Hello! I build finance workbooks and dashboards with transparent formulas, linked statements, and validation that keep numbers audit-ready. Understanding your needs: an Excel solution that opens on a clean dashboard for raw transactions (type or paste), then instantly updates a linked Balance Sheet, Income Statement, Cash-Flow Statement, and Statement of Changes in Equity—with automatic roll-forwards, dynamic charts, and data validation against bad dates, duplicates, and out-of-period posts. Everything must stay in balance on your test entries, with no hard-coded values, and run on current Excel for Windows and macOS. My plan: 1) Map your chart of accounts and statement links (BS / P&L / CF / Equity). 2) Build a Transactions sheet with validation rules and controlled lists. 3) Wire schedules so ending balances roll forward and statements stay balanced. 4) Dashboard + presentation charts that refresh with each update. 5) Test pack on your sample entries; fix any imbalance; hand over clean .xlsx + short how-to. Deliverables: - Fully linked Excel workbook (formulas only, no macros required unless you prefer VBA for paste helpers) - Dashboard with dynamic charts - Validation rules + audit-friendly structure - Brief user guide If you can share a sample of your transaction layout (or account list), I can match it exactly. Ready when you are. — Cauã | https://www.freelancer.com/u/CauaAlves

@mayankinnovative

As an experienced developer, my primary focus is on creating clean, efficient and maintainable solutions to complex problems. Your Finance Management Software project aligns beautifully with what I've been doing proficiently for over two decades. You can expect a fully automated, Excel-based solution that will give you the power to manage your financial statements just the way you want, in an error-free environment. With my expertise in PHP-based development and third-party API integrations, I assure you that the workbook I create for you will meet every single one of your criteria. From the moment you open it, you'll be greeted by a clean, user-friendly dashboard where you can effortlessly enter your transaction data or even paste it in. Moreover, all your schedules, ending balances will be updated automatically, ensuring transparency as well as convenience at every step. Lastly, what sets me apart from others is my dedication to delivering reliable results and building long-term relationships with my clients. In addition to completing your project successfully within determined deadlines, I'll also make sure that it continues running smoothly in the current desktop versions of Excel for Windows and macOS. Let's connect and turn your vision into functional reality!

@alluankit01

Hi, I can build a complete Excel-based finance management system that converts raw transaction data into fully linked Balance Sheet, Income Statement, Cash-Flow Statement, and Statement of Changes in Equity. The best solution is to create a structured transaction-entry table, chart-of-accounts mapping, supporting schedules, and transparent formulas that automatically update every statement. I’ll also add validation controls for duplicate entries, incorrect dates, missing account mappings, out-of-period postings, and unbalanced transactions. I’m comfortable with accounting, Excel financial modelling, Power Query, dynamic formulas, pivot tables, dashboards, VBA automation, cash-flow reconciliation, and audit-friendly reporting. Deliverables will include: * Automated four-statement financial model * Transaction input and account mapping * Linked supporting schedules * Balance and reconciliation checks * Dynamic charts and management dashboard * Duplicate and posting-error alerts * Transparent formulas with no hard-coded values * Protected calculation sheets * Windows and macOS compatibility * Setup and usage documentation I’ll focus on accuracy, clean presentation, and a maintainable system where every statement remains balanced and updates instantly when new transactions are entered. Best regards Ankit

@antonk52

Re: Finance management software My initial assessment for building an Excel-based financial management tool suggests a stack using Excel Power Query for data handling and VBA macros for automation and dashboard control. I have direct experience implementing automated financial reporting. For instance, on a past project, I successfully developed a comprehensive budget tracking workbook for a small business. This tool automated the generation of cash-flow statements and variance reports from raw transaction data and included robust data validation to prevent entry errors, mirroring your requirements. I propose the following key steps: 1. Design the workbook architecture with dedicated tabs for data input, calculations, the four core financial statements, and a summary dashboard. 2. Build the interconnected statement logic with transparent formulas and implement VBA to automate calculations and dynamic chart updates upon new data entry. Happy to elaborate on my approach. Regards, Anton K.

@shravanshetty17

Hi, I can build a professional Excel-based finance management system with automated Balance Sheet, Income Statement, Cash Flow, and Equity reports. I have an experienced team specializing in Excel automation and financial dashboards, ensuring accurate calculations, dynamic reports, and an easy-to-use solution. Ready to start immediately and deliver a high-quality workbook. Looking forward to working with you!

@priyankac692

Hi, I can build a clean, fully linked Excel financial reporting system where your raw transaction data automatically flows into the Balance Sheet, Income Statement, Cash Flow Statement, and Statement of Changes in Equity. I am a Practicing Chartered Accountant with 7+ years of experience in financial reporting, audits, and Excel-based financial analysis. My accounting background helps me ensure that the workbook is not only automated but also logically linked, balanced, and audit-friendly. The model will include transparent formulas, automated roll-forwards, data validation and error checks, duplicate controls, and dynamic management charts without hard-coded figures. A couple of quick questions: Do you already have a Chart of Accounts and sample financial statement format? Also, approximately how many transactions are processed monthly? Once I understand the data structure, I can suggest the workbook flow and turnaround time. Looking forward to working with you.