I design custom expense tracking systems and financial dashboards that make monitoring income and expenses seamless. By combining tools like Excel, Power BI, and automation workflows, I provide solutions that save time and reduce errors. My strength lies in delivering intuitive tools that ensure financial clarity and ease of use.

Needs Assessment: Understand client requirements for expense tracking and reporting.

Template Design: Create a template or outline for tracking categories and reporting.

Data Integration: Set up connections for live data feeds or recurring expense inputs.

Automation: Use Excel formulas or Power Automate for recurring calculations and workflows.

Visualization: Develop a dashboard summarizing income, expenses, and monthly trends.

Feedback and Adjustments: Review with the client and refine as needed.

Delivery and Training: Provide the solution with instructions for updating and managing it.