I’m looking for an experienced Excel template developer to create a clean, professional, out-of-the-box spreadsheet. This is a pilot project — if it goes well, the selected freelancer could be considered for additional projects to build a series of professional Excel templates (budgeting, invoicing, project management, inventory, etc.). ⸻ Project Scope • Template Purpose: Personal/household budget tracker • Core Features: • Track monthly income & expenses • Category breakdowns (e.g. housing, utilities, food, transportation, etc.) • Simple summary dashboard (charts + totals) • Annual roll-up (12 months) • One “How to Use” tab with clear instructions • Design Expectations: • Professional but minimal (easy to use for non-Excel pros) • Protected formulas (to prevent accidental edits) • Windows and Mac Excel compatible (no macros/VBA) • Deliverables: • One Excel file (.xlsx) • Editable version (unprotected) and a “ready-to-use” version (protected) ⸻ What I’m NOT Looking For • Ongoing customization for individual users • Overly complex features that would confuse beginners ⸻ Pilot Project Context This is the first of several planned projects. The right freelancer could be selected for ongoing work to develop additional Excel-based solutions. ⸻ Budget & Terms • Fixed price: 500 – 1500 (depending on experience and portfolio quality) • This is a smaller-scope test project to validate workflow and quality • Future templates will carry larger budgets ⸻ Ideal Freelancer • Proven experience creating professional Excel templates/dashboards • Strong eye for clean layout and user-friendly design • Ability to deliver bug-free, well-documented files • Bonus if you have experience designing templates with broad user appeal ⸻ How to Apply • Share 1–3 examples of Excel templates you’ve created (links, screenshots, or files) • Confirm you’re comfortable with a fixed-price pilot project ($50–$100) • Highlight any relevant experience with Excel usability and design best practices Deliverables One fully functional Excel budget spreadsheet (.xlsx) Monthly income & expense tracking sheet Category breakdowns (housing, utilities, food, transportation, etc.) Annual roll-up summary (12 months) Dashboard with charts and key totals “How to Use” instructions tab for end users Protected version (ready-to-use, with locked formulas) Unprotected version (editable, for internal adjustments) Windows and Mac Excel compatibility (no VBA/macros) Clean, professional formatting and layout