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Improvements in an Excel file for financial controls

I have an excel file containing basically expenses and incomes and need this data to be consolidated (e.g. summed up; divided) in other tabs in particular ways.

For instance:

a1) if the "Paid by" cell is equal to the "Expense of" cell, account the value in the right category (e.g. Supermarket) of the payer's consolidation tab.

a2) if the "Paid by" cell is different from the "Expense of" cell, consult tab "Sharing of expenses" to see how that particular expense is shared. For instance, the tab "Sharing of expenses" indicates that "Supermarket" expenses should be distributed at the 60-20-20 proportion. So if I register that I expend USD100 in this category, a formula should distribute this value among 3 people: 60 should go to a balance sheet of person A, 20 should go to a balance sheet of person B, and 20 should go to a balance sheet of person C.

b) if a payment is done with a particular credit card, a formula should check the date of the expense and "decide" whether to allocate the expense in the current month or in the next month.

There are other similar rules that must be implemented. Please, estimate your bid based based on the 3 items above only. Values for additional developments can be arranged afterwards.

One challenge is to keep the file not too heavy and slow.

The project will certainly need some "back and forth" between me and the selected provider until we reach the desired results.

Beceriler: Excel, Visual Basic

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İşveren Hakkında:
( 4 değerlendirme ) Coventry, Brazil

Proje NO: #21410393

Bu iş için 38 freelancer ortalamada $113 teklif veriyor

jaylancer43

Hello Sir, I am a full time freelancer and can work dedicated on this till completion. My name is Jay and I'm an Expert Excel and VBA programmer on freelancer.com and have been featured by the freelancer community (g Daha Fazla

$222 USD in 3 gün içinde
(722 Değerlendirme)
8.5
schoudhary1553

Hello, I have gone through your job posting and become very much interested to work with you. I am an expert in this field. I have already completed several projects like this. For evidence you can see my profile. Pl Daha Fazla

$220 USD in 4 gün içinde
(319 Değerlendirme)
7.9
KulfiSoftwares

Excel expert!! I have read the project details thoroughly, and believe to be a perfect fit, for the project.. I will provide unlimited revisions, until we reach the desired results. ZERO ERROR GUARANTEED!! Please read Daha Fazla

1 gün içinde %bids___i_sum_sub_32%%project_currencyDetails_sign_sub_33% USD
(280 Değerlendirme)
7.5
zekovicm

Hi there,I am Excel expert from Bosnia & Herzegovina,Europe. I have carefully gone through with your requirements and I would like to help you with this project ! I can start immediately and finish it within the agree Daha Fazla

$165 USD in 3 gün içinde
(108 Değerlendirme)
7.2
P0L

Hello, I’m an Excel expert and I would like to help you with your project. Please check my profile and contact me to discuss further details. Regards.

$100 USD in 2 gün içinde
(308 Değerlendirme)
7.3
elqueabandona

Hello, my name is Cristian, i am Excel/VBA expert. I am in the top 5 of freelancers in this area and i have more than 240 projects successfully completed here. i work alone, i do not have a team or outsource the proje Daha Fazla

$100 USD in 2 gün içinde
(229 Değerlendirme)
6.9
polarjin2017

Hello? How are you? I am excited to work with you on this project. This is what i have done in Excel/Word/PPT/Access/VBA/MACRO. Just Creating forms, query, Macro, custom formula, etc... [login to view URL] Daha Fazla

$155 USD in 3 gün içinde
(92 Değerlendirme)
6.7
satishtl

- Have good expertise in Excel automation using macros. - Can get the "Paid by" value in the right category based on "Expense of" - Have the % distributed according to set proportion - Based on the transaction date in Daha Fazla

$140 USD in 5 gün içinde
(50 Değerlendirme)
6.0
razvancotofana

Hello, I have built several similar personal budget tools to what you are looking for, and I would like to help you if I can. Please send me a message so that we can discuss in details your requirements. Looking forwar Daha Fazla

$119 USD in 10 gün içinde
(16 Değerlendirme)
5.3
StormLion227

Hello. My name is Marko and I am an Engineering Graduate with an MBA degree. I am a full time freelancer and I will work hard on this till completion. An Expert VBA programmer on freelancer.com and I do not bid on Daha Fazla

$90 USD in 0 gün içinde
(28 Değerlendirme)
5.2
vsprybhanu

Hi, My name is Virendra. I am experienced Data Analyst and Macro Developer. I have read your instructions carefully. I have excellent knowledge and experience of creating User Form, Command Button, Drop Down, Radi Daha Fazla

$120 USD in 3 gün içinde
(77 Değerlendirme)
5.6
AkilaArun

Hi, I am interested in working on the task. I have experience working with excel formulas,excel VBA, Data Analysis(Statistically and Graphically) and in creating dashboards. Would like to discuss more about the task. P Daha Fazla

$120 USD in 4 gün içinde
(40 Değerlendirme)
5.0
sonarkaushik

Sir,      I am well versed in these kind of jobs and can do your project as per requirement. **I am ready to start Waiting to hear from you. Regards

$98 USD in 3 gün içinde
(45 Değerlendirme)
5.6
ironstar20311

Hello, sir! I am happy to put my bid on your project. I have a full of experience with data processing using Excel formula and VBA. Everyone calls me "PRINCESS of Excel". (. ❛ ᴗ ❛.) Here are projects I have done recent Daha Fazla

1 gün içinde %bids___i_sum_sub_32%%project_currencyDetails_sign_sub_33% USD
(24 Değerlendirme)
4.7
alembaptista

Hello. My name is Alejandra Baptista I am an accountant, administrator and financial graduated. I am very fast typing and good in redaction or transcription. I have a lot experience with Excel, Power Point, Word, SPSS Daha Fazla

1 gün içinde %bids___i_sum_sub_32%%project_currencyDetails_sign_sub_33% USD
(11 Değerlendirme)
4.6
paulodayto08

Hi Good Day! A serious freelancer here. I can help you to complete this project. Can you share to me your file? I can make it automated using Excel Formulas and VBA Macro. Please consider my bid. I've done a lot of Daha Fazla

$50 USD in 2 gün içinde
(32 Değerlendirme)
4.4
writingapp

Hi. I can write macro for 3 items above $60 in 2 days. Great app writer for your projects. I have writen scraping, excel, googlesheet, csv, database app, macro, vba for many years. I am ready to write your project. Tha Daha Fazla

$60 USD in 2 gün içinde
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4.3
Itblast

Providing Cost effective solution. Excel Group Member (Top 20%). Access Group Member (Top 30%). Proficient in Google Sheet 12 Years of experience working on Excel, Access, Word & Power Point. Excel: Worked on Exc Daha Fazla

$155 USD in 3 gün içinde
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3.9
IgeS

Hi, You need logical formula and best if done through VBA instead of nested formula in excel. I hope that you can discuss me more about this project.

$150 USD in 4 gün içinde
(2 Değerlendirme)
3.6
indrapandu

Hi, I've read your description. Those tasks can be done using VBA, and won't be difficult to achieve. I can share you a sample of how it works, if you are satisfied with it, we can go to the next step. Let's have a cha Daha Fazla

1 gün içinde %bids___i_sum_sub_32%%project_currencyDetails_sign_sub_33% USD
(13 Değerlendirme)
3.6