Google Sheets Finance Templates Builder

Замовник: AI | Опубліковано: 17.01.2026

I’m ready to commission a series of Google Sheets templates that plug straight into Avery—the Sheets add-on that streams live bank transaction and category data. The first batch will focus on expense-tracking workflows and must feel effortless for freelancers, small businesses, and property managers alike. Here’s the scope I have in mind: each template should automatically recognise the Avery data structure, surface a clear summary dashboard, and generate clean monthly reports without any manual tinkering. Formula logic needs to be bullet-proof, performance-friendly, and fully documented so a non-technical user can trace what’s happening under the hood. Deliverables • A polished expense-tracking template tailored for Avery feeds • Built-in summary dashboard with dynamic charts and key metrics • Automated month-to-month report generator driven entirely by the live data range • Inline documentation and a concise “Getting Started” guide embedded within the sheet If you’ve shipped similar financial templates before, especially those handling live transaction data, I’d love to see links or screenshots and hear a bit about the tools and approaches you used. This will be the first of many templates, so there’s plenty of follow-on work for the right Sheets expert.