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Google Sheets Specialist for Budget Management System – Nonprofit Organization

Published on the June 23, 2025 in Finance & Management

About this project

Open

We are looking for an experienced Google Sheets specialist to design and implement a comprehensive budget management and tracking system for our nonprofit organization. We already have an approved budget with fixed codes and labels that must remain unchanged. The goal is to create an automated, visual, and user-friendly system that allows us to:

Track income and expenses in real time.
Visualize variances between approved and actual figures.
Easily import and match banking transactions.
Include budget amendments and scenario planning (best/worst case).
Add a dedicated section for our Student Branch activities.

Project overview

Specific Requirements 1. Expected Deliverables: Complete Budget Sheet One tab with the approved budget (unaltered codes). A second tab that integrates monthly tracking of income and expenses. Charts and graphs similar to the examples provided. Expense & Income Tracking Automatic calculation of budget vs. Actual variances. Editable column for forecasting future income/expenses. Clear visual indicators of budget performance. Student Branch Section Separate categories for five Student Branch expense and revenue items (no codes required). Enhanced Profit Summary Quarterly performance (Q1–Q4) comparison between the main section and the Student Branch. Automated summaries and variance comparisons. 2. Technical Requirements Google Sheets (Excel-compatible if needed) Advanced formulas, pivot tables, and data validation Charts and dashboards for clear visualization Mobile accessibility and ease of use for non-technical staff 3. Attachments We’ve included an example file with two sheets: One sheet represents our current budget structure (base file with account codes). The other sheet shows the desired level of automation and visualization (charts, tracking, profit summary). These files provide a clear reference of our current state and the expected outcome. 4. Timeline Start: Immediately Delivery: Within 5 business days 5. We value Experience building nonprofit budgeting systems Google Sheets expertise (including automation and dashboards) Ability to maintain financial code integrity Clear communication and timely delivery Important Notes Budget data is confidential. Nonprofit sector experience is preferred. Possibility of future support for updates.

Category Finance & Management
Subcategory Accounting
What do you need? For a startup
Is this a project or a position? Project
Required availability As needed

Delivery term: June 30, 2025

Skills needed

Microsoft Excel Accounting Financial Analysis

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