Gold Loan Excel Manager

₹600-1500 INR

Open

Posted 7 days ago

•

Ends in 9 hours

₹600-1500 INR

Paid on delivery

I need a single Excel workbook that lets me run my gold-backed lending operation without jumping between files. Within the sheet I must be able to enter principal, tenure and rate, have simple interest calculated automatically, record every repayment as it arrives, and watch the outstanding balance update in real time. Each loan record should also carry fields for item description, weight, purity and current market value so I can see at a glance whether the pledged gold still covers the balance. To keep day-to-day work smooth, the workbook has to open on a clean dashboard and include three ready-to-use templates—one tab for new loan applications, one for the full repayment schedule generated from the inputs, and one consolidated collateral list that tracks every item across all active loans. Key deliverables • Automated simple-interest calculator tied to repayment tracking • Dynamic repayment schedule that recalculates after each entry • Collateral tracker with live LTV indicator • Built-in templates: Loan Application, Repayment Schedule, Collateral List • Clear, protected formatting so team members can’t accidentally overwrite formulas I’m working exclusively in Microsoft 365, so please build and test in that environment and keep external macros to a minimum—native formulas and tables are strongly preferred. Once complete, a short Loom or PDF walkthrough showing how to add a new loan, post a payment and review collateral will serve as final acceptance documentation.

Project ID: 40473166

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Active 6 days ago

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7 freelancers are bidding on average ₹2,879 INR for this job

@nareshk44

Hello, I am excited to propose an Excel-based solution specifically designed to streamline your gold-backed lending operations. This workbook will consolidate essential functions into a single, efficient system, optimized for Microsoft 365. **Key Features:** - **Automated Simple-Interest Calculator:** Ensures precise interest calculations automatically. - **Dynamic Repayment Schedule:** Updates in real-time to reflect payments and balances. - **Collateral Tracker:** Manages details of pledged gold including description, weight, purity, and market value with a live Loan-to-Value (LTV) ratio. - **Pre-configured Templates:** Custom tabs for loan applications, repayment management, and collateral tracking. - **Intuitive Dashboard:** Provides a user-friendly interface to facilitate daily operations. - **Secure Data Handling:** Protects critical data from accidental modification. **Approach:** - Utilize advanced Excel functions to create a robust, user-friendly system without relying on external macros. - Integrate all functionalities to ensure seamless operation within your existing Microsoft 365 environment. - Conduct thorough testing to guarantee performance and reliability. Thank you for considering this proposal. I look forward to the opportunity to develop a tailored, effective tool for your business needs. Best regards, Naresh K.

₹5,050 INR in 1 day

5.0

(22 reviews)

5.4

@dwashil3000

I have done a similar project a week ago. I am sure you will give me more projects after this. I am interested to do this project too and ready to complete this within the timeline. Kindly check my profile to see all rating and reviews given by clients. Hoping to hear from you soon. Payment after completion.

₹1,050 INR in 1 day

5.0

(20 reviews)

5.2

@ShivaniGoyalsai

Hi, I can build a clean Excel-based gold loan management workbook that handles lending, repayments, collateral tracking, and reporting in one place. The workbook will include: • Dashboard with active loans, balances, overdue payments, and LTV overview • Loan Application template for entering principal, tenure, rate, and customer/gold details • Automatic simple-interest calculation • Dynamic repayment schedule that updates after each payment • Collateral tracker with item description, weight, purity, market value, and live LTV indicator • Protected formulas and structured tables to prevent accidental edits I’ll keep the solution primarily formula-driven using native Excel tables and functions so it remains stable, fast, and easy to maintain in Microsoft 365 without relying heavily on macros. The workflow will allow staff to: • Add new loans • Record repayments • Monitor outstanding balances • Track collateral coverage in real time • Review repayment schedules easily Deliverables: • Fully editable Excel workbook • Dashboard + templates • Protected formatting • Short walkthrough PDF/video for usage and maintenance I’ve worked on similar Excel systems involving financial tracking, repayment calculations, dashboards, and operational reporting, so I understand the importance of accuracy, usability, and day-to-day practicality.

₹5,000 INR in 7 days

4.8

(52 reviews)

4.7

@Sahyadri96

Readymade gold loan project @SahyadriTech #SahyadriTech Completed Projects: 1. Hotel Booking Management & Tracking System (Excel + VBA Script) 2. Appsheet: ERP system for textile business 3. MNGL Gas Incident Tracker & Dashboard (Google Sheets + Google Data Studio) 4. Daily Expenses Tracker (Google Sheets) 5. Option Scalping Strategy Automation (Excel VBA) 6. Nifty50 Live Option Chain Dashboard (Google Sheets) 7. Binary Trading Sheet (Google Sheets) 8. Customer Data Cleaning & Sorting Tool (Excel VBA & Python) 9. Historical Stock Closing Price Analysis for 2,600 Stocks (Excel & Python) 10. Power Bi dashboard for F1 Car racing insights 11. GOLD Loan tracking in Google sheet and Google Data studio 12. Local Taxi Tracking System (Google Sheets + Google Data Studio) 13. Appsheet Milk Drivers wages and attendance system (Appsheet + Google sheet ) Key Highlights: 1. Pay only if satisfied with the work 2. Expert in Power BI, Excel, VBA Macros, Google Sheets, Google Apps Script, and Python 3. Experience in 3 American MNCs 4. Skilled in Data Analytics, Automation, and Visualization 5. Proficient in Statistical Analysis 6. Offer Long-Term Support for all projects 7. Quick Delivery with multiple revisions I can deliver any project related to Data Analytics, Automation, and Reporting with precision and reliability.

₹5,000 INR in 7 days

5.0

(6 reviews)

3.0

@devhasan14

Hi, I can build a clean and user-friendly Excel workbook for your gold-backed lending operation in Microsoft 365. The workbook will include automated simple-interest calculations, dynamic repayment tracking, live outstanding balance updates, and an organized collateral tracker with LTV monitoring. I’ll create a professional dashboard along with the required templates for Loan Applications, Repayment Schedules, and Collateral Lists, while protecting formulas to avoid accidental edits. I’ll also provide a short PDF/Loom walkthrough explaining how to use everything smoothly. I focus on accuracy, clarity, and easy day-to-day usability, and I can start right away. Best regards, Hasan

₹1,050 INR in 2 days

0.0

(0 reviews)

0.0

@muhammaddanishn

Hi I read your requirements for a unified M365 Excel system to manage your gold lending. I understand you need real-time repayment tracking and dynamic LTV ratios without relying on fragile macros. Here is my approach: Automated Engine: Use native M365 functions to build a simple-interest calculator and dynamic repayment schedules that update instantly with new entries. Live Collateral Tracker: Create a consolidated list with conditional formatting to automatically flag loans nearing maximum LTV thresholds based on current gold values. Team-Proof Worksheets: Apply strict cell protection and data validation to the Dashboard and templates to ensure backend formulas are never accidentally overwritten. Deliverable: Provide the fully tested workbook alongside a step-by-step Loom walkthrough for your team. I have extensive experience building robust, macro-free financial trackers specifically in Microsoft 365, ensuring they are both scalable and user-friendly. For the main dashboard, what specific summary KPIs do you want front-and-center (e.g., total capital deployed, total vault gold weight, or LTV alerts)? I am available to start immediately. Let’s open a chat to discuss the details. Best regards, Danish

₹1,500 INR in 5 days