In Progress

Financial Planning - Create Dynamic Excel Spreadsheet

Job Description:

I wish to create a Microsoft Excel spreadsheet to assist with personal Financial Planning - analysing various future financial outcomes from an inputted set of scenarios.

It may be that the requirement is too much for excel and if such a small access database to achieve the same may be required.

Bidder to advise on this point.

For example, understanding the impact of different rates of return on investment, when those investments are sold, rate of current expenditure against salaries (the inputs) will have on the outcome, which is how long an investment/ pension pot lasts before it has become exhausted. The spreadsheet will need to be fully dynamic, so might need to use complicated commands to achieve this.

More information and an example of the layout will be available on request to bidders who can demonstrate suitable and sufficient excel skills.

it is also worth noting that the project might be extended on an exclusive basis with the winning bidder as new requirements are added.

The final stage of the project will be to migrate this to a website and or mobile application and although this is not part of the brief, further assistance will be required, handing over and working with web designers to achieve this.

Skills: Excel, Microsoft Access

About the Client:
( 2 reviews ) Bristol, United Kingdom

Project ID: #7212130