Automated Financial Reporting in Excel

Project Description:

This Excel-based project automates financial reporting by dynamically categorizing transactions and generating a Profit & Loss Statement without the need for manual calculations. It uses built-in Excel formulas to ensure real-time updates when new transactions are added.

Key Features:

Automated Expense & Revenue Categorization – Transactions are classified automatically using Excel formulas.

Dynamic Profit & Loss Statement – Revenue, expenses, and net profit are calculated in real-time.

No Coding Required – The entire automation is done within Excel using formulas like SUMIF and conditional logic.

Scalable & Editable – Simply add new transactions, and the reports update automatically.

Use Cases:

Small Business Accounting – Track expenses and revenue efficiently.

Freelancers & Consultants – Manage income and expenses without complex accounting software.

Financial Analysis & Reporting – Automate monthly or yearly financial summaries.

This project showcases my ability to automate Excel processes, streamline financial workflows, and enhance reporting efficiency.