Recurring Charges - Upcoming Transactions
Краткое
Freelancer Client is hiring: Recurring Charges - Upcoming Transactions.
Location: Remote
I have an Excel workbook that tracks recurring charges. All raw entries live on the “data” sheet; the “Upcoming transactions” sheet is meant to show what’s on the horizon. Right now I type a reference date manually into one cell on that second sheet, and I’d like everything below it to update automatically.
What you'll do:
• In the "data" sheet. Add an automated column "Next Payment Date" - based on the frequency selected it should auto-enter the next payment date. For example, if the date of transaction is 03/12/2026 it should enter next payment date as 04/12/2026. It'll be a one time thing so it doesn't need to generate every month's payment date like 04/12/2026, 05/12/2026 etc. Because when the next charge goes through bank I will enter that one into "data" sheet which will then create next month's expected charge date.
Skills: PHP, Data Processing, Data Entry, Excel, Excel VBA, Excel Macros, Data Visualization, Data Analysis
Budget: $30–$250 USD
Source: Freelancer Client via Remote / Online. Apply on the source website.
Оригинал
I have an Excel workbook that tracks recurring charges. All raw entries live on the “data” sheet; the “Upcoming transactions” sheet is meant to show what’s on the horizon. Right now I type a reference date manually into one cell on that second sheet, and I’d like everything below it to update automatically.
Here’s what the improved sheet must do:
• In the "data" sheet. Add an automated column "Next Payment Date" - based on the frequency selected it should auto-enter the next payment date. For example, if the date of transaction is 03/12/2026 it should enter next payment date as 04/12/2026. It'll be a one time thing so it doesn't need to generate every month's payment date like 04/12/2026, 05/12/2026 etc. Because when the next charge goes through bank I will enter that one into "data" sheet which will then create next month's expected charge date.
• Read the date I type in “Upcoming transactions”, pull every charge from the “data” sheet "next" payment date" that falls within the next 30 days, and list them immediately—no refresh button, no extra clicks.
• Apply a yellow conditional-format highlight to any of those charges occurring in the next 7 days of the date I type in "upcoming transactions". Everything else inside the 30-day window should remain un-highlighted but showup.
• Re-calculate and re-apply the highlight the moment I change that top-cell date.
• This file will be in SharePoint
• Do not disclose any information on the file
I’m fine if you solve this with dynamic array formulas, Power Query, VBA, or any mix; I just need it to be reliable and easy to maintain. When the work is done I should be able to drop a new transaction into “data”, type any date I want in “Upcoming transactions”, and immediately see an accurate, color-coded preview of the next month’s charges.
Deliverable: the updated workbook with clean, commented formulas or code so I can tweak it in the future if needed.
Deadline - By Midnight 05/20/2026 PST
Локация & Details
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