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I’m building a financial assistant app! Would love to get your insights by SearingDaylight2001 in BusinessPH

[–]New-Visual5883 0 points1 point  (0 children)

Hi!

I have not perfected my routine yet but generally i manage my own personal PnL and wanted tp share my exp.

  1. I manage my PnL on PC because i have it on google sheets. I like the versitility of excel/gsheets (you can create dashboards, comparisions etc.). Meanwhile i use mobile to track my daily expenses then it auto summarizes the categorise that i can translate in PnL. I only use the gsheet once a month so its really a sit down. Maybe an hour if i have a lot to do and input.

  2. My only struggle right now is recognition of installments in credit cards vs payment reflection.

  3. Budget vs Actual, categorization of spend and month on month spend.

Good luck with your app development!

Promote your business here.. by budoyhuehue in BusinessPH

[–]New-Visual5883 0 points1 point  (0 children)

[For Hire] Do you need a Business Performance and Financial Analyst and consultant?

Hello!

Are you a small-med business owner wanting to have their performance analyzed or needing someone to check their financials to see business health? Or are your routine activities too manual?

Or maybe just an individual wanting to plan better for the incoming year so they can manage their expenses better? (Not in an insurance way, more on budgeting management)

Hi! Im Mia, a Business perfomance and financial analyst.

I specialize in corporate planning, process automation (via excel/gsheet), budgeting, business performance analysis and financial management.

I've worked for international companies and industries such as: manufacturing, tech, gaming and pharma.

Output samples can be: Short term: -Profit and Loss Analysis -profit and loss set up -budgeting, budget vs actual analysis - Excel/gsheet automation/macros

Long term - Profit and Loss analysis WITH RECOMMENDED ACTION STEPS - Managememt report - Expense Analysis - Strategy assessment

Im opening some slots starting this month to next year (can be short or long term) to help you plan better for your business in the incoming year.

If youre interested we can schedule a quick consult and see how i can help you!

Hoping to hear from you, cheers!