I need an excel /Microsoft access programme made
- or -
Post a project like this£150(approx. $188)
- Posted:
- Proposals: 23
- Remote
- #3432976
- OPPORTUNITY
- Expired
Excel | Google Sheets | Google Apps Script Automation | VBA Macro | Dashboard | Data Analysis
Karachi
536505066138836582054655149165087376486406645253263847676217611620866458801525703748
Description
Experience Level: Entry
Hi
I am looking for someone who is able to setup an excel/access database calculation tool for me to work out capital gains for tax purposes
So the small application will need to do the following
-we can create client name
- we upload a portfolio of their stocks purchase and sales during the period
-the capital gain or loss per equity item will need to be calculated in accordance with the rules (which I will provide).
I can then run reports for the capital gain made
If I need to edit or delete the original data I should be able to.
I should be able to hit a macro to export the report out
I should be able to see which equity the client currently holds
Hopefully it should be quite easy for someone who is a whiz on access and excel that can create this.
I will upload all the project notes before we start the work
I am looking for someone who is able to setup an excel/access database calculation tool for me to work out capital gains for tax purposes
So the small application will need to do the following
-we can create client name
- we upload a portfolio of their stocks purchase and sales during the period
-the capital gain or loss per equity item will need to be calculated in accordance with the rules (which I will provide).
I can then run reports for the capital gain made
If I need to edit or delete the original data I should be able to.
I should be able to hit a macro to export the report out
I should be able to see which equity the client currently holds
Hopefully it should be quite easy for someone who is a whiz on access and excel that can create this.
I will upload all the project notes before we start the work
Accounting Services U.
100% (18)Projects Completed
18
Freelancers worked with
17
Projects awarded
23%
Last project
26 Apr 2017
United Arab Emirates
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Would you be open to an alternative solution to this as Excel is not the right tool for Data Handling and Processing in the manner you describe?
Kind regards,
Carl.Accounting Services U.29 Oct 2021Open to ideas what alternative do you suggest?
Carl W.30 Oct 2021Hi there thanks for getting back.
I am so sorry for some reason I didn't register you had also added MS Access as an option.
I assume at this stage this is a single user/one PC user application?
Kind regards,
Carl.
1002584
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