Streamline Files & Finance Tracking

PHP, Project Management, Accounting, Excel, Finance, Financial Analysis, Microsoft Office, Financial Planning, Google Sheets · My digital life has become cluttered and I’d like a detail-minded organiser to bring order back. The immediate, top-priority task is rebuilding my Excel-based finance system so I can track expenses and income with confidence and generate quick monthly summaries. From there, the focus shifts to taming a collection of PDFs and other documents scattered across Google Drive and local folders.

Here is what I would like to walk through with you:

• Finance workbook makeover – redesign or build fresh sheets in Excel or Google Sheets that log every expense and income line, apply formulas for running balances and high-level summaries, and remain simple enough for me to maintain after we finish. • Document purge & filing – establish a clear folder hierarchy, rename legacy files, and batch-move stray PDFs/docx files into the new structure. • Inbox clean-up – set up sensible Gmail labels and filters so future messages land in the right place automatically. • Personal portfolio – compile key certificates, CV, and samples into a lightweight PDF or cloud folder I can share when needed. • Step-by-step guidance – screen-share sessions (or concise Loom videos) where you show me what you’ve