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Build complex formula for existing workbook

$30-250 USD

完了済み
投稿日: 5年以上前

$30-250 USD

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My name is Pilar, I am working on building an excel for tax calculation purposes and I am running into some trouble with a formula that I cannot build-in on my own. The excel is basically an annual gain/loss stock portfolio statement that takes the dollar amount of the purchase and sale proceeds and converting it into the official Mexican peso rate on those respective dates. The part that I am having trouble with is that the Mexican IRS requires that the cost of acquisition be adjusted by inflation so it yields the "Actualized Acquisition Cost” and that is the one that I must use to determine the gain or loss from the sale. The “Actualized Acquisition Cost” is calculated by taking the cost of acquisition of the stock plus the inflation for the period the stock was held. The inflation is equal to the sum of all the monthly inflations from the purchase date up to the month prior to the sale of the stock. Actualized Acquisition Cost = (Total inflation + 1) * Aquisition Cost The formula requires: For each individual stock acquisition, the sum of the inflations of each month from the purchase date up to the month prior to the sale date. The inflations would have to be looked-up and summed from a monthly inflation table. Depending on the purchase stock dates, the inflation summation will: 1) start in different months and, 2) sum different periods.
プロジェクト ID: 17800645

プロジェクトについて

31個の提案
リモートプロジェクト
アクティブ 6年前

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ユーザーアバター
I can write the necessary formulas in Excel. I have excellent command on MS Excel formulas. I have completed complex projects in Excel before . For instance - Built a delivery schedule for pick-up and drop of raw-material under given constraints optimizing the utilization of available resources - Get match details, odds and stats of tennis matches and place bet automatically on betfair (API), pinnacle (API) and tennisinsight (scraping) websites - Buy and sell bitcoins on Coinfloor and GDAX using respective APIs - Built a POS and inventory management system - Built a hotel price comparison that pulls data using the website's API You can see the reviews of the same in my profile Thanks, Archana
$60 USD 1日以内
4.8 (92 レビュー)
6.0
6.0
この仕事に31人のフリーランサーが、平均$102 USDで入札しています
ユーザーアバター
I am an ACCA (UK) professional , APA and Mcom finance. After carefully reading your project description, I think that I am the perfect candidate! With over 10 years of experience. I can guarantee getting the job right the first time. Feel free to view my 100% positive reviews before you hire me and rest assured that you will receive top-quality work at an affordable cost. Kind regards, Javed
$111 USD 3日以内
4.9 (582 レビュー)
7.9
7.9
ユーザーアバター
Hello, i have read your project details and i can help you with 100% quality and your satisfaction. I have delivered more than 400 project with client satisfaction. Please see my profile . I have more than 5 years of experience in Accounting, Data Processing, Excel, Finance, Visual Basic. Please ping me for discussion. Thanks.
$250 USD 3日以内
4.9 (334 レビュー)
7.9
7.9
ユーザーアバター
Hello Pilar, I’m an Excel expert and I would like to help you with your formula. Please send me a message so that we can discuss more.
$100 USD 3日以内
4.9 (316 レビュー)
7.3
7.3
ユーザーアバター
Greetings! I am a Specialist in Excel and am keen to help you here. Look forward to hear from you. Thanks, RRC
$250 USD 7日以内
4.8 (106 レビュー)
7.0
7.0
ユーザーアバター
Hi, I have more than 14 years of Excel/VBA exp. Let us discuss more details so that I can estimate cost and time better. I have completed more than 310 projects. Please look at the feedback left by my employers to know more about my work. Waiting for your positive response. Thanks.
$150 USD 5日以内
4.9 (131 レビュー)
6.4
6.4
ユーザーアバター
I am a professional Financial Analyst, Financial Accountant and Taxation expert holding years of experience in utilizing advance level tools and functions of Excel (including VB, Macros and Formulas) to perform financial modeling, financial analysis, tax calculations, portfolio analysis, investment valuation, budgeting, financial projections and forecasting. I will be happy to discuss how I am highly suitable for this project.
$60 USD 1日以内
4.7 (171 レビュー)
6.4
6.4
ユーザーアバター
Good evening. my name is Donna. I have read your project description. I feel I am qualified to assist.   I have 19 years experience in Access and Excel VBA and macro coding. My expertise are Access and Excel databases and complex spreadsheets. I have taken all classes from 07 to 13 beginner to expert. I have built well over 300 databases including Healthcare, production, inventory, and many other custom databases. If you would like to discuss the project further or want samples please don't hesitate to message me.  I have screenshot samples on my profile. either way I wish you the best of luck and I hope you get the design you Invision Have a blessed night.. Donna
$55 USD 1日以内
4.8 (23 レビュー)
6.1
6.1
ユーザーアバター
Went through the Excel screenshot and also the Monthly inflation table. Having the stock acquired date, excahnge rate Sold date and Exchange rate Acquisiting cost and Acutalised cost The Actualised cost to be based on the inflation for the period the stock held, considering the monthly inflations for each month within that period. This can be done - Have done similar Tax calculations for Canadian firm Provincial and Federal tax - Wage calculations based on hours worked etc. My Skills: - Have expertise in Excel automation, macros, formulas, calculations, summarising and Graphs. - Extensively the macros/VBA to automate: - Data validation in a particular, Data consolidation into sheets, comparing, plugging in default values for few cells - Data camparision using formulas, lookups and bringing up summaries., - Mathematical functions, scientific calculations, index, array, formula arrays which are advanced concepts - Have used them. - With summary data plotting graphs, bringing pivot tables - Pl. review my portfolio on projects done - https://www.freelancer.com/u/satishtl
$100 USD 2日以内
4.7 (52 レビュー)
6.0
6.0
ユーザーアバター
Hi, I have read the project description & seen the attached image. I can make the formula as required. Please send a massage so we can discuss more. Thank You.
$30 USD 2日以内
5.0 (19 レビュー)
4.1
4.1
ユーザーアバター
Hi Good day! A serious freelancer here! I have a lots of available time to this work. I can help you to complete this work in less than a day. Can I help you? I am VBA Macro developer for 6 years now. I have a strong knowledge with Excel formulas and function that will help for this type of work. I am also a PMO Analyst that focused in Financial and Metrics Reports. My rate is negotiable because I'm still collecting good reviews and portfolio that I can show to my future clients, so please accept my bid. Feel free to message me to discuss more about the scope of this project. Thanks!
$30 USD 0日以内
4.9 (32 レビュー)
4.3
4.3
ユーザーアバター
Hi Pilar, I'm Rodrigo. I have experience in using Excel and doing complex calculations. I have done it in the past and also do it on a daily basis at my current job. Please send me a message so we can further discuss.
$83 USD 1日以内
4.2 (14 レビュー)
5.2
5.2
ユーザーアバター
Hi there, Hope you are doing well. I know your time is very important. If you are not in hurry let me introduce myself; I am Cost and Management Accountant by profession. I have seen your project and I want to do this for you if you like my proposal please approach me as soon as you can. My Expertise includes: “1: I am Able to use Excel with macros and have 45 to 60 words per minute typing speed. 2: Quick books (Online and Desktop) Version. 3: Peach Tree 4: Xerox 5: Financial Modeling 6: Business Plans 7: Auditing 8: Costing Records” I have my previous work records if you join me I will show all of them to you. I am open for questions you may ask any questions about my Certification and Experience of the work. If you want quality you are on the right station. I will provide you 100% error free results. I can do this before your deadline and with professional accuracy. I am hoping that I will add value to your work. Thanks in advance.
$111 USD 5日以内
5.0 (2 レビュー)
2.5
2.5
ユーザーアバター
Hi! I am very much willing to help you out with your excel formula. The easiest solution would be to use additional columns in excel to act as a helper column for your actual formula. A more complicated approach may involve using Excel VBAs to save more space on your file, but may lack in flexibility especially if you want to alter it in the future. Either way, I can help you come up with the output that you need. Kindly drop me a message if you're interested to working with me on this. I would gladly appreciate it! Thanks!
$30 USD 3日以内
5.0 (4 レビュー)
2.5
2.5
ユーザーアバター
Hello, I'm Rommel - I'm a freelancer for your excel needs. I have been working as a Quality control and assurance analyst for the past 20 years and have been using excel as a tool in analyzing graphs, formulas, and macros. I can help you with the formula fast whenever you need it.
$30 USD 1日以内
0.0 (0 レビュー)
0.0
0.0
ユーザーアバター
Hi Pilar, Seems like you've run in to a nested formula challenge! I've got a lot of experience with these sorts of calculations, but they take a bit of work to get done. I should be able to get this done for you in 2-4 hours. Let's chat and I'll get this done for you today, and help you make it look pretty!
$200 USD 1日以内
0.0 (0 レビュー)
0.0
0.0
ユーザーアバター
Hello, I can easily create your formula in the excel. You can either share your excel sheets and i will put formulas on it or i will separately send you the formula that will work on your sheets. Thanks.
$30 USD 1日以内
0.0 (0 レビュー)
0.0
0.0
ユーザーアバター
Set Excel Formula for counting inflation during the holding period, finish in one day.
$55 USD 1日以内
0.0 (0 レビュー)
0.0
0.0
ユーザーアバター
I have created workbooks with very similar formulae while doing project financial analysis. This experience is directly applicable to your tax calculations.
$100 USD 2日以内
0.0 (0 レビュー)
0.0
0.0
ユーザーアバター
I have fully qualified for this job. Relevant Skills and Experience Ms Excel , data entry
$111 USD 2日以内
0.0 (0 レビュー)
0.0
0.0
ユーザーアバター
Hello im good in creating the templates and im doing this for 8 years with sales,Tax and Billing MIS reports ..i will be more interested and will full fill your needful..Thanks!
$133 USD 2日以内
0.0 (0 レビュー)
0.0
0.0

クライアントについて

MEXICOのフラグ
CDMX, Mexico
5.0
1
お支払い方法確認済み
メンバー登録日:9月 19, 2018

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