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Excel VBA Expert Needed – Automate & Secure a DIY Bank Reconciliation Workbook for Small Buz Owners
Excel VBA Expert Needed – Automate & Secure a DIY Bank Reconciliation Workbook for Small Business Owners Overview: I'm seeking a talented Excel VBA macro developer to enhance an existing DIY bank reconciliation workbook tailored for small business owners. The foundational structure is already built—now I need your help to elevate the template with automation, cell protection, and user-friendly design that ensures ease of use and data integrity. What’s Already Built: • A centralized Inputs tab where users list their checking, savings, money market, and credit card accounts • This tab automatically drives: o The generation of individual reconciliation sheets for each account o Sections for tracking outstanding transactions o A summary dashboard that: Aggregates all listed accounts Displays both bank statement balances and accounting system balances Highlights discrepancies and total unreconciled amounts • Core structure, logic, and formulas are in place to guide the reconciliation process What I Need Your Help With: This project is not about importing data or scraping from bank feeds. It’s about making the existing workbook robust, scalable, and foolproof for small business owners who aren’t Excel pros. Specifically, I need you to: • Protect sensitive cells to prevent accidental overwrites of formulas and structure • Implement smart logic to dynamically adjust reconciliation areas based on the number of accounts selected in the Inputs tab • Highlight or unlock only user-input areas for clarity and ease of use • Add Reset/Clear macros to wipe values for new reconciliation periods while preserving structure and formulas • Add guided elements (e.g., buttons, prompts, instructions) to simplify the user workflow Ideal Candidate: • Expert in Excel VBA/macros, workbook security, and dynamic sheet design • Familiar with bank reconciliations, small business accounting workflows, or similar tools • Excellent communication and documentation skills • A proactive mindset—you offer solutions, not just execute instructions Deliverables: • An enhanced Excel workbook with: o Embedded macros for automation and usability o Robust protections and permissions across sheets o A user-friendly interface with clear workflows o Inline documentation or a help tab for ongoing use To Apply: Please include the following in your proposal: • A short summary of your experience with Excel VBA and workbook security • Links or attachments showing similar projects (especially financial/reconciliation tools) • How you would approach protecting a workbook while keeping it easy for a novice to use • Your availability and estimated turnaround time