Personal Accounts, Tally & Excel Support

I need my personal finances brought under one organised system. The work begins with creating a clear chart of accounts in Tally, entering all opening balances, and then keeping the ledgers up-to-date with every income, expense, and inventory movement I record. Once the data sits correctly in Tally, I’d like it exported into Excel so I can see monthly cash-flow summaries, spending patterns, and stock valuations at a glance.

I expect:

• A fully configured Tally file for personal use, complete with income, expense, and inventory categories
• Ongoing voucher entry for both income & expenses as well as basic inventory receipts/issues
• Clean Excel workbooks that pull from Tally (pivot tables, simple dashboards, zero broken links) and present the numbers in an easy-to-read format

Accuracy, confidentiality, and timely updates are critical; everything else—scheduling, preferred Excel layout, even the reporting frequency—can be adapted as we work together.