Spreadsheet Manager

Create professional Excel spreadsheets for financial tracking, project management, and data organization.

When to Use This Skill

Use this skill when you need to:

• Track expenses and income (subcontractor finances)
• Create event budgets
• Manage project timelines
• Organize contact lists
• Analyze data and create reports
• Build tracking dashboards
• Plan conference logistics

Spreadsheet Templates

Expense Tracker (Subcontractor)

Columns:

• Date
• Category (Travel, Software, Equipment, Services, etc.)
• Description
• Vendor/Payee
• Amount
• Payment Method
• Receipt (Y/N)
• Tax Deductible (Y/N)
• Notes

Features:

• Monthly subtotals
• Category summaries
• Running total
• Tax-deductible summary

Invoice Log

Columns:

• Invoice #
• Client
• Date Issued
• Due Date
• Amount
• Status (Sent, Paid, Overdue)
• Date Paid
• Payment Method
• Notes

Features:

• Overdue highlighting (conditional formatting)
• Monthly revenue totals
• Outstanding balance calculation

Event Budget

Sections:

• Venue & Logistics
• Marketing & Promotion
• Speakers & Talent
• Food & Beverage
• A/V & Equipment
• Swag & Materials
• Contingency (10-15%)

Columns per item:

• Line Item
• Estimated Cost
• Actual Cost
• Variance
• Vendor
• Status
• Notes

Conference Planning Tracker

Sheets:

1. Overview - Event details, key dates, budget summary
2. Tasks - Task, Owner, Due Date, Status, Dependencies
3. Speakers - Name, Topic, Status, Travel, Accommodations
4. Sponsors - Company, Level, Contact, Amount, Deliverables
5. Logistics - Venue, Catering, A/V, Signage, etc.
6. Attendees - Registration tracking (if applicable)

Content Calendar

Columns:

• Date
• Platform (Twitter, Blog, Nostr, Reddit, etc.)
• Content Type (Post, Thread, Article, Video)
• Topic
• Status (Idea, Draft, Scheduled, Published)
• Link
• Engagement Notes

Formulas & Functions

Common Formulas

=SUM(range)           # Totals
=SUMIF(criteria)      # Conditional totals
=IF(condition,true,false)  # Logic
=VLOOKUP(value,table,col,false)  # Lookups
=TODAY()              # Current date
=DATEDIF(start,end,"d")  # Days between dates

Conditional Formatting Rules

• Red: Overdue items, negative variance, unpaid
• Yellow: Due soon (within 7 days)
• Green: Completed, paid, under budget

Formatting Standards

Structure

• Header row: Bold, frozen pane
• Alternating row colors for readability
• Currency format for money columns
• Date format: YYYY-MM-DD or MM/DD/YYYY
• Column widths optimized for content

Sheets Organization

• Summary/Dashboard as first sheet
• Detail sheets follow logically
• Reference data in separate sheets
• Clear sheet naming conventions

File Output

Generate .xlsx files using openpyxl with:

• Proper data types (numbers, dates, currency)
• Formulas that calculate automatically
• Conditional formatting
• Print area defined
• Filters on header rows

Example Prompts This Skill Handles

• "Create an expense tracker for my consulting business"
• "Build a budget spreadsheet for NosVegas event"
• "Make a content calendar for Q1 2026"
• "Track my invoices and payments"
• "Create a conference planning spreadsheet for Bitcoin Week"