By name: xlsx description: Create and edit Excel spreadsheets for budgets, expense tracking, event planning, project management, and data analysis. Use for financial and organizational tasks. dependencies: openpyxl>=3.1.0, pandas>=2.0.0
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:
- Overview - Event details, key dates, budget summary
- Tasks - Task, Owner, Due Date, Status, Dependencies
- Speakers - Name, Topic, Status, Travel, Accommodations
- Sponsors - Company, Level, Contact, Amount, Deliverables
- Logistics - Venue, Catering, A/V, Signage, etc.
- 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"