Question: You'll create a Financial Health Snapshot, conduct basic analysis using pivot tables, and build a simple 3 - month projection based on sample data. You

You'll create a Financial Health Snapshot, conduct basic analysis using pivot tables, and build a simple 3-month projection based on sample data. Youll also complete a short tool familiarity checklist to help us understand your preferred systems. 1. Timeline Submission: Google Sheet (or Excel)+12 page PDF summary 1.2 What Youll Do Part 1: Financial Snapshot + Pivot Table Analysis Use the data provided to: Build pivot tables to group expenses by category and month Create a clear visual dashboard (charts or graphs welcome) Identify major spend areas and summarize your findings A 8 c D E F G H Date Payee Category Amount Type Brand 2025-04-01 Stripe Income 2500 Income Brand A 2025-04-05 Canva Design 12.99 Expense Brand A 2025-04-10 Google Workspace Operations 36 Expense Brand A 2025-04-15 PayPal Income 1200 Income Brand B 2025-04-20 Descript Media Tools 29 Expense Brand A 2025-05-01 Freelancer A Labor 900 Expense Brand A 2025-05-07 Zoom Comms 15 Expense Brand B 2025-05-14 Stripe Income 1800 Income Brand 82025-05-20 Zelle Transfer Transfer 300 Income Brand B t 2025-06-01 Contractor B Labor 1000 Expense Brand A 23 Month Scenario Projected Income Projected Expenses Net Notes July 2025 Baseline August 2025 Baseline September 2025 Baseline
You'll create a Financial Health Snapshot,

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