Introduction
Excel spreadsheets with formulas are essential for business operations. Flik generates professional spreadsheets with calculations, formatting, and formulas that update automatically when you change inputs.
What You Can Create
- Budgets: Annual or monthly budgets with expense tracking
- Financial reports: P&L statements, cash flow reports
- Calculators: Custom calculation tools with formulas
- Trackers: Expense trackers, time trackers, project trackers
- Data analysis: Summaries, comparisons, variance reports
How to Request Spreadsheets
In Agent mode, describe what you need:
"Create a monthly expense tracker with categories and totals"
"Build a budget comparison spreadsheet for 2025 vs 2024"
"Generate a project cost calculator with hours and rates"
Understanding Formulas
The AI creates spreadsheets with Excel formulas that calculate automatically:
- SUM formulas: Add up columns or rows
- Calculations: Subtract, multiply, divide values
- Percentages: Calculate growth rates, margins, variances
- Conditional logic: IF statements for complex rules
- Cross-references: Link cells across sheets
💡 Dynamic Updates: When you change a number in one cell, all formulas that reference it recalculate automatically. This lets you test different scenarios quickly.
Common Spreadsheet Types
Expense Tracker
Track spending by category with automatic totals:
"Create an expense tracker with categories: rent, food, transport, utilities, entertainment. Include monthly totals and year-to-date"
Budget Template
Plan and track income and expenses:
"Create a monthly budget with income sources and expense categories. Show net income and savings rate"
Project Cost Calculator
Calculate project costs with hourly rates:
"Create a project calculator. Input hours and hourly rate, calculate total cost plus 20% markup"
Tips for Better Spreadsheets
- Describe the structure: What rows and columns do you need?
- Specify calculations: "Sum each category" or "Calculate percentage of total"
- Request formatting: Currency, percentages, dates
- Ask for multiple sheets: Separate data from summaries
- Include examples: Show sample data if helpful
Next Steps
- Creating Financial Models — Advanced financial modeling
- Revenue Forecasting — Project future revenue