Create in MS Excel a ledger of personal financial transactions for the past 20 months. Categorize revenues and expenses appropriately in order to create a month-over-month cash flow analysis. Enter data, category type, subcategories, description, amount, notes or questions for each transaction. Build into columns of spreadsheet various sort functions so that can do Excel-based analysis of categories of trends. Needs to be built in way that spreadsheet can 'live' to chart future revenues and expenditures and continue the analysis month-over-month in the future. Approximately 80 to 100 transactions per month over 20 month period beginning 1 January 2014. Sources for data entry and reconciliation in the spreadsheet to be developed by freelancer include (i) monthly bank statements; (ii) check ledger and (iii) monthly credit card statements. Basic accounting experience is preferable in order to do the reconciliation and categorization. Looking for expert Excel skills to create clean, logical, robust spreadsheet upon which I can then build charts, trendlines, and other analysis.
14 freelance ont fait une offre moyenne de 487 $ pour ce travail
I am ready to do the job for you and can do it nicely with very good output in time. Please, check feedback of my past projects given by my employers.