Financial Reconciliation Using Excel

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.

Compétences : Comptabilité, Saisie de Données, Excel, Finance

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Concernant l'employeur :
( 3 commentaires ) Asheville, United States

Nº du projet : #8530445

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Hello, I am a Chartered Accountant from India and having an experience of more than 7+ years in the field on Bookkeeping & Accountancy. I am having good knowledge and I am ready to help you . So lets's discuss more abo Plus

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14 freelance font une offre moyenne de $487 pour ce travail


Hi, I am a data entry operator and can enter only paste 20 month report in spreadsheet format and can send it to you in excel format. Already processed many bank statement for many clients. Happy to share previo Plus

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I am an ACCA (UK) professional , APA and Mcom finance. After carefully reading your project description, I think that I am the perfect candidate! With over 8 years of working experience. I can guarantee getting the Plus

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Hi I would love to work on this project. I am a chartered accountant (CPA equivalent) with 5 years of experience in the field of accounts and finance. I have 8 years of experience in Microsoft Excel including working w Plus

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Hello, my name is Cristian, I have a degree in Business and work with excel every day. I have much experience with spreadsheets, formulas, models and macros. Check my reviews. They speak for themselves. Best regard Plus

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"Rate and duration will be fixed on discussion" Dear Hiring Manager, I have gone through your job posting and become very much interested to work with you. I am an expert in these fields. I have already completed sev Plus

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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.

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Hello, without taking much of your time, let me introduce myself to you as a potentially ACCA qualified Accountant with strong experience in Accounting, Audit, Finance, economics, and business plans, business relat Plus

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Dear Employer! I've read the entire description. I have sound knowledge of data entry, web search and data mining jobs. I am a professional user of Office (Word, Excel, Power Point) and other programs. I have 6 years o Plus

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Hello, having recently build a spreadsheet for accounts for a brewery, I understand the template that is required, along with the links required to allow a snapshot summary page to work well. I have experience with ac Plus

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Dear Sir / Madam, Greetings! I am quite keen on this project so I'm hoping (fingers crossed) I'll be given the opportunity to help you with this. Just to quickly summarize myself: My name is Rina.  I have been a Vi Plus

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Hello We are running a small Company with our expert operators. We are providing cost effective and quality service to our clients since April 2015. We believe in quality work that meet the clients Expectations and s Plus

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