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Fiverr Pro
English
$
USD
I will categorize your bank statement or expenses in excel
About this Gig
Do you have a bank statement, expense list or transaction export that needs to be organized?
I will categorize your transactions in Excel or Google Sheets and create a clear, easy-to-use expense overview.
I can help with:
bank statement exports
business expenses
personal expense lists
card transactions
income and expense data
vendor payments
monthly spending reports
simple summary tables and charts, depending on the package
Depending on the package, I can categorize transactions, clean the data, standardize descriptions, create practical expense groups, add filters and prepare a simple summary report.
With a background in banking, reporting and business data analysis, I focus on accuracy, structure and practical usability.
Please note: this service is for data organization and reporting support only. It is not accounting, tax advice, financial advice or audit work.
Platform:
Excel
•
Google Sheets
•
OpenOffice
Development technology:
Excel
•
VLOOKUP
Expertise:
Formatting
•
Fixing
•
Formulas
•
Charts
•
Cleaning
My Portfolio
FAQ
What file formats do you accept?
I accept Excel files, CSV files and Google Sheets. You can also upload a bank statement export if it is available in spreadsheet format.
Can you create expense categories for me?
Yes. I can either use your existing categories or create practical categories based on the transaction descriptions.
Is this bookkeeping or tax advice?
No. This service is for organizing, categorizing and summarizing transaction data only. It is not accounting, tax advice, financial advice or audit work.
Can you work with large transaction files?
Yes, but please contact me before ordering if your file contains more than 1,500 transactions, many sheets or complex financial logic.
Can you create a summary report?
Yes. The Standard and Premium packages can include a simple summary table, and the Premium package can include a basic chart or monthly overview.
