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I will create an expense tracker with automatic categorization

Kenya

I speak English, Swahili

110 orders completed

Financial Clarity Compliance Consultant

I help businesses cut through the stress of finance and compliance by offering practical solutions that keep everything in order. From AML policy design to managing receipts, payables and receivables,...

Level 1

Has met certain performance criteria and shows strong potential in the marketplace.

About this Gig

I can create a custom Excel expense tracker that automatically categorizes your expenses based on your bank or credit card statements. Here's how it works:


Import Statements: Easily upload your credit card statements into the Excel template.


Custom Categories: Assign custom categories to each vendor in a separate sheet.


Auto-Categorization: The template will automatically use formulas to categorize transactions based on the vendor names.


Summary Report: Generate a summary report that provides an overview of your categorized expenses.


This solution will save you time by eliminating the need to manually categorize recurring expenses each month. You can focus on analyzing your spending rather than sorting through statements. If you need further customization or assistance, feel free to reach out!

Financial goals:

Saving for Retirement

Paying Off Debt

Time horizon:

Monthly Budgeting

Tracking method:

Spreadsheet-Based Tracking

Language:

English

Target country:

United States