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I will create an expense tracker with automatic categorization
Kenya
110 orders completed
Financial Clarity Compliance Consultant
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!
Time horizon:
Monthly Budgeting
Tracking method:
Spreadsheet-Based Tracking
Language:
English
Target country:
United States
