I will create an expense tracker with automatic categorization

Kenya

I speak English, Swahili

111 orders completed

Financial Clarity Compliance Consultant

Cut through financial stress with an expert who delivers across three key areas. I offer: • AML/CTF Compliance: Safeguarding your operations against financial crime ensuring your organization is AML c...

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