I will convert bank statements to excel and categorize transactions
Accountant, Bookkeeper, Excel Expert
About this Gig
Are your bank transactions difficult to organize or review?
I will convert your bank statement into a clean and well-organized Microsoft Excel spreadsheet. I will categorize transactions so you can easily understand your income, expenses, deposits, withdrawals, and balances.
My Basic package includes:
Up to 51 bank transactions
One bank account
Transaction categorization
Clean Excel formatting
Debit and credit organization
One consultation session
Delivery within 2 days
Please send your bank statement in PDF, CSV, Excel, or a clear scanned format. Your financial information will be handled confidentially.
This service does not include tax filing, auditing, certification, or legal financial advice. Please contact me before ordering if your statement contains more than 51 transactions.
Gigs are not screened
Please note that there is no screening process for this service. We recommend that you message the freelancer and check all necessary details before placing your order. Read more about Financial services at Fiverr.
My Portfolio
FAQ
Which file formats do you accept?
I accept PDF, CSV, Excel, and clear scanned bank statements. Please contact me first if the document is handwritten or difficult to read.
Is my financial information kept confidential?
Yes. Your documents and financial data will be treated as confidential and used only to complete your order.
What if my statement contains more than 51 transactions?
Please contact me before ordering. I will review the transaction volume and send you a suitable custom offer.

