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Fiverr Pro
English
$
USD
I will categorize your bank or credit card statement into clean csvs
About this Gig
Do you have a stack of bank or credit card statements and no time to sort out where the money went?
I'll take your statement (PDF, CSV, or a clear photo/scan) and turn it into two clean, ready-to-use spreadsheets:
A full transaction list - date, vendor, amount, and category for every purchase
A category summary with totals, so you can see exactly where your money is going at a glance
Every total is checked against your statement's printed purchase total before delivery - no guessing, no made-up numbers. Anything I can't confidently identify gets flagged for your review instead of being mis-categorized.
Perfect for:
- Personal budgeting and expense tracking
- Small business owners who need a quick monthly breakdown
- Anyone prepping numbers for their bookkeeper or tax preparer
What I need from you: one statement per order (PDF or clear image). If you have specific categories you want used, just tell me and I'll use those instead of my standard list.
Let's get your spending organized - order now!
Financial software:
QuickBooks
•
Other
Industry:
Business services & consulting
•
Financial services
Target country:
United States
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.
FAQ
Is my financial data safe?
Yes - your statement is used only to produce your categorized files and is not shared or stored beyond completing your order.
What file formats do you accept?
PDF statements work best. Clear photos or CSV exports are also fine.
Can you use my own budget categories?
Yes - just list them in the order requirements and I'll match to those instead of the standard list.
Do I need to show my full account number?
No - feel free to black out or delete your account/card numbers before sending. I only need the vendor names, dates, and amounts.
Is this a substitute for a bookkeeper or accountant?
No - this is a data organization service, not accounting or tax advice, and I'm not a CPA or bookkeeper. Categories are based on vendor names and best judgment, so please have a professional review anything before filing taxes or making financial decisions.
