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I will convert bank statement PDF to excel and categorize
Excel Bookkeeping,Data Entry,Bank Reconciliation in Excel,Microsoft Office Speci
Hi! I'm a professional Bookkeeper and Data Entry Specialist with a strong background in financial accounting. Holding qualifications in accounting and business, I possess advanced proficiency in Micro...
About this Gig
Convert Bank Statement PDF to Excel & Categorize Transactions
Are you looking for a reliable and accurate financial assistant to convert your bank statements? I am here to help you turn scanned or digital PDF bank statements into clean, fully editable Excel spreadsheets.
What I Offer:
- PDF to Excel / Google Sheets: Precise extraction of bank, credit card, or PayPal statements.
- Transaction Categorization: Sorting income and expenses into clear categories for easy accounting.
- Data Cleaning & Formatting: Removing duplicate rows, fixing date formats, and ensuring balanced totals.
- Financial Summaries: Concise monthly or annual summaries.
Why Choose Me:
- 100% Accuracy & Attention to Detail: Verified totals and balanced data.
- Confidentiality: Your financial data is completely safe and private.
- Fast Delivery: Prompt communication and quick turnaround times.
Please send a message before placing an order for complex or blurry scanned files!
FAQ
What formats will I receive the final output in?
You will receive a clean, fully formatted Microsoft Excel (.xlsx) file or Google Sheets link, depending on your preference.
Is my financial data kept confidential and secure?
Absolutely. I maintain strict confidentiality and data privacy standards. Your files and financial information will never be shared with any third parties.
Will you categorize the transactions according to my custom chart of accounts?
Yes! If you provide your preferred categories or chart of accounts, I will sort and categorize every transaction accordingly.
Can you process Credit Card statements, Receipts, and Invoices as well?
Yes! Along with bank statements, I can convert and organize Credit Card statements, PayPal transactions, sales invoices, and expense receipts into structured Excel files.
Do you also prepare Financial Statements like Profit & Loss and Balance Sheets?
Yes! As an accounting professional, I can prepare monthly or yearly Profit & Loss Statements (Income Statements) and Balance Sheets based on your categorized bank statements.
Can you perform Bank Reconciliation along with statement conversion?
Absolutely. I can reconcile your bank statements with your accounting records or ledger to ensure all income, expenses, and closing balances match perfectly.
