I will clean and categorize your bank transaction CSV
Intuit Certified Bookkeeper
About this Gig
I will clean your messy bank transaction CSV and turn it into an organized, bookkeeping-ready Excel or CSV report.
If your bank export has confusing transaction names, mixed income and expenses, or no clear categories, I can organize it so it is easier to understand and review.
What I can do:
Clean messy transaction descriptions
Categorize income and expenses
Organize transactions into a clear spreadsheet
Create simple category totals
Flag large or unusual transactions for review
Deliver a clean Excel/CSV file
This is useful for small business owners, contractors, resellers, freelancers, cleaners, and anyone who needs their transactions organized before bookkeeping or tax time.
Please send your CSV file and tell me if you have specific categories you want used. If not, I can use common bookkeeping categories.
Note: This service is for spreadsheet cleanup and organization only. I do not provide tax filing, CPA services, audits, or financial/legal advice.
Service type:
Accounts payable
•
Bank reconciliation
•
Other
Financial software:
QuickBooks
•
Wave
•
Other
Industry:
Construction
•
E-Commerce
•
Other
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
What file do I need to send you?
Please send a CSV or Excel file exported from your bank, payment processor, or bookkeeping software.
Do you provide tax filing or CPA services?
No. This service is for spreadsheet cleanup and organization only. I do not provide tax filing, CPA services, audits, or financial/legal advice.
What will I receive?
You will receive a cleaned Excel or CSV file with organized transaction names, categories, totals, and review flags depending on your package.

