I will clean and categorize your bank transaction CSV

United States

I speak English

Intuit Certified Bookkeeper

I’m an Intuit Bookkeeping Certified professional offering remote bookkeeping help for small businesses. I help with cleanup and catch-up bookkeeping, transaction categorization, bank and credit card r...
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.