I will categorize your bank transactions for bookkeeping and accounting
Financial Reporter, Accounting Specialist and Data Analyst
About this Gig
Do you have hundreds of bank transactions that need to be organized for bookkeeping?
I will review and categorize your bank transactions into a clean, professional and accounting-ready Excel or Google Sheets file.
What I will do:
Categorize income and expenses
Separate bank charges and fees
Identify transfers
Categorize supplier payments
Categorize customer receipts
Organize debit and credit transactions
Clean and standardize transaction descriptions
Prepare accounting-ready Excel data
Create income and expense summaries
You can send:
Bank Statement PDF
Excel / CSV
Bank transaction export
Credit card statement
Transaction list
Your final file can include:
Date | Description | Debit | Credit | Category | Sub-Category | Notes
I can organize your transactions for:
Bookkeeping
Bank reconciliation
Tax preparation
Expense tracking
Financial analysis
QuickBooks / Xero data preparation
Why choose me?
Accounting experience
Professional Excel skills
Accurate transaction categorization
Clean and organized reports
Confidential handling of financial information
Fast communication and delivery
Please message me before placing an order if you have a large number of transactions or a specific acco
Financial software:
Other
Industry:
Other
Target country:
Australia
•
Mexico
•
United Kingdom
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.
