Bank Statement Data Entry - 20/06/2026 16:14 EDT
Budget: $50 – $0 USD
I need an organized Excel file that captures every transaction from my bank statements. The job is straightforward: take the numbers and details shown on each statement and enter them line-by-line into the spreadsheet I provide.
Key points
• Data type: strictly financial data pulled from bank statements.
• Task focus: data entry of transactions—no analysis or report building required right now.
• Required fields: date, description, reference, debit/credit amount, and running balance.
• Accuracy matters; I will double-check totals against the statements. A simple reconciliation sheet at the end that matches statement totals will help us both confirm everything is correct.
I will supply PDFs of the statements as soon as we start, and I’m ready to review your first batch quickly so we can lock in formatting before you continue with the rest. If you work comfortably in Excel and can keep confidentiality, let’s get started right away.
Key points
• Data type: strictly financial data pulled from bank statements.
• Task focus: data entry of transactions—no analysis or report building required right now.
• Required fields: date, description, reference, debit/credit amount, and running balance.
• Accuracy matters; I will double-check totals against the statements. A simple reconciliation sheet at the end that matches statement totals will help us both confirm everything is correct.
I will supply PDFs of the statements as soon as we start, and I’m ready to review your first batch quickly so we can lock in formatting before you continue with the rest. If you work comfortably in Excel and can keep confidentiality, let’s get started right away.
Related categories:
Data Processing
Data Entry
Accounting
Financial Analysis
Data Cleansing
Data Collection
Data Management