Bookkeeping Assistance for 7 Years

Hello,
I want for both myself and my wife's bank statements to identify contributions for each of us separately in to categories like food, lodging etc for last 7 years of data.


I am seeking assistance in organizing and maintaining bookkeeping records for the past seven years for myself and my family. The records are currently in PDFs and CSV format, and I would like them to be managed using Excel. The task involves categorizing expenses into clear categories such as Mortgage, Personal, Utilities, etc., and having the ability to filter these expenses by specific date ranges.

1) What are individual/personal expenses?
2) How much I paid for family?
3) How much you paid for Utilities?
4) How much for mortgage?
5) Business expenses
5) etc. etc.

Following are some items to consider as well
a) Travel dates for vacations, single & family
b) Identify transactions from some dates that I spent time with/for my kids from the time of separation.

Data --> Some may have overlap transactions.
1) My wife's data is in PDF statements. Some are merged into 1 big PDF for the whole year, from all the statements scanned from print out. Approximately 10 PDF files. S
2) All my bank & credit cards documents are in PDF documents. Approximately 420.


Key Requirements:
- Organize and maintain seven years of financial records
- Work with existing CSV files to import data into Excel
- Define and create categories for expenses
- Categorize expenses accurately into defined categories
- Implement functionality to filter expenses by date ranges

Ideal Skills and Experience:
- Proficiency in Excel for data management and analysis
- Experience in bookkeeping and financial record organization
- Ability to define and create relevant expense categories
- Attention to detail and accuracy in data entry and categorization
- Strong organizational skills and ability to work independently

I need someone who can efficiently manage this project and ensure that all records are accurately categorized and easily accessible. Your expertise in bookkeeping and Excel will be invaluable in helping me achieve this goal.