Download bank statement from my wise.com account and prepare balance sheet for year 2022-2023
Budget: ₹100 – ₹400 INR
I'm looking for a freelancer who can efficiently handle both data download and financial analysis tasks. My main requirement is to download my bank statement from my wise.com account for the fiscal year 2022-2023 and prepare a comprehensive balance sheet.
**Key Responsibilities:**
- Access the wise.com account securely to download the full bank statement for the specified period.
- Analyze the bank statement to categorize all transactions accurately.
- Create a detailed balance sheet in an Excel spreadsheet, incorporating both income and expenses as well as assets and liabilities.
**Ideal Skills and Experience:**
- Proficiency in Excel to ensure a well-organized and understandable format.
- Experience with financial analysis and statement preparation.
- Knowledge of accounting principles to accurately categorize transactions and present the financial status.
- Ability to handle sensitive information confidentially and securely.
- Prior experience with wise.com or similar financial platforms is preferred but not essential.
**Expectations:**
- The balance sheet should offer a clear, detailed breakdown of all relevant categories, including but not limited to income, expenses, assets, and liabilities.
- Attention to detail is crucial for the accuracy of the financial analysis.
- Efficient communication should any clarifications or additional information be required.
This task requires meticulous financial skills coupled with the technical know-how of handling online banking platforms like wise.com. If you have the necessary skills and can provide detailed financial insights, I look forward to your bid.
**Key Responsibilities:**
- Access the wise.com account securely to download the full bank statement for the specified period.
- Analyze the bank statement to categorize all transactions accurately.
- Create a detailed balance sheet in an Excel spreadsheet, incorporating both income and expenses as well as assets and liabilities.
**Ideal Skills and Experience:**
- Proficiency in Excel to ensure a well-organized and understandable format.
- Experience with financial analysis and statement preparation.
- Knowledge of accounting principles to accurately categorize transactions and present the financial status.
- Ability to handle sensitive information confidentially and securely.
- Prior experience with wise.com or similar financial platforms is preferred but not essential.
**Expectations:**
- The balance sheet should offer a clear, detailed breakdown of all relevant categories, including but not limited to income, expenses, assets, and liabilities.
- Attention to detail is crucial for the accuracy of the financial analysis.
- Efficient communication should any clarifications or additional information be required.
This task requires meticulous financial skills coupled with the technical know-how of handling online banking platforms like wise.com. If you have the necessary skills and can provide detailed financial insights, I look forward to your bid.