Excel VBA Financial Automation

Job ID: 40069264

Budget: $30 – $250 USD

I manage several workbooks full of financial data that I refresh every week, and the manual steps are slowing everything down. I need a VBA-driven solution that handles three things end-to-end:

• Data entry and updates – pull the latest figures into the right sheets without overwriting formulas or historical records.
• Data organization and cleaning – standardise formats, remove duplicates, and flag any anomalies before they cascade into reports.
• Generating reports – once the data is clean, produce summary tabs, charts, and a printable report pack automatically.

The macros should be easy for me to trigger (button or keyboard shortcut is fine) and written with clear, commented code so I can maintain it later. Because these files are financial, accuracy is non-negotiable; built-in error handling and basic validation checks will be expected.

Deliverables
1. A single Excel workbook (or an add-in) containing all necessary VBA modules.
2. A brief walkthrough document or loom video that shows how to run and—if needed—modify the procedures.
3. Confirmation that the workflow completes in one pass using a sample week of data I’ll supply.

I’m ready to provide the current file structure and a sample data set as soon as we start, and I’d like the first draft within a few days so we can fine-tune before the next weekly cycle.