Annual Income-Expense Totals Compilation
Budget: $100 – $150 USD
I have an existing Excel spreadsheet that already contains every cash-basis transaction for the year, broken down into very detailed categories and sub-categories. What I need now is a clean, reliable year-end summary: each category rolled up with its total so I can plug it straight into my tax prep.
You’ll work directly in the same Excel file, verifying the category labels that are there, spotting any obvious mis-codings or blanks, and then producing a second tab that shows:
• one line per category (with sub-totals where sub-categories exist)
• the annual income or expense total for each
• a grand total check that reconciles back to the raw data
If something doesn’t add up, flag it in-sheet with a brief note—no separate report needed. Accuracy and quick turnaround are my top priorities.
You’ll work directly in the same Excel file, verifying the category labels that are there, spotting any obvious mis-codings or blanks, and then producing a second tab that shows:
• one line per category (with sub-totals where sub-categories exist)
• the annual income or expense total for each
• a grand total check that reconciles back to the raw data
If something doesn’t add up, flag it in-sheet with a brief note—no separate report needed. Accuracy and quick turnaround are my top priorities.
Related categories:
Data Processing
Data Entry
Accounting
Excel
Financial Analysis
Data Visualization
Data Analysis
Data Management