Excel Finance Data Processing

I have a batch of raw financial records that must be organised and processed in either Microsoft Excel or Google Sheets—whichever you work faster in. The job centres on basic statistical calculations only: totals, subtotals, averages, and similar measures that let me see the numbers at a glance. No dashboards or fancy charts are required for now, just clean, reliable figures.

You will receive the source file as soon as the project starts. Please structure the data so each transaction is categorised consistently, apply the formulas, and return a well-labelled workbook that I can review without extra tweaking. A short note explaining the formulas you used will help me maintain the sheet later.

Accuracy and confidentiality are critical because the data are financial. If you are confident with pivot tables, SUMIF/SUMIFS, AVERAGEIF, and other core Excel/Sheets functions, this task should be straightforward and quick to turn around.