Record Financial Data in Excel

I have a backlog of raw financial documentation—bank statements, receipts, and a few CSV exports—that all need to be transferred into a clean, well-structured Excel workbook. The task is strictly data recording: enter each transaction, keep the columns uniform, and double-check that the totals in Excel match the source figures before handing the file back.

I will supply:

• A template workbook with the required headers already in place
• Scanned PDFs and CSV files containing the transactions
• A brief naming convention for categories so everything stays consistent

What I expect from you:

• Accurate, error-free entry of every line item
• Consistent formatting (dates, currency, text) across all sheets
• Highlighting of any missing or unclear information so I can review it quickly

Deliverable: the completed Excel file, fully populated and balanced against the provided statements.

A solid grasp of Excel shortcuts and basic reconciliation practices will make this go smoothly. Let me know your turnaround time once you see the sample files, and we’ll get started right away.