Excel Bank Data Entry Cleanup
Budget: $8 – $15 USD
I have multiple bank statements already exported to Excel and I need every transaction transferred into a single, well-organised workbook. While you enter the data, please remove duplicates, fix any obvious formatting issues, flag missing fields, and double-check that running totals match the original sheets.
Accuracy is critical, so I expect proper use of Excel features such as Data Validation, conditional formatting, simple formulas (e.g., SUMIF, VLOOKUP) or PivotTables if they speed up cross-checks.
Deliverables:
• One master Excel file containing all transaction details, uniformly formatted and validated.
• A brief note highlighting any inconsistencies or assumptions made during cleaning.
Final totals in the master sheet must reconcile 100 % with the source statements; that will be my acceptance test.
Accuracy is critical, so I expect proper use of Excel features such as Data Validation, conditional formatting, simple formulas (e.g., SUMIF, VLOOKUP) or PivotTables if they speed up cross-checks.
Deliverables:
• One master Excel file containing all transaction details, uniformly formatted and validated.
• A brief note highlighting any inconsistencies or assumptions made during cleaning.
Final totals in the master sheet must reconcile 100 % with the source statements; that will be my acceptance test.
Related categories:
Visual Basic
Data Processing
Data Entry
Excel
Excel VBA
Excel Macros
Data Analysis
Data Management