Bank Statement Conversion to Excel
Budget: $30 – $250 CAD
I am looking for a detail-oriented professional to assist me with translating my bank transactions from PDF format into a spreadsheet. My accountant needs this data to be organized and easily accessible.
Tasks for the freelancer include:
• Extracting transaction information from my downloaded PDF bank statements
• Compiling this data into an Excel spreadsheet
• The project will need to include the date, transaction description, transaction amount, resulting account balance, and transaction category
The ideal candidate needs:
• Strong attention to detail
• Proven experience working with both PDF and Excel files
• Fluent in English for effective communication
Expectations:
• Maintain rigorous data accuracy
• Finished product will closely replicate the information found in the original bank statements using a sortable spreadsheet format.
In your proposal, please provide a brief forecast of your work plan, plus examples of similar projects you've completed in the past.
No bank transactions have been downloaded into a spreadsheet yet but this will be an ongoing, as-needed project. Immediate start.
Tasks for the freelancer include:
• Extracting transaction information from my downloaded PDF bank statements
• Compiling this data into an Excel spreadsheet
• The project will need to include the date, transaction description, transaction amount, resulting account balance, and transaction category
The ideal candidate needs:
• Strong attention to detail
• Proven experience working with both PDF and Excel files
• Fluent in English for effective communication
Expectations:
• Maintain rigorous data accuracy
• Finished product will closely replicate the information found in the original bank statements using a sortable spreadsheet format.
In your proposal, please provide a brief forecast of your work plan, plus examples of similar projects you've completed in the past.
No bank transactions have been downloaded into a spreadsheet yet but this will be an ongoing, as-needed project. Immediate start.