Excel or Spreadsheet (tabular data) Expert for Financial Data Cleanup and Data Formating
Budget: $10 – $30 USD
I'm looking for an Excel, google sheets, zoho sheets..spreadsheets tabular expert to clean, format, and organize financial data extracted using OCR. The dataset contains daily profit and loss records from 2019 to 2024, but due to OCR conversion, there are typos, misaligned numbers, and formatting inconsistencies that need to be fixed.
Key Tasks:
Fix OCR errors (typos, formatting issues, and missing data).
Reformat data into structured daily profit & loss tables.
Separate text descriptions and numerical values into distinct columns.
Apply consistent date formatting (DD/MM/YY) and currency (Thai Baht ฿).
Categorize expenses into:
Expend 1: Daily expenses (small consumables, wages, minor costs).
Expend 2: Larger expenses (stock purchases, safe carry-over money).
Generate financial summaries for daily, monthly, and yearly totals.
Files Provided:
01_RAW_OCR_Data_Needs_Cleaning_2019_2024.xlsx – Main OCR-extracted dataset needing cleaning.
02_Example_Cleaned_Profit_Loss_Format.xlsx – Example of the final structured format.
Reference screenshots and original scanned balance sheets for validation.
Deliverables:
✅ Cleaned and formatted Excel file (matching the provided example structure).
✅ All totals and calculations verified (daily/monthly/yearly summaries).
✅ No OCR typos, misalignments, or missing data.
Example of Cleaned Data:
Date: 01/01/24
Opening Float: ฿10,000
Income:
TRAN (1/1): ฿1,560
TRAN (2/1): ฿3,740
Cash: ฿29,120
Total Income: ฿34,420
Expend 1:
Wages: ฿3,700
Other Expenses: ฿2,232
Total Expend 1: ฿5,932
Expend 2:
PENN: ฿17,672
SMILE: ฿7,095
Safe: ฿24,767
Total Expend 2: ฿49,534
Total Expenses: ฿55,466
Net Income: ฿-22,036
Final Balance: ฿-12,036
Budget & Deadline:
? Budget: $80 (negotiable for high-quality work)
? Deadline: February 13, 2025
Freelancer Requirements:
Strong Excel skills (data cleaning, formulas, formatting).
Attention to detail – no missing or misformatted data.
Experience with financial records and profit/loss sheets.
Ability to follow reference examples and ensure accurate calculations.
Milestones:
1️⃣ Milestone 1 – OCR Error Fixing ($20):
Fix typos and formatting issues.
Ensure all text and numerical data are properly separated.
2️⃣ Milestone 2 – Data Structuring & Formatting ($25):
Apply correct date/currency formatting and column alignment.
Match structure of 02_Example_Cleaned_Profit_Loss_Format.xlsx.
3️⃣ Milestone 3 – Categorization & Financial Summaries ($20):
Classify expenses into Expend 1 and Expend 2.
Generate daily, monthly, and yearly totals.
4️⃣ Milestone 4 – Final Review & Revisions ($15):
Review calculations and verify accuracy.
Deliver final cleaned and structured dataset.
Key Tasks:
Fix OCR errors (typos, formatting issues, and missing data).
Reformat data into structured daily profit & loss tables.
Separate text descriptions and numerical values into distinct columns.
Apply consistent date formatting (DD/MM/YY) and currency (Thai Baht ฿).
Categorize expenses into:
Expend 1: Daily expenses (small consumables, wages, minor costs).
Expend 2: Larger expenses (stock purchases, safe carry-over money).
Generate financial summaries for daily, monthly, and yearly totals.
Files Provided:
01_RAW_OCR_Data_Needs_Cleaning_2019_2024.xlsx – Main OCR-extracted dataset needing cleaning.
02_Example_Cleaned_Profit_Loss_Format.xlsx – Example of the final structured format.
Reference screenshots and original scanned balance sheets for validation.
Deliverables:
✅ Cleaned and formatted Excel file (matching the provided example structure).
✅ All totals and calculations verified (daily/monthly/yearly summaries).
✅ No OCR typos, misalignments, or missing data.
Example of Cleaned Data:
Date: 01/01/24
Opening Float: ฿10,000
Income:
TRAN (1/1): ฿1,560
TRAN (2/1): ฿3,740
Cash: ฿29,120
Total Income: ฿34,420
Expend 1:
Wages: ฿3,700
Other Expenses: ฿2,232
Total Expend 1: ฿5,932
Expend 2:
PENN: ฿17,672
SMILE: ฿7,095
Safe: ฿24,767
Total Expend 2: ฿49,534
Total Expenses: ฿55,466
Net Income: ฿-22,036
Final Balance: ฿-12,036
Budget & Deadline:
? Budget: $80 (negotiable for high-quality work)
? Deadline: February 13, 2025
Freelancer Requirements:
Strong Excel skills (data cleaning, formulas, formatting).
Attention to detail – no missing or misformatted data.
Experience with financial records and profit/loss sheets.
Ability to follow reference examples and ensure accurate calculations.
Milestones:
1️⃣ Milestone 1 – OCR Error Fixing ($20):
Fix typos and formatting issues.
Ensure all text and numerical data are properly separated.
2️⃣ Milestone 2 – Data Structuring & Formatting ($25):
Apply correct date/currency formatting and column alignment.
Match structure of 02_Example_Cleaned_Profit_Loss_Format.xlsx.
3️⃣ Milestone 3 – Categorization & Financial Summaries ($20):
Classify expenses into Expend 1 and Expend 2.
Generate daily, monthly, and yearly totals.
4️⃣ Milestone 4 – Final Review & Revisions ($15):
Review calculations and verify accuracy.
Deliver final cleaned and structured dataset.