Google Sheets Expert To Set Up Accountancy Spreadsheet Summaries From Monzo Banking

Job ID: 36758566

Budget: £5 – £10 GBP

I am looking for a Google Sheets Expert to help me set up an accountancy spreadsheet summary from my Monzo banking transactions. My ideal candidate should have experience in Google Sheets and be able to provide customized analysis to meet my specific needs.

Monzo Account Set Up: Yes

Transaction Categories: I have a list of specific categories and transactions that I want to track.

Spreadsheet Summary Level of Detail: I require customized analysis to gain a detailed breakdown of my accountancy summary.

If you have experience in setting up accountancy spreadsheets and can provide customized analysis, please apply for this project.

To apply please be aware I am helping Christian charity work a lot so it would be good to have a natural heart for this .... a few words on the persecuted church would help your application ....

also second thing, can you prove to me your skills by filtering content based on text in a description column

date amount category description

can you create a filter on a given category and by the presence of a word in the description text

eg

date amount category description
100 red ball 1
200 blue
300 red ball 2

I want to create a filter which will itemise the first and third lines but ignore the middle line based on the following filter - category 'red' and description contains the string 'ball'

if you DM me your google sheets filter command / demo spreadsheet then I can select the right candidate based on
1) your profile
2) your comment about the persecuted church
3) your skill in creating a simple google sheets filter based on the criteria above

PS I already have a spreadsheet set up reading different categories, I just need help with some of the more advanced filtering.
Related categories: Data Entry Accounting Excel Finance Google Sheets