Organize and Analyze 4 Years of Transactions
Budget: $10 – $30 USD
I have 4 years of account transactions, provided in an Excel sheet, that need to be organized. The task involves categorizing both incoming and outgoing payments, broken down by year. The goal is to clearly identify the total incoming payments for each year and categorize outgoing payments as expenses. Additionally, I would like an analysis of the data to determine common expenses across the years. This will help provide a clear overview of the financial flow and assist with year-end reporting.
I need the final report in both Excel and PDF formats. Outgoing payments should be grouped into the following categories:
- Office supplies
- Utilities
- Travel
- Marketing
- Software subscriptions
- Payroll
- Rent
- Equipment
- Miscellaneous expenses
Furthermore, I would like a visual representation of the data, including charts and graphs, alongside the raw data analysis.
Ideal candidates for this project should have:
- Proficiency in Excel with experience in data organization and analysis
- Ability to create visually appealing and informative charts and graphs
- Experience in categorizing financial data
- Excellent attention to detail.
I need the final report in both Excel and PDF formats. Outgoing payments should be grouped into the following categories:
- Office supplies
- Utilities
- Travel
- Marketing
- Software subscriptions
- Payroll
- Rent
- Equipment
- Miscellaneous expenses
Furthermore, I would like a visual representation of the data, including charts and graphs, alongside the raw data analysis.
Ideal candidates for this project should have:
- Proficiency in Excel with experience in data organization and analysis
- Ability to create visually appealing and informative charts and graphs
- Experience in categorizing financial data
- Excellent attention to detail.