Business Expense Breakdown

I have a stack of business-related transactions that need to be turned into a clear, well-organized expense report. Only business expenses are in scope—no personal items—so accuracy and an eye for proper categorisation are essential. You will receive bank statements, receipts and any other supporting documents I have on file; from there I’d like each transaction assigned to the right cost group (think travel, office supplies, marketing, or any additional categories you recommend).

I’m flexible on the software you use—Excel, Google Sheets, QuickBooks or all work for me—as long as the output lets me see monthly totals, year-to-date figures and subtotals by category at a glance.

Deliverables:
• A clean source file with every transaction entered and categorised
• A summary sheet or dashboard showing totals by month and by category
• A brief explanation of any assumptions you made or categories you added

If you’ve handled similar breakdowns before and can turn raw data into insights I can act on, I look forward to working together.