Excel Financial Data Organizer
Budget: £250 – £750 GBP
I have several months of raw financial figures that must be entered into Excel and shaped into a clear, reliable system. The core of the job is data entry and organization, but not in a purely clerical sense—I need a well-structured workbook that lets me (1) build and revise budgets and forecasts, (2) track day-to-day expenses and income, and (3) generate polished financial reports on demand.
Here is what I will supply: bank statements, receipts in PDF/CSV form, and a few ad-hoc spreadsheets. Your role is to consolidate everything, check for obvious errors, assign consistent categories, and then build the formulas, pivot tables, and summary dashboards that turn the data into insight.
Deliverables
• Clean, normalized data sheets with every transaction accurately recorded
• Dynamic budget & forecast model that I can update each month
• Automated expense/income tracker with running balances and category totals
• At least two ready-to-print financial reports (P&L and cash-flow summary) driven entirely by the organized data
Acceptance criteria: All figures must reconcile with the source statements, formulas must be transparent and well-commented, and the workbook should work in current versions of Excel for Windows and Mac without add-ins.
If you are comfortable handling end-to-end financial data organization in Excel and can return a file that is immediately useful, I’m ready to get started.
Here is what I will supply: bank statements, receipts in PDF/CSV form, and a few ad-hoc spreadsheets. Your role is to consolidate everything, check for obvious errors, assign consistent categories, and then build the formulas, pivot tables, and summary dashboards that turn the data into insight.
Deliverables
• Clean, normalized data sheets with every transaction accurately recorded
• Dynamic budget & forecast model that I can update each month
• Automated expense/income tracker with running balances and category totals
• At least two ready-to-print financial reports (P&L and cash-flow summary) driven entirely by the organized data
Acceptance criteria: All figures must reconcile with the source statements, formulas must be transparent and well-commented, and the workbook should work in current versions of Excel for Windows and Mac without add-ins.
If you are comfortable handling end-to-end financial data organization in Excel and can return a file that is immediately useful, I’m ready to get started.