Expense Spreadsheet Financial Analysis
Budget: $30 – $250 USD
I have several detailed expense reports in Excel spreadsheet format that now needs the eye of an accountant/bookkeeper who is comfortable turning raw numbers into meaningful financial reporting inside Microsoft Excel. These expense reports are in relation to two (2) yachts that are in a charter program in the British Virgin Islands; I currently have a file for each year of operation of each yacht, beginning in January of 2024. The immediate goal is to Categorize every transaction correctly, analyze spending patterns, and present the results in a clean, reliable set of summary reports that I can reference for decision-making.
Here’s what I need from you:
• Categorize each expense line, fixing any misclassifications and merging duplicate labels.
• Build a simple, consolidated chart or summary for each category by month for the time I have owned these investments.
• Produce monthly and year-to-date summaries—pivot tables, dynamic charts, or formula-based dashboards are all welcome as long as they remain editable.
• Flag unusual items or trends that deserve a second look.
Acceptance criteria
• Final delivery is a single .xlsx file for each yacht that opens error-free in Excel 2019+.
• Original data stays intact on a separate tab for audit purposes.
• Every transaction is assigned to one clear category, and summary totals tie back exactly to the source data.
Confidential handling of all information provided is a must.
My focus is on solid financial reporting rather than tax prep or routine bookkeeping, so experience producing professional-grade management reports will weigh heavily in my selection. Let me know your expected turnaround once the data lands in your inbox, and feel free to share examples of similar Excel work you’ve completed.
Here’s what I need from you:
• Categorize each expense line, fixing any misclassifications and merging duplicate labels.
• Build a simple, consolidated chart or summary for each category by month for the time I have owned these investments.
• Produce monthly and year-to-date summaries—pivot tables, dynamic charts, or formula-based dashboards are all welcome as long as they remain editable.
• Flag unusual items or trends that deserve a second look.
Acceptance criteria
• Final delivery is a single .xlsx file for each yacht that opens error-free in Excel 2019+.
• Original data stays intact on a separate tab for audit purposes.
• Every transaction is assigned to one clear category, and summary totals tie back exactly to the source data.
Confidential handling of all information provided is a must.
My focus is on solid financial reporting rather than tax prep or routine bookkeeping, so experience producing professional-grade management reports will weigh heavily in my selection. Let me know your expected turnaround once the data lands in your inbox, and feel free to share examples of similar Excel work you’ve completed.