Financial Transactions Excel Cleanup

Job ID: 39917983

Budget: $250 – $750 USD

I have a collection of financial-transaction spreadsheets that need to be brought into a clean, consistent, and usable format in Microsoft Excel. The raw data is already in separate Excel sheets; however, column structures vary and some entries are incomplete or duplicated.

Here is what I need:

• Consolidate all provided sheets into one master workbook without losing any information.
• Standardize column headers, date formats, currency symbols, and numerical precision.
• Identify and merge duplicate rows, flagging anything that looks ambiguous so I can review it quickly.
• Fill obvious gaps where data can be inferred (for example, missing vendor names that are clearly listed elsewhere in the same sheet).
• Organize the final workbook with filters, basic subtotals, and a summary tab that shows total income, total expenses, and net position by month.

Everything must stay inside Microsoft Office—no third-party accounting packages—so I can continue working on the file in Office 365 after you finish. A brief changelog noting key corrections or assumptions will help me follow your workflow.

Accuracy and consistency matter more to me than speed, but I would like the project wrapped up within the next week once I hand over the files. If this first batch goes smoothly, I have ongoing data-entry and cleanup work to keep you busy.