One-off conversion of Word-based financials into automated, auditable spreadsheet
Budget: $30 – $250 AUD
I have a set of balance sheets and explanatory notes that currently live inside a single Word document. I need every figure and note accurately transferred into a well-structured, formula-driven spreadsheet that can be maintained month after month with minimal fuss.
This is a one-off, end-to-end clean-up and rebuild, not simple copy-paste.
Core tasks: ----
Lift all financial figures and notes from the Word document into Excel or Google Sheets
Create a clear, logical spreadsheet structure with headings and sub-headings
Separate input cells from calculated cells
Add formulas so totals, sub-totals, variances (and simple ratios where relevant) update automatically
Review & integrity check: ----
Check for arithmetic errors, inconsistencies, or broken logic in the source material
Correct obvious arithmetic issues
Flag ambiguities or inconsistencies clearly rather than guessing or inventing assumptions
Readability & usability : ----
Use bold headings and subtle colour highlights to guide the eye to totals, sub-totals, and key notes
Leave a brief legend or comments explaining any colour coding used
Keep the file readable, auditable, and easy to update
Constraints : ----
No macros unless clearly justified
No dashboards or unnecessary visualisation
Preserve the logic and content of the source material unless change is required for correctness
Deliverables : ----
Clean, fully formatted spreadsheet (Excel .xlsx or Google Sheets)
Built-in formulas for all totals and sub-totals, verified for accuracy
All balance-sheet data and explanatory notes included
One short page (or separate tab) explaining:
-How to update the sheet safely
-Any assumptions avoided or issues flagged
Once the spreadsheet matches the Word source exactly, recalculates correctly, and passes a spot-check for formula integrity, the project is complete.
Please include in your response
-Fixed price
-Estimated time required
-Your process for dealing with inconsistencies
This is a one-off, end-to-end clean-up and rebuild, not simple copy-paste.
Core tasks: ----
Lift all financial figures and notes from the Word document into Excel or Google Sheets
Create a clear, logical spreadsheet structure with headings and sub-headings
Separate input cells from calculated cells
Add formulas so totals, sub-totals, variances (and simple ratios where relevant) update automatically
Review & integrity check: ----
Check for arithmetic errors, inconsistencies, or broken logic in the source material
Correct obvious arithmetic issues
Flag ambiguities or inconsistencies clearly rather than guessing or inventing assumptions
Readability & usability : ----
Use bold headings and subtle colour highlights to guide the eye to totals, sub-totals, and key notes
Leave a brief legend or comments explaining any colour coding used
Keep the file readable, auditable, and easy to update
Constraints : ----
No macros unless clearly justified
No dashboards or unnecessary visualisation
Preserve the logic and content of the source material unless change is required for correctness
Deliverables : ----
Clean, fully formatted spreadsheet (Excel .xlsx or Google Sheets)
Built-in formulas for all totals and sub-totals, verified for accuracy
All balance-sheet data and explanatory notes included
One short page (or separate tab) explaining:
-How to update the sheet safely
-Any assumptions avoided or issues flagged
Once the spreadsheet matches the Word source exactly, recalculates correctly, and passes a spot-check for formula integrity, the project is complete.
Please include in your response
-Fixed price
-Estimated time required
-Your process for dealing with inconsistencies