Find Jobs
Hire Freelancers

Bank Statement Excel Analyser - monthly, quarterly and annually

$30-250 USD

Closed
Posted about 4 years ago

$30-250 USD

Paid on delivery
I need an excel with micros or formula to analysis my bank statement, I can share the description of my purchases with bank format then I can use this excel on monthly bases with only copy the data and the excel will analyse it to know my monthly expenses and categories and savings. Like grocery, road toll, utilities. It should maintain all the months and in the workbooks like January, February etc and 2020 Full Year so the excel should contain, monthly expenses with all details monthly report, then Quarterly report and Full-year report with charts and graphs. all the calculations with salary and other incomes so we need income and expenses (which will be analysed automatically) The excel should have the analysis capabilities and categories for example 1- transportation -> Fuel or road toll or car maintenance The sources of the expenses are from 2 bank accounts and 2 visa cards this includes full analysis between them I want the excel to have best practices, Thanks,
Project ID: 24216932

About the project

49 proposals
Remote project
Active 4 yrs ago

Looking to make some money?

Benefits of bidding on Freelancer

Set your budget and timeframe
Get paid for your work
Outline your proposal
It's free to sign up and bid on jobs
49 freelancers are bidding on average $154 USD for this job
User Avatar
Greetings! I am qualified accountant with ten years of experience in accounting and excel. I will prepare an excel workbook which will compile your expenses on monthly and quarterly basis. Please message me to discuss further. Thank you.
$222 USD in 3 days
5.0 (169 reviews)
7.9
7.9
User Avatar
Hi I've worked in Hamriya Free Zone as bookkeeper and have been using Excel since 2003. I can create an Excel sheet where you'll only need to paste data from bank statement and it'll generate the required reports automatically. Please send me chat with sample of statement and your required reports. Thanks
$200 USD in 3 days
5.0 (409 reviews)
7.8
7.8
User Avatar
Hello, my name is Andres and I work as a data scientist here in the team. I'm highly skilled and proficient with Excel and have created various personal and company finances management tracking tools in the past. Would be great to help you with this, I'm already looking forward to working on it! Let's chat to discuss the details if you find our profile suitable Thanks in advance!
$200 USD in 10 days
4.9 (180 reviews)
7.8
7.8
User Avatar
Hi there,I am Excel MAcros expert from Bosnia & Herzegovina,Europe. I have carefully gone through with your requirements and I would like to help you with this project ! I can start immediately and finish it within the agreed deadline. Check out my profile and former clients feedback - that'll let you know everything about me. Please feel free to initiate the chat so that we can discuss further details. Thank you for taking the time to read my proposal.I am looking forward to hearing from you. Best regards, Miljan
$140 USD in 7 days
4.9 (162 reviews)
7.8
7.8
User Avatar
I can definitely help you analyze your statements using Excel based advance formulas and Macros. I am a professional Financial Analyst and Excel expert holding years of experience in utilizing advance level tools and functions of Excel (including VBA and Macro) to perform Data Analysis, Data Visualization, Financial Analysis, Financial Modeling and various types of Analysis, Automation and complex calculations. I will be happy to discuss in detail how I am highly suitable for this project.
$100 USD in 1 day
4.8 (342 reviews)
7.5
7.5
User Avatar
Hi, Nice to know your requirement. I am an excel vba, vb6 professional and have delivered over hundred excel vba projects in the last one year. Willing and looking forward to working with you. Thank you, Regards.
$140 USD in 4 days
5.0 (191 reviews)
7.0
7.0
User Avatar
Hi, Reading your project description about building a Bank Statement Excel Analyser - for your monthly, quarterly and annually reports make me feel like you have me in mind when creating the project. I have all it takes to deliver. I have vast experience working on similar projects and I am confident I can exceed your expectations. I am passionate about flawless results and I can assure you of a job well done. I can continue telling you about how highly experienced and qualified I am. But I’m sure you need more than that. Before you award this project, I can complete a sample of the job so you can be sure you’ve entrusted your job in the best hands. No commitments required! I’d love to discuss more on what would make this project a success for you. Can we have a quick chat? Thanks for your time.
$150 USD in 7 days
4.9 (78 reviews)
7.1
7.1
User Avatar
Hello, I would like to develop you excel tools which categorize all your transaction based on descriptions. Devloped functions include: -Import and Bank Statement -Categorize Transactions -Summarize All the Charts -Dashboard I am a self-starter and ready to start working with you. Kind Regards Gopal
$300 USD in 10 days
4.9 (60 reviews)
6.9
6.9
User Avatar
Hi, Keen to work on this project. I am well versed with writing macros in Excel, Word etc.. I have used written macros extensively for Excel, MS Word, PowerPoint etc. for automation of various tasks. I have done good amount of work in Excel macro handling. It includes, extracting information from text files, transferring info in to excel, E-commerce templates, sending email through Outlook, Image handling, Shapes variation, Pivot Tables, Data Scrapping from websites, data extraction for multiple Excel sheets and consolidating in a central sheet.etc.I have also handled various Excel tasks. It includes creation of formulas using arrays, Pivot table creation, Creation of graphs, Filtering, Removing duplicates, Data analysis, Data entry works, etc. I have more than 15 years of experience to my credit. I would be happy to answer any queries that you may have. Looking forward to working with you. Thanks
$125 USD in 4 days
4.9 (125 reviews)
6.5
6.5
User Avatar
"I am a Professional Financial analyst as well as Accountant and Certified QuickBooks ProAdvisor. I have a Bachelors and Masters degree in Accounting. I have been an accountant for over 7 years". I provide a variety of services, including: - Monthly Bookkeeping - Bank Reconcillation - Payroll Services - Set Up Quickbooks Accounting S/W - Financial Analysis Reports - Financial Modelling & Projections - Invoicing & Purchasing Orders - Tax Returns & Auditing - Ratio Analysis. - Audit Reports. - Business Analysis. - Excel Analysis. - Excel VBA and macro's.
$150 USD in 1 day
4.7 (120 reviews)
6.6
6.6
User Avatar
Hello! Best Candidate for you, I am a practicing Accountant having 4years of experience, and am a expert in Finance/Bookkeeping/Excel/VBA/Business Analyst.I can meet all requirement of the project. Please ping me for further discussion
$94 USD in 2 days
5.0 (63 reviews)
5.6
5.6
User Avatar
Hi I am a very experienced statistician, data scientist and academic writer. I have completed several PhD level thesis projects involving advanced statistical analysis of data. I have worked with data from several companies and have done projects involving high level quantitative analysis and data interpretation skills to study the trends, time behaviour and compare the variables in the data. I can do advanced level analysis in SPSS, R, PYTHON, WEKA, TABLEAU, POWER BI, and EXCEL tools like machine learning, deep learning, AI, NLP, hypothesis testing, forecasting, T-test, ANOVA etc. Looking forward to discussion, Best Regards, Suyash
$250 USD in 7 days
4.9 (17 reviews)
5.4
5.4
User Avatar
Hi sir/madam, I am a Certified Public Accountant with experience in public practice; bookkeeping, audit, tax and payroll. With my expertise in Excel application, I assure the task will be done and will satisfy you within the given timeline. I can send you my CV upon request. Regards!
$150 USD in 4 days
5.0 (41 reviews)
5.0
5.0
User Avatar
Hi Employer, I will make an excel spreadsheet that will work as an accounting software for you. I am a Chartered Accountant with 9 years of experience. I have worked on several similar projects , and can deliver quality spreadsheets to tight deadlines. I'm interested to hear more about the project. If you award me the project I'd be very happy to discuss this further and get started for you as soon as possible. Thanks! Zaman
$150 USD in 8 days
5.0 (20 reviews)
4.6
4.6
User Avatar
Hello There, I am very interested to your project. I am full-time freelancer, available & ready to work on your project to create excel analyzer to analyze your monthly, quarterly and yearly bank statement as per your need. I assured that you will be get high quality/high accuracy/high turn around service with reasonable price. please ping me to discuss further. Thank you Best Regards, GS Anggara
$150 USD in 3 days
4.9 (27 reviews)
4.3
4.3
User Avatar
Greetings, Throughout my 35+ years career, I have used Excel extensively to manage the programs / projects / actions and the reporting requirements. Normalized/cleaned up lot of data, collected from various sources and made it easily usable using Excel. Provided numerous solutions using Excel in the area of Budgets, Actual, Revenue Projection, Billing, Gross margins, Project Estimates / Plan / Monitoring / Reporting, Performance Assessments, Resource Management, Time sheets etc. These required me to use lot of functions & formulas and very innovative Pivot table features. I do analyse my own Income and expenses and I understand your expectations and it can be delivered in 1 day. Please refer to my portfolio "My Expenses" as a reference. I assume you have the Bank account and Card expenditure tracked in Excel. Keen to take up this assignment. With this Bid Amount, I commit to 5-6 hours of support. If the assignment gets over before that, we can use the remaining time for any other tasks you have. if proposed terms are the problem, we can discuss the same. Thank you for taking the time to read my proposal. Warm Regards
$140 USD in 1 day
5.0 (3 reviews)
2.6
2.6
User Avatar
Hi, I am a graduated man on Economics & Commerce, and also I'm studying Statistics at the university for my second graduation. I think therefore to have a specific skills for this kind of job. I think that I don't have any problem to complete this work quickly and with a very quality work. If you are interested to collaborate with me, please contact me with a private message to explain to me the details.
$125 USD in 4 days
4.8 (1 review)
2.9
2.9
User Avatar
Hello. How are you? I have read your proposal carefully. Excel and Vba is familiar with me. I can help you. Sure the perfect result. Looking for your reply. Thank you.
$140 USD in 7 days
5.0 (1 review)
2.4
2.4
User Avatar
Hi, Greetings! I would like to express my interest on this project posted here. Please provide me the requirements of your project for me to understand more. I can start working immediately on this project if needed. I hope you will consider my application. Thank you for your time. Sincerely, Gamaliel
$30 USD in 3 days
4.6 (2 reviews)
2.0
2.0
User Avatar
Hi there, The Analysis of your income and expenses based on the statements is easy and can do the best analysis and visualizations to convert your statements to a meaning full information regarding your expenses and incomes based on the different categories. About my self: I am an experienced data/Business analyst and expert in SQL, MS Access, Excel, Google Sheets, Power BI, Tableau, Office365, SQL server analytics services. As I am new to the platform, I focus on references rather than money at this stage. I will really appreciate your consideration for the project. Please feel free to contact me if you have any questions. Regards, Bakulkumar Patel
$250 USD in 3 days
5.0 (2 reviews)
0.9
0.9

About the client

Flag of UNITED ARAB EMIRATES
Sharjah, United Arab Emirates
5.0
21
Payment method verified
Member since Apr 27, 2018

Client Verification

Thanks! We’ve emailed you a link to claim your free credit.
Something went wrong while sending your email. Please try again.
Registered Users Total Jobs Posted
Freelancer ® is a registered Trademark of Freelancer Technology Pty Limited (ACN 142 189 759)
Copyright © 2024 Freelancer Technology Pty Limited (ACN 142 189 759)
Loading preview
Permission granted for Geolocation.
Your login session has expired and you have been logged out. Please log in again.