Bank Statement Excel Entry
Budget / Salary$250–750
TypeFreelance project
LocationRemote
Posted58 minutes ago
I’m looking to have several bank statements transcribed into a single Excel workbook. Every individual transaction—date, payee/description, and amount—must be captured without omission. To keep things organized, I’d like one worksheet per statement so the file mirrors the original document order.
You will receive the statements as PDFs; simply convert and key everything in. Accuracy and consistency are paramount because I’ll be importing this data into my bookkeeping system later.
Deliverables
• An Excel (.xlsx) file with a separate, clearly named sheet for each statement
• Columns laid out as Date | Description | Amount, preserving the original sequence found on the statements
• Clean numerical formatting (no stray symbols, text, or spacing issues)
I’m happy to answer clarifying questions and will review the first completed sheet before you proceed with the rest so we both stay aligned on format and quality.
You will receive the statements as PDFs; simply convert and key everything in. Accuracy and consistency are paramount because I’ll be importing this data into my bookkeeping system later.
Deliverables
• An Excel (.xlsx) file with a separate, clearly named sheet for each statement
• Columns laid out as Date | Description | Amount, preserving the original sequence found on the statements
• Clean numerical formatting (no stray symbols, text, or spacing issues)
I’m happy to answer clarifying questions and will review the first completed sheet before you proceed with the rest so we both stay aligned on format and quality.
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