Collate Bank Statement Headings
Budget / Salary£20–250
TypeFreelance project
LocationRemote
Posted1 hour ago
I have several bank-statement exports already sitting in Excel, and I need them re-worked so that every line falls under a clear heading grouped by transaction type (e.g., deposits, withdrawals, fees, interest). Under each heading the balance after the transaction must remain visible, so please preserve that column and make sure figures continue to calculate correctly once everything is sorted.
Mohamed Sadek, you recently completed a very similar exercise for my colleague Alan Redpath, and I’d like to keep the workflow consistent by having you handle this set as well. The job is straightforward: tidy up the existing sheets, insert or adjust the headings, confirm formulas still work, and return a clean Excel workbook ready for review.
Deliverable:
• One consolidated Excel file with transactions grouped by type and the post-transaction balance clearly displayed.
Mohamed Sadek, you recently completed a very similar exercise for my colleague Alan Redpath, and I’d like to keep the workflow consistent by having you handle this set as well. The job is straightforward: tidy up the existing sheets, insert or adjust the headings, confirm formulas still work, and return a clean Excel workbook ready for review.
Deliverable:
• One consolidated Excel file with transactions grouped by type and the post-transaction balance clearly displayed.
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