Consolidate Income & Expense Spreadsheets
Budget / SalaryHourly project
TypeFreelance project
LocationRemote
Posted1 hour ago
I have several Excel workbooks tracking my business’s income and expenses, each in a slightly different format. The goal is to bring everything together into one clean, well-structured master file that lets me see the full picture at a glance—no more hunting through separate sheets.
Here’s what I need:
• Import every income-and-expense line from the existing Excel files.
• Standardise column headers, date formats, and categories so the data is consistent.
• Build a single consolidated sheet (or pivot-ready table) that I can filter by month, category, or account.
• Include formulas or a simple dashboard to show total income, total expenses, and net position.
The source files are all standard .xlsx, so Power Query, VBA, or even straightforward formulas are acceptable—whatever gets to a tidy, reliable result. If you see opportunities to automate future imports, I’m open to suggestions.
Deliver the finished workbook plus any scripts or connection steps you use, with a quick walkthrough so I can maintain it myself next period.
Here’s what I need:
• Import every income-and-expense line from the existing Excel files.
• Standardise column headers, date formats, and categories so the data is consistent.
• Build a single consolidated sheet (or pivot-ready table) that I can filter by month, category, or account.
• Include formulas or a simple dashboard to show total income, total expenses, and net position.
The source files are all standard .xlsx, so Power Query, VBA, or even straightforward formulas are acceptable—whatever gets to a tidy, reliable result. If you see opportunities to automate future imports, I’m open to suggestions.
Deliver the finished workbook plus any scripts or connection steps you use, with a quick walkthrough so I can maintain it myself next period.
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