Enter Income and Expense Data

I have an Excel sheet that lists all of my recent income and expense transactions. I need every line entered accurately into my budgeting template and, once the data is in place, a clear monthly summary that shows totals by month and by category. Yearly trends or forecasting are not required right now—just the month-by-month view.

I’m happy for you to work directly in Google Sheets, Excel, or a similar spreadsheet tool, as long as the final numbers reconcile perfectly with the figures in my original file.

Deliverables
• Updated spreadsheet with every transaction imported
• A separate tab (or pivot table) that presents the monthly summaries
• Brief confirmation note highlighting any discrepancies found and how they were resolved

The summary totals must match the source data 100 %. Accuracy and confidentiality are essential throughout the task.