Categorize 24-Month Bank Statement Data

@hdlan

Hello! I can accurately and efficiently transcribe your bank statements into Excel and categorize every transaction. I am more than willing to provide a sample for you to assess the quality of my work. Please refer to my similar projects: https://www.freelancer.com/projects/data-entry/Data-Accuracy-Validation https://www.freelancer.com/projects/pdf/Data-Accuracy-Validation I’m available online most of the time and respond to messages within 12-24 hours. How can I help you create the Excel spreadsheet you need? Duong

@Junaid221

Hi. I can reconcile your 2 year banking statements. Kindly share the pdfs and I will start. How many many pdfs in total? Can you share the number? Lets discuss. Junaid.

@ShaikhAneesa

Hello, I have carefully reviewed your project requirements for categorizing 24-month bank statement data into Microsoft Excel. Let's chat and discuss it further. To handle your project, I will start with extracting data from the PDF bank statements and meticulously transferring it into Excel. I will then categorize each transaction under the specified headings such as property taxes, insurance, repairs & maintenance, utilities, and any additional relevant categories. Ensuring accuracy is my top priority, I will maintain consistency in dates, descriptions, amounts, and running balances to match the originals. Finally, I will provide a clean transaction register, categorized columns, a summary sheet displaying monthly spend by category, and overall totals, all in a user-friendly Excel format. Before signing-off my bid, I would like to ask a question, i.e., would you prefer any specific visualization style for the monthly totals and category splits? Best Regards, Aneesa.

@sobhad20

Ready to start now* - Delivery within 24 hours Hi There, I can do this project right now with perfectly. Kindly ping me to start your work now. Regard’s Sobha

@brashel

Hi, I can accurately convert your 24 months of bank statements from PDF into a clean, structured Excel workbook while preserving the original transaction details. I’ll enter and verify every date, description, amount, and running balance, then categorize transactions under property taxes, insurance, repairs & maintenance, utilities, and other relevant categories. I’ll keep the raw transaction register intact and create a separate summary sheet with monthly and category totals, overall totals, and a simple pivot/dashboard if useful. Accuracy and consistency will be my priority, and I’ll carefully cross-check the Excel data against the original statements before delivery. I’m ready to start as soon as you provide the PDFs.

@belarjsoufiane20

Hi, I can convert your two years of bank-statement PDFs into a clean Excel transaction register, carefully matching the original dates, descriptions, amounts, and running balances. I’ll keep the raw transaction data intact, categorize expenses such as property taxes, insurance, repairs & maintenance, utilities, and other relevant categories, and make sure “Other” is only used when necessary. I’ll also build a straightforward 24-month summary with monthly and category totals, using PivotTables, with consistent Excel formatting and validation checks to ensure the figures reconcile with the statements. Accuracy will be my priority, and I can clarify any category rules before starting.

@JustinJcob

I got you! I can accurately convert your 24 months of bank statement PDFs into a clean Excel workbook with raw transactions intact, proper expense categorisation, monthly/category summaries, and a simple pivot/dashboard if useful. I’m ready to handle the details carefully, match dates, descriptions, amounts, and balances against the originals, and keep the file easy to follow. I’m young, a fast learner, and available 24/7 for updates or revisions. Get the demo first before you pay. A couple of quick questions: Do you already have preferred category rules for vendors/descriptions, or should I create them based on transaction patterns? Also, should transfers/credits/income be included in summaries or kept separate from expenses? Let’s chat and discuss the answers so I can start with a sample right away. Kind regards, Haroon Z

@ImranAli01

Hi, I got that you are looking for a freelancer to categorize 24 months of bank statement data into Microsoft Excel, ensuring accuracy and providing a rolling 24-month view with detailed expense headings. This is what I can help you with, let's chat. My approach is to meticulously transfer each transaction from the PDF bank statements into Excel, ensuring precise matching of dates, descriptions, amounts, and running balances. Utilizing advanced Excel functions, I will create a structured format with categorized columns for each expense type specified, along with a summary sheet showcasing monthly spend by category and overall totals. The final deliverable will be a clean transaction register with a user-friendly layout, allowing for easy tracking of expenses and trends over time. As final deliverables, you will receive a comprehensive transaction register, categorized columns for each expense type, a summary sheet displaying monthly spend by category, and consistent formatting in native Excel (.xlsx) format. One thing I'd like to confirm before we start: Do you have any specific preferences for the layout of the pivot table or dashboard? Looking forward to discussing this project further with you. Regards, Imran

@carlosd178

Hello, After reviewing your requirements, I understand you need two full years of bank statement transactions accurately transferred from PDF into a clean Excel workbook, then categorised and summarised for easy monthly analysis. I have experience with Excel data processing, PDF transaction extraction, financial categorisation, reconciliation, pivot tables, and reporting. I can: • Capture every date, description, amount, and running balance accurately. • Keep a complete raw transaction sheet for future filtering. • Categorise expenses into property taxes, insurance, repairs & maintenance, utilities, and other relevant groups. • Build a 24-month summary by month and category, with clear totals and trends. • Add a simple pivot table/dashboard without making the workbook overly complex. My main focus will be reconciliation—checking imported totals and balances against the original statements so nothing is missed or duplicated. A quick question: • Should income/deposits also be categorised and included in the monthly summary, or should the reporting focus only on expenses? I can start immediately once the PDFs are provided. Best regards, Carlos.

@shayankhan333

Two years of bank PDFs usually hide the same trap: running balances that drift by a cent because a fee line was merged into the row above. I'll extract every transaction into a raw register, tag each row against your categories with an Other column only where a rule truly doesn't fit, then build a monthly pivot summary in .xlsx. A reconciliation pass against opening and closing balances catches any parser slips before delivery. I can jump in as soon as you share the PDFs. 1) Are the statements text PDFs or scanned images? 2) Want a fixed category rule sheet I can send for your sign-off first? Thanks Shayan

@novatech2210

Hey, Just finished a similar bank‑statement migration for a client—two years’ worth of PDFs turned into a clean Excel register with accurate dates, amounts, and running balances. We’ll sort each entry into Property Taxes, Insurance, Repairs & Maintenance, Utilities, and a lean “Other” column only if truly needed. I’ll build a rolling 24‑month view, add a summary sheet with monthly totals and category splits, and hook it all to a simple pivot dashboard that highlights trends. Structured tables, precise look‑ups, and conditional formatting keep the file clear and future‑proof. Multiple 5‑star reviews on complex Excel data‑entry and dashboard projects. Happy to jump on a quick call or just give you a free consultation with ideas—whichever works for you. Chris | Lead Developer | Novatech

@melopgabriel

Hi, Your project is a careful Excel migration of two years of bank statements, with accurate transaction entry and clean categorization. I understand you need every date, description, amount, and running balance matched to the PDFs, then organized into a 24-month view with monthly and category totals. I’ve handled similar spreadsheet cleanup and bank-data formatting work, where accuracy and a clear structure mattered most. I’ll build a raw transaction register first, then add consistent category fields for property taxes, insurance, repairs & maintenance, utilities, and any other relevant expense lines. After that, I’d create a straightforward summary sheet with monthly spend, category totals, and a simple pivot table or dashboard if it adds clarity without making the file hard to use. The final .xlsx will stay easy to filter and review. If you’d like, I can start by confirming the category rules before importing the statements. Best regards, Gabriel

@Snorgletast

Hello — I can help with this scoped request: Categorize 24-Month Bank Statement Data. I have two full years of bank statements in PDF format and I need every transaction moved into Microsoft Excel. Once the data is entered, I want a rolling 24-month view that clearly shows each transaction sorted under the right expense heading—property taxes, insurance, repairs & maintenance, utilities and any additional categories you feel are relevant. Accuracy matters more than speed: dates, descriptions, amounts and running balances must match the originals. After import, please summarise the totals by month and by category so I can see trends at a glance, and leave the raw transaction tab intact for future filtering. A simple pivot table or dashboard is welcome if it helps highlight the monthly totals and category splits, but keep the file straightforward enough for me to follow. Deliverables: • Clean transaction register covering the entire I will confirm the exact inputs and acceptance criteria, complete only the agreed scope, and verify the final artifact against those criteria before delivery. I will identify any missing information rather than inventing it, and I can provide a concise evidence/quality summary with the result. If that approach fits, please share any source files and the required format.

@pooja10verma

Moving 24 months of PDF bank statements into Excel while maintaining absolute accuracy—especially with running balances and exact dates—requires careful, manual verification rather than automated scripts that often introduce errors. I will structure your workbook with a raw, untouched transaction register, apply your specific categories (property taxes, insurance, repairs & maintenance, utilities), and build a clean summary dashboard for a rolling 24-month trend view without overcomplicating the file. I will also add an "Other" column only as a last resort, keeping your primary expense splits as clean as possible. Before we kick off, should we establish a threshold for what constitutes "Repairs & Maintenance" versus minor operational supplies, or will you provide a quick rule of thumb for borderline items? Let’s get this sorted—send over the PDFs and I’ll get to work.

@wiwins92

Hi, I’m a detail-oriented Virtual Assistant and Admin Support Specialist with 4+ years of experience supporting companies and departments with accurate data entry, documentation, scheduling, and spreadsheet management. For a project involving 24 months of bank statements, I understand that accuracy is more important than speed. I can carefully transfer the transactions into Microsoft Excel while maintaining consistency across the entire register. Here’s how I can help you: ✔ Enter and organize all transactions from the PDF statements into Excel ✔ Carefully match dates, descriptions, amounts, and running balances with the originals ✔ Categorize expenses such as property taxes, insurance, repairs & maintenance, and utilities ✔ Keep the raw transaction register intact so you can filter and review it later ✔ Create a clear monthly and category-based summary to help identify spending trends ✔ Use consistent Excel formatting and structure so the workbook remains easy to follow In my previous administrative work, I handled data entry and record updates with 99% accuracy, maintained organized records, and worked extensively with spreadsheets and Microsoft Office. I’m detail-oriented and comfortable reviewing data carefully to identify inconsistencies before delivery. Looking forward to hearing from you. Best regards, Wiwin

@Hanken8or

We just completed a similar project involving the meticulous transfer of financial data into Excel, ensuring every transaction is accurately categorized. Your requirement for a clean and organized transaction register aligns perfectly with my expertise. With extensive experience in data entry and Excel, I specialize in creating structured spreadsheets that maintain data integrity. I can ensure that all transactions are accurately reflected, including a detailed summary sheet that highlights monthly spending by category, while keeping the raw data intact for easy filtering. My approach will include using pivot tables to provide clear insights into your financial trends. I would like to discuss your project in further detail. Best Regards, Henco.

@NasserAmjad

Hi, I have excellent attention to detail and accuracy and proficient in creating excel files with summary displays. Thanks