Merge Bank Statements Chronologically

$10-12 USD

Closed

Posted 7 days ago

$10-12 USD

Paid on delivery

I have three separate bank statement files in Excel. Each one already shows individual receipt amounts alongside several categorical tags. I need every transaction pulled into a single worksheet, lined up strictly by date from earliest to latest. Only a subset of the existing categories is relevant—I’ll point out which ones after we start—so please copy those and ignore the rest. The finished workbook should let me filter or sort on date, amount, description, and the preserved category column without breaking any formulas. Deliverable: • One clean Excel file containing all three statements merged into a single, chronologically ordered sheet with the specified categories intact and no duplicate rows.

Data Entry

Excel

Project ID: 40702990

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4 proposals

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Active 7 days ago

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4 freelancers are bidding on average $10 USD for this job

@sabaehsan

Greetings, I’d be happy to help you merge your three bank statements into a single, organized Excel sheet. It looks like you need all transactions combined chronologically, while keeping only the relevant categories that you’ll specify. My approach would involve carefully consolidating the data, ensuring that each entry is sorted by date, and maintaining the integrity of your specified categories. With my experience in data entry and Excel, I can make sure the final workbook allows for easy filtering and sorting without breaking any formulas. I pay attention to detail, which will help eliminate duplicate rows, giving you a clean and efficient document to work with. Looking forward to collaborating with you on this! Best regards, Saba Ehsan

$11 USD in 2 days

5.0

(4 reviews)

4.5

@meerimb

Hello, I can merge the three Excel bank statements into one clean worksheet, sort all transactions from earliest to latest, preserve the relevant category column, and remove duplicate rows. I will keep the date, amount, description, and category fields easy to filter and sort without breaking the workbook. I work carefully with financial data and can deliver the completed file within 2 days.

$10 USD in 2 days

0.0

(0 reviews)

0.0

@surya8527

Hi, I have 4 years of experience in Excel and data entry. I can accurately merge your three bank statements into one clean, chronological worksheet with no duplicates. Ready to start immediately.

$10 USD in 1 day