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My immediate priority is day-to-day management of our household money. All transactions already flow into Mint (I’m open to switching to YNAB), but the data needs real care—categorising expenses, reconciling balances, flagging unusual charges and, most importantly, guaranteeing every bill is settled before its due date. During the first month the deliverables are simple: • A live budget inside the app that mirrors actual income, fixed costs, discretionary spending, and allocates separate funds towards savings, debt payments, and investments • A concise weekly report showing category progress and cash-flow outlook. • An automated or clearly documented process that triggers each payment and sends me prompt confirmation. Once the finances run smoothly the scope will grow naturally into calendar upkeep, appointment scheduling, email management, and light online research. If the collaboration continues to feel seamless, support will extend to my catering company—researching event opportunities, contacting organisers, submitting vendor applications, triaging email and keeping social media channels active. Social media management and/or Canva experience is a bonus but not necessary. Full access to Mint/YNAB, Google Drive, calendars, purchasing account, and email will be provided. Clear communication, respect for sensitive information and consistent follow-through are essential. Pay will also increase gradually as more responsibilities are added. Let me know your experience working with personal finances/household management, and any skills you possess on the business side, and we can set up a quick kickoff call.
Project ID: 40564762
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37 freelancers are bidding on average $11 USD/hour for this job

Hi, I have experience with budgeting, expense tracking, spreadsheet management, administrative support, calendar coordination, and research. I’m detail-oriented and comfortable categorizing transactions, reconciling accounts, tracking bills, preparing weekly financial reports, and maintaining organized records while handling sensitive information with confidentiality. I also have experience with email management, scheduling, social media support, Canva, and business administration, making it easy to take on additional responsibilities as your needs grow. Looking forward to hearing from you.
$12 USD in 40 days
9.1
9.1

Having managed personal and professional finances for over a decade, your financial wellbeing and peace of mind are my topmost priority. With an in-depth understanding of accounting principles and hands-on experience with financial management software like YNAB and Mint, I'll ensure your finances are expertly organized, documented, analyzed and maintained timely. My proficiency with Excel will guarantee accurate categorization of expenses, reconciliation of balances, quick identification of anomalies, and prompt payment of bills before their due dates. Beyond flawless bookkeeping, my skill set extends to a range of administrative tasks that your project scope naturally encompasses. I've adeptly managed calendars, appointments, emails while effectively coordinating events and conducting online research. This precisely aligns with your expanding requirements revolving around calendar upkeep, appointment scheduling, email management, and light research. Moreover, my experience in catering for business ventures can further benefit you by researching event opportunities, contacting organizers and submitting vendor applications. I may not have the Canva experience required for social media management but can definitely ensure its smooth functioning alongside other tasks.
$15 USD in 40 days
8.2
8.2

Hi There, Your role is a great fit for our team. We have hands-on experience managing day-to-day bookkeeping, personal finance tracking, reconciliations, expense categorisation, bill monitoring, and cash flow reporting. We can provide clear weekly financial summaries, reconcile balances, flag unusual transactions, and ensure bills are tracked and paid on time through a documented workflow. Our team includes Certified QuickBooks ProAdvisors and Certified Xero Advisors, bringing strong financial systems expertise and attention to detail. As your needs grow, we can also assist with calendar management, email organisation, research, and social media support. Please note that tax preparation, tax filing, and payroll processing are not included in our service scope and we operate from 9:30 AM to 6:00 PM IST, Monday to Saturday. Hit me up and we can talk in detail. Regards, Nikita and her team at Affiliazion (D)
$8 USD in 40 days
8.1
8.1

Hi, I have carefully read your project description and understand your requirements. I am confident that I can help you manage your household finances accurately while building reliable systems that keep your bills, budget, and cash flow organized. I am a CPA and CBA qualified accountant with over five years of experience in bookkeeping, budgeting, bank reconciliations, financial reporting, and financial analysis. I have extensive experience categorizing transactions, reconciling accounts, preparing cash flow reports, and identifying discrepancies to ensure financial records remain accurate and up to date. I can help you maintain a realistic budget in Mint or YNAB, categorize all income and expenses, monitor savings, debt repayments, and investments, and provide concise weekly reports showing spending progress and cash flow. Beyond personal finance, I have experience providing administrative support, managing calendars, organizing documents, handling email, conducting online research, and supporting business operations. I am proficient in Microsoft Excel, Google Sheets, Google Workspace, and a variety of cloud-based accounting platforms, including QuickBooks Online, Xero, Wave, Sage, Zoho Books, KashFlow, Kashoo, and AppFolio. I can also assist with vendor research, email management, and administrative tasks for your catering business as your needs grow. Please open the chat so we can discuss your requirements further. Thanks & Regards, Mussadiq Hussain
$10 USD in 40 days
6.9
6.9

Hello, I am a virtual assistant with experience in household financial management using Mint and YNAB. I will categorise transactions, reconcile balances, flag unusual charges, ensure bills are paid before due dates, and build a live budget. I will provide a weekly report. I have experience with calendar management, email triage, research, and social media (Canva). I can also support your catering company with event research, vendor applications, and social media. I am comfortable with sensitive information and consistent follow‑through. Please share access to your financial tools. I can start immediately. Thank you. Regards, Zafar
$8 USD in 40 days
6.2
6.2

Hi, I can help keep your household finances organised, accurate and on time, with clear weekly updates so nothing gets missed. I’ll categorise Mint/YNAB transactions, reconcile balances, flag unusual charges, maintain a live budget for income, fixed costs, discretionary spending, savings, debt and investments, and document a reliable bill-payment reminder/confirmation process. I’m also comfortable expanding into calendar upkeep, email/admin support, research, and light business support for your catering company once the finance workflow is stable. I treat financial access and personal information with real discretion and consistency. One quick question: are you currently leaning toward staying with Mint or moving fully to YNAB?
$8 USD in 30 days
6.2
6.2

Hi, I have strong experience in personal finance management, bookkeeping, and administrative support, and I can help bring structure and clarity to your household budget. I’m skilled in Mint and YNAB, as well as Excel, and can categorise expenses, reconcile balances, flag unusual charges, and ensure every bill is settled on time. My focus is on building a live budget that mirrors actual income, fixed costs, discretionary spending, and allocations for savings, debt, and investments. You can expect concise weekly reports showing category progress and cash‑flow outlook, along with a documented process for payments and confirmations. Once finances are running smoothly, I can seamlessly expand into calendar upkeep, appointment scheduling, email management, and light research. I also have experience supporting small businesses with event research, vendor applications, and social media management, including Canva. If you’re looking for a reliable assistant who combines financial discipline with broader organisational support, I’d be glad to help. Best regards, Jessica
$8 USD in 40 days
4.9
4.9

Hi there, Hope you are doing well. You are looking Accountant/Bookkeeper for your organization. I have the expertise to manage this job at a very reasonable cost. I have 18 years of experience in Accounting, Finance, and Administrative work. I can immediately join this job and assure you that I will be conveniently available 24/7 for this job. I have a master's degree in accounting & finance. I am a Certified QBO ProAdvisor and have expertise in Xero, & Wave. I have excellent writing and oral communication skills. I have a specialization in bookkeeping with the following services. - Clean up your business accounting books. - Recording, Categorizing transactions, and reconciling bank accounts and cards. - Connecting/uploading bank and credit card statements for categorizing, transferring, and matching the transaction, with the use of Rules and receipts tabs make an easy way to complete and reconcile transaction data within a time limit. - Creating customized invoices, managing the sales center by sending the invoices to customers via e-mail speeding the tracking payment via payment links, and managing receivables to know the cash flow situation by upcoming payments. - Managing the vendor center by anticipating the payment cycle from purchase order to create payment of vendor and reconciliation. - Prepare monthly, Quarterly, and annual financial, cash flow, Accounts receivable, and payable management reports. INVITE ME TO YOUR JOB!!! Muhammad Adnan
$12 USD in 40 days
4.9
4.9

Hello, I'd love to help you manage both your household finances and, as the role grows, your administrative and business tasks. I have experience working with financial data in spreadsheets and budgeting tools, including expense categorization, transaction reconciliation, budget tracking, and creating clear weekly financial reports. I'm highly proficient with Excel, Google Sheets, Google Drive, and online research, and I'm comfortable learning or working within Mint or YNAB to maintain an accurate, up-to-date budget. For your first month, I can: - Organize and categorize transactions accurately. - Reconcile balances and identify unusual or duplicate charges. - Build and maintain a live budget reflecting income, fixed expenses, discretionary spending, savings, debt payments, and investments. - Prepare concise weekly reports highlighting spending trends, budget progress, and cash-flow forecasts. - Create a reliable, documented workflow for bill payments and confirmations to ensure every payment is made on time. As responsibilities expand, I'm also happy to assist with calendar management, appointment scheduling, email organization, online research, and administrative support. Additionally, I can help your catering business by researching event opportunities, preparing vendor applications, managing email inquiries, and supporting your social media presence. I also have experience using Canva to create clean, professional graphics when needed.
$8 USD in 40 days
4.5
4.5

While my primary skills lie in designing and building web applications, I've always believed in the value of versatile expertise. My experience aligns with your growing scope, whether it's upkeeping calendars, light research, or social media management. And though my experience lies predominantly within the business side of things, this can be of immense help in managing your catering company's online presence by researching event opportunities, contacting organizers, triaging emails and keeping social media channels active, moreover my familiarity with Canva is a bonus. What sets me apart from other candidates is my commitment to long-term stability and scalability for every platform I build. This mindset extends to every project -- personal or professional. So you can trust that when you choose me as your finance and admin assistant, you won't just be getting a task manager, but a partner who'll systematically improve your system's performance and ensure that it remains efficient as your needs expand. With me on board, you can expect clear communication throughout the project, reliable delivery and ultimately - a solid financial process. So let's not just create a budget- let's build a strong financial foundation for your household together!
$12 USD in 40 days
3.8
3.8

Hi, This is a great fit for me. Careful money management, clean categorization, reconciled balances, unusual charges flagged, and every bill paid before its due date is exactly the detail-driven work I do best, and with household finances, the trust and follow-through matter as much as the numbers. I'm a certified QuickBooks Online ProAdvisor (also Xero certified) with 10+ years of experience and very comfortable with budgeting tools. Since Mint has been discontinued, switching to YNAB is a sensible move, and I'd set it up from scratch: a live budget mirroring your actual income, fixed costs, and discretionary spending, with separate allocations for savings, debt, and investments. You'd get a concise weekly report on category progress and cash-flow outlook, plus a clearly documented payment process so every bill triggers on time with prompt confirmation to you. The wider VA work is familiar territory: calendars, scheduling, email, research, so growing the role would be smooth. And for your catering company, I can research event opportunities, contact organisers, submit vendor applications, triage email, and keep social channels active. I've used Canva too, so light design is covered. Discretion with sensitive information is a given. Happy to set up a quick kickoff call whenever suits you. Best, Samiha
$12 USD in 40 days
3.7
3.7

Managing personal finances requires accuracy, consistency, and trust. My goal is to keep your budget up to date, ensure bills are paid on time, and provide clear financial visibility so you can focus on your personal and business priorities with confidence. As an Executive Assistant and Virtual Assistant, I have experience managing administrative operations, organizing financial records, maintaining spreadsheets, coordinating schedules, handling email management, and supporting business owners with day-to-day operations. I'm proficient with Google Workspace, Microsoft Excel, Google Sheets, calendar management, online research, and document organization, and I quickly adapt to new tools, including Mint or YNAB. For your project, I will accurately categorize transactions, reconcile balances, monitor unusual charges, track due dates, and maintain a live budget that reflects your income, expenses, savings, debt payments, and investments. I'll provide concise weekly reports, maintain a reliable payment tracking process, and communicate proactively to ensure nothing is overlooked. As your needs grow, I'm equally comfortable supporting calendar management, email organization, online research, vendor outreach for your catering business, and administrative coordination. I value confidentiality, attention to detail, and long-term collaboration, and I'm available to start immediately.
$12 USD in 20 days
2.9
2.9

Dear Hiring Manager, I am excited to apply for the **Household Finance & Admin Assistant** position. With over 10 years of professional experience in administration, organization, data management, and client support, I am confident in my ability to manage your household finances with accuracy and confidentiality. I have experience tracking expenses, reconciling financial records, organizing budgets, and ensuring important deadlines are never missed. I am detail-oriented, highly organized, and comfortable working with digital tools such as Google Drive, spreadsheets, calendars, and online management platforms. I can quickly adapt to Mint or YNAB and provide clear weekly financial reports, payment tracking, and cash-flow updates. As responsibilities expand, I can also assist with calendar management, email handling, online research, vendor communication, and social media support. I value clear communication, reliability, and long-term collaboration, and I would welcome the opportunity to discuss how I can support your household and business operations. **RUBEL UDDIN**
$12 USD in 40 days
3.4
3.4

Hi Sir, I’m excited to apply for your Virtual Assistant role. With over 5 years of experience in bookkeeping support, expense tracking, budget management, administrative assistance, and calendar/email management, I can help keep your personal finances organized and ensure bills, reconciliations, and reports are handled accurately. I’m proficient with Excel, Google Workspace, QuickBooks, and financial tracking tools, and I’m comfortable learning Mint or YNAB. I also have experience with web research, Canva, social media management, and business support, making me a reliable long-term partner as your responsibilities grow.
$12 USD in 40 days
2.7
2.7

Hi, I'd love to support you with both your personal finances and the long-term administrative side of your business. I'm highly organized, detail-oriented, and enjoy creating reliable systems that keep everything running smoothly. I can manage your budget by categorizing transactions, reconciling balances, monitoring spending, tracking upcoming bills, and preparing clear weekly cash flow reports. I'm comfortable working with spreadsheets, Google Workspace, and administrative workflows, and I'm happy to learn your preferred budgeting platform, whether that's Mint or YNAB. As the role expands, I can also assist with calendar management, email organization, online research, document management, event research, vendor applications, and social media support. I have experience using Canva, Meta Business Suite, Trello, Notion, Google Sheets, and Google Drive, allowing me to handle both personal and business tasks efficiently. I understand the importance of confidentiality when managing financial information and always prioritize accuracy, clear communication, and consistent follow-through. I'd be happy to grow with you as your needs evolve and build systems that save you time while keeping everything organized. I look forward to discussing how I can support you. Best, Tisa
$8 USD in 40 days
2.8
2.8

Hello, I can help you organize and manage your household finances by maintaining an accurate budget, tracking expenses, reconciling accounts, and ensuring every bill is paid on time. My approach is proactive, focusing on clear financial visibility, reliable workflows, and practical reporting so you always know where your money is going. My services include: • Budget management in Mint or YNAB • Expense categorization and account reconciliation • Bill tracking and payment workflow management • Weekly cash flow and budget reporting • Administrative support as responsibilities expand I have experience with budgeting, bookkeeping, financial reporting, account reconciliation, and administrative support. I am also comfortable assisting with calendar management, email organization, online research, and business support, including opportunity research, vendor applications, and document management as your needs grow. Please share your preferred budgeting platform, current workflow, number of accounts to manage, and your expected weekly hours, and I can begin immediately.
$9 USD in 40 days
2.4
2.4

Hello, With over 6 years of experience as a Virtual assistant, I have a strong focus in personal finance management and household budgeting. What I Can Do for You: - I will manage your household money by categorizing expenses, reconciling balances, and flagging any unusual charges. - My initial deliverables will include setting up a live budget in Mint (or YNAB) that reflects your actual income and expenses, providing a concise weekly report on category progress and cash flow, and establishing a documented process for timely payments with prompt confirmations. - As we streamline your finances, I can expand my support to include calendar management, appointment scheduling, and light online research. An advantage is my proficiency in using budgeting tools like Mint and YNAB, as well as Google Drive for document management. Regards, Blessing
$8 USD in 40 days
1.8
1.8

Hello, I understand you're looking for someone who can take ownership of your personal finances, ensuring transactions are accurately categorized, accounts are reconciled, bills are paid on time, and your budget remains organized while maintaining complete confidentiality. I'm Waqas Aziz, a Bachelor's graduate in Accounting & Finance with 2+ years of practical experience at a leading tax and bookkeeping firm. I have hands-on experience with transaction categorization, bank reconciliations, budgeting, financial reporting, cash flow monitoring, and preparing clear financial summaries. I'm comfortable working with cloud-based accounting and finance tools and can quickly adapt to Mint, YNAB, or any platform you prefer. I can help you with: Maintaining an accurate household budget with separate allocations for savings, debt, and investments. Categorizing transactions, reconciling balances, and identifying unusual charges. Ensuring bills are tracked and paid before their due dates. Preparing concise weekly cash flow and budget progress reports. Establishing a reliable payment workflow with clear confirmations. I believe a brief discussion would help me better understand your workflow and expectations. I'd be happy to discuss how I can support both your personal finances and future business operations. Please feel free to review my profile. I look forward to speaking with you. Best regards, Waqas Aziz.
$12 USD in 40 days
1.7
1.7

Hi, This sounds like a great fit. I like that you're looking to build a reliable system first—keeping transactions organised, making sure every bill is paid on time, and providing clear weekly updates—before expanding into broader personal and business support. I have experience managing and organising financial data, including recently creating a detailed Excel-based personal expense tracker for a client across two bank accounts, with categorisation and spending tracking. While I haven't worked with Mint or YNAB specifically, I've used other finance and productivity software and I'm confident I can learn either platform quickly. I'm detail-oriented, comfortable handling sensitive financial information, and I understand how important consistency is when it comes to budgeting, reconciliations, and payment tracking. As your needs grow, I'd also be happy to assist with calendar management, email, research, and business administration for your catering company. I'd be happy to discuss your workflow and see how I can help make everything run smoothly. Many thanks. Sadia Khawaja
$12 USD in 40 days
1.3
1.3

I'm thrilled to come across this project as I believe my experience in both accounting and virtual assistance makes me the perfect fit for your needs. With 3+ years of providing administrative and accounting support, I have honed my skills in documents handling; spreadsheets, calendaring and email management. As a meticulous detail-oriented professional, I can ensure your household finances run like clockwork. My proficiency in Mint/YNAB will quickly allow me to take over your transactions with care, categorizing expenses and reconciling balances meticulously while flagging any unusual charges. What sets me apart is not just my adeptness in managing finances but my sense of responsibility towards scheduling and time management; key attributes when it comes to engaging in other tasks such as calendar upkeep, appointment scheduling, email management, online research or operating a catering company.
$12 USD in 40 days
1.5
1.5

Philadelphia, United States
Member since Jul 6, 2026
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