need categorization (e.g. travel, office, food, telecom, etc.) of:
- 12 months of bank statements in PDF
- plus additional 3 Excel spreadsheets of Credit Card transactions
Final product will be a table of summed expenses by categorization. Most expenses will be self-explanatory, but please expect to submit questions regarding general categorization (e.g. what category is "duane reade" - answer "office expenses") and unique charges.
Attached is a sample of 1 month bank statement. In this case, the 12DEC12 "Diners Club" payment of $2175 needs to be matched up to the charges on one of the Excel spreadsheets of Diners Club charges for the preceding month(s).
It's my pleasure to bid on this project. I am qualified CIMA and have relevant experience. I have gone through your requirement and I assure that assignment shall be completed swiftly. You may check PM for detail.
Hi,
I am a chartered accountancy finalist by profession and an expert in excel with good hands on macros and vba. This is the link to my profile to have a good idea of my skills and experience. http://www.freelancer.com/u/KRKans.html
I have attached the details of my experience for your review.
I also saw the pdf document and have attached short working for classification under umbrella expenses head and few queries in PMB. I believe if we agree on that, overall work will be much clear and smooth.
Regards
Kumail raza