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run financial reports

I have a spreadsheet with about 6,906 rows and 6 columns that includes 5 years of expenses. I would like the following two deliverables accomplished:

1) Recategorize every row so that all fit within 29 pre-determined categories. All rows are already categorized to help guide the way. We can work together for any questionable rows.

2) Yearly and monthly summary reports and category reports with visuals to clearly display where and when money is being spent.

The 29 categories:

Auto & Transport: Gas & Fuel

Auto & Transport: Parking

Auto & Transport: Service & Parts

Bills & Utilities: Mobile Phone

Bills & Utilities: Gas/Energy

Bills & Utilities: Water

Bills & Utilities: Internet

Education: Tuition/Daycare


Fees & Charges: Finance Charge

Financial: Cars and Renters Ins

Financial: Life Insurance

Financial: Saving & Investing

Food & Dining: Groceries

Food & Dining: Restaurants

Gifts & Donations: Charity

Gifts & Donations: Gift

Home: Home Services

Home: House Cleaning

Home: Mortgage & Rent

Home: Mortgage & Rent

Misc Expenses

Personal Care


Shopping: Amazon

Shopping: Clothing

Shopping: Misc Shopping

Transfer: Credit Card Payment


Kỹ năng: Giữ sổ kế toán, Excel, Tài chính, Phân tích tài chính

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( 2 nhận xét ) Arvada, United States

Mã Dự Án: #14081849

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Dear Sir, I perused your job offer. Recently I've completed similar tasks. I am interested in performing said assignment. I am achieving "Bachelor of Business Studies" 4 years Degree. I am data entry specialist. I ha Thêm

$13 USD trong 0 ngày
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15 freelancer đang chào giá trung bình $44 cho công việc này


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$100 USD trong 3 ngày
(170 Đánh Giá)

- Went through the csv file. There are about 91 categories currently. (for the 6905) rows. - If you can specifiy which of these gets into which 29 categories.. then the summary report by category for the period can Thêm

$50 USD trong 2 ngày
(35 Đánh Giá)

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$50 USD trong 1 ngày
(17 Đánh Giá)

I am MBA in Finance from Middlesex University (passed in 2012), and worked for 3 years in academic writing industry to produce top notch quality academic papers. I can handle all types of academic papers like assignmen Thêm

$30 USD trong 1 ngày
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Dear Sir, can you give to me more detail about this one : Recategorize every row so that all fit within 29 pre-determined categories. All rows are already categorized to help guide the way. We can work together for Thêm

$30 USD trong 1 ngày
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$25 USD trong 1 ngày
(5 Đánh Giá)

I would be happy to help you with this paper. Your requirements on this financial reports are clear so far but, still I have some questions, If you don’t mind. Please feel free to contact me if you have any questions. Thêm

$25 USD trong 1 ngày
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$88 USD trong 5 ngày
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$35 USD trong 2 ngày
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$30 USD trong 10 ngày
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I am having required knowledge & experience to complete this job with in the time frame. I will provide the best reporting tools as per IFRS standards.

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