I will reconcile your bank statements and export the data to excel
I Build Smart Spreadsheets and Automate Your Workflow
Level 1
Has met certain performance criteria and shows strong potential in the marketplace.
About this Gig
Need an accurate bank reconciliation or your bank statement transactions organized into Excel?
I will professionally extract, clean, organize, and reconcile transaction data from your bank statements into a clear Excel or CSV file. My bank reconciliation service is ideal for bookkeeping, accounting records, financial tracking, and preparing transaction data for further analysis.
I can help with:
- Bank statement data extraction
- Bank reconciliation in Excel
- PDF bank statement to Excel or CSV
- Date, description, debit, credit, and balance columns
- Transaction cleaning and formatting
- Multiple bank statements combined into one file
- Categorizing transactions
- Identifying missing or unmatched transactions
- Monthly reconciliation summaries
- QuickBooks/Xero-ready transaction formatting
Your bank statement data will be handled carefully, accurately, and confidentially.
Note: This service is for legitimate bank reconciliation and transaction-data processing only. I do not create, alter, or modify original bank statements.
Please message me before ordering large or complex bank reconciliation projects.
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XLS, XLSX
My Portfolio
FAQ
What do you need from me?
Please provide your bank statements as PDF or scanned image files, and let me know the period covered. If you have existing accounting records or a chart of accounts, send those too.
What formats will I receive?
I deliver an Excel file (.xlsx) and/or CSV. I can also send a Google Sheets link if preferred. All data will be fully editable
How do you ensure accuracy?
I use professional tools (Excel/Acrobat) and manual checks. I reconcile totals so debits equal credits. You can request corrections; accuracy is guaranteed.
Is my data confidential?
Absolutely. I sign NDAs on request and delete all files after the job. Your financial information is kept private.
