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Need EXCEL Wizard to improve my Finance data spreasheet, macros,automation,optimization and charts

$30-250 USD

Completato
Pubblicato più di 7 anni fa

$30-250 USD

Pagato al completamento
I have a spreadsheet containing finance transactions of the 3 bank accounts of my company 2 in USD 1 in othe currency. There are 450 transactions from Febriary 2016 to June 2016.(I need to import more months Jan 2016 and July 2016 and more in the future in easy way) The 2 banks that i get my bankstatements from my banks which allow excel or csv/text exporting of the transactions but both banks obviously use different formating. So the way that i am importing the data in 1 excel sheet is to download the statements from the banks and manually add it to excel modify, clean the cells and format it appropriately so all the data is standartirized. I need you to figure out a way for me to automate the importing and the standartarization of the data in excel maybe through macros or anything else. Then all transactions i have categorized based on, transaction date, value date, bank account name,transaction description, activity category (advertising,hosting services,salaries etc) and partnership categories screenshot: [login to view URL] Since i am working with a partner i have to send him his parts of the project profits and also keep track of how much is our profits, ,my personal profits and expenses, account balances and money transfers between my own bank [login to view URL] me and my partner split 50/50 how much i have sent him and how much i need to send him, + percentage of how much money i keep that are my partners and i havent sent to [login to view URL] there are some transactions that are personal and we are not counting towards the partnership Also there was a balance before jan 2016 in the bank accounts which i am not sure where to add and how to calculate. So from all the data i have made a privot table that looks like this + some calculations outside of the pivot table. Issue 1:I need solid way to easily import bank accounts data standartarize it and add it to the excel sheet containing all the transactions and have the pivot table update itself when i add more transactions for future or old [login to view URL] using macros or something. Issue 2: The pivot table is a bit complicated is there a way to simplify everything maybe add charts and automations dont know what and how you suggest [login to view URL] chart that show Revenue,Profit,Expenses per month broken down by categories where everything is visual and wil be updated in real time once new data is added will be useful. So overall i need you to simplify and improve the spreadsheet that i will show you. So i can easily add the bank transactions data format and standartarize it and have it dynamically updated and analyzed. So these are the main issues i will give out video to the bidders where i go over the spreadsheet and show how the bank data is being given to me and show everything. Then finally the perfect thing would be having all the final data auto filled in another spreadsheet that i have bought looking like this [login to view URL] Please bid if you have know all about excel and have experience in what i am looking for, if you never analysed financial transactions and data dont bid. Thanks
Rif. progetto: 11085146

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9 proposte
Progetto a distanza
Attivo 8 anni fa

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Hi, I am good at Excel and vba. I can work on the financial transactions and was involved in other projects. Looking forward to work on this project and will simplify ur work procedure. Please share the excel sheet. Hi, I have gone through the video. It is possible to make. But, i need to understand couple of things. Especially, the last 2 column part. The possibility is to work with macros and pure automation is required.
$200 USD in 5 giorni
5,0 (921 valutazioni)
8,1
8,1
9 freelance hanno fatto un'offerta media di $178 USD
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Hello, I’m an Excel expert and I would like to help you with your project. Please check my profile and contact me to discuss further details. Regards.
$150 USD in 3 giorni
4,9 (402 valutazioni)
7,6
7,6
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Hello Sir Im excel VBA macro and formula Expert :) i can do make macro for formating your data like you want Sir :). u no need manuall again :). please give me a chance for doing your job and im able to start doing your job right now Thank You Sincerely prameswara :)
$155 USD in 3 giorni
4,9 (382 valutazioni)
7,3
7,3
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Dear Valued Employer, I can add value to your project, by suggesting new ideas. I am fast and reliable. For further understanding why I am the right firm for your project, kindly check my profile, reviews, rating and portfolio. With over 8 years of cross-functional experience, and helping clients world wide with diversify team, I provide genuine and innovative solutions as per your circumstances and requirements. I am MBA-Finance, M.A-Economics, and Qualified Chartered Accountant. If you feel to discuss more before you award me the project, you can send me the message. Kind regards, Rakesh
$155 USD in 3 giorni
5,0 (53 valutazioni)
6,0
6,0
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Greetings I am a Chartered Accountant (CPA/ACCA) providing financial consultancy services with major focus on accounts and excel. I have been engaged in this field for past 3 years and have served clients all over the world. I would like to work on this project and can assure you of quality output and timely delivery. I can start working immediately and would love to discuss in details about this project. Looking forward to hear from you.
$166 USD in 3 giorni
4,8 (29 valutazioni)
4,7
4,7
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A proposal has not yet been provided
$155 USD in 3 giorni
0,0 (0 valutazioni)
0,0
0,0
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I work for a financial firm and have hands in experience of cleaning and stratifying data. Also can automate the process as per your description. Pivot charts and tables would be describing the health of the business on the summary sheet.
$222 USD in 4 giorni
0,0 (0 valutazioni)
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Bandiera: BULGARIA
Sofia, Bulgaria
5,0
42
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Membro dal set 26, 2013

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