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I have several months of raw financial spreadsheets—bank exports, credit-card statements, and cost reports—waiting to be consolidated. Right now the files are scattered, full of duplicate rows, mixed date formats, and numbers stored as text. I want all of this data entered into a single Excel workbook, scrubbed for accuracy, and set up so the same tidy format can be reproduced every time new statements arrive. Here is what I need from you: • Data entry: import each CSV/XLSX exactly as provided, align the column structure, and preserve every original value. • Data cleaning: remove duplicates, standardize dates (YYYY-MM-DD), convert all amounts to currency format, and flag any outliers or missing values for my review. • Excel automation: build a reusable process—Power Query steps, VBA macro, or another native Excel technique—that lets me drop future files into a folder and refresh the workbook to the same cleaned layout. Deliverable One Excel file (or template) containing the fully cleaned and organized financial data plus the embedded automation, accompanied by brief setup notes so I can run the process myself next month. Acceptance will be based on zero duplicate transaction IDs, consistent formatting across every column, and a working automation button or refresh routine that reproduces the results on a new sample file.
Project ID: 40566029
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Active 7 days ago
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4 freelancers are bidding on average ₹1,375 INR for this job

Hello, I can help consolidate your financial spreadsheets into a clean, well-structured Excel workbook while preserving the original data. I will carefully align the column structure, remove duplicates, standardize date and currency formats, identify any missing or unusual values for your review, and build a reusable Excel automation using Power Query, VBA, or another suitable method so future files can be processed with minimal effort. I focus on accuracy, clear documentation, and reliable results, and I am ready to start immediately. Regards, Himanshu Bisht
₹900 INR in 7 days
2.9
2.9

I would love the opportunity to handle your financial Excel data clean-up project. I have strong experience with Excel, data processing, VBA, Power Query, and financial data management, ensuring accurate and well-structured results. I will consolidate all your CSV/XLSX files into a single workbook while preserving every original value. The data will be cleaned by removing duplicate transaction IDs, standardizing dates to YYYY-MM-DD, converting amounts to proper currency format, and identifying missing values or unusual transactions for your review. To make future updates effortless, I'll build a reusable automation solution using Power Query and/or VBA, allowing you to simply place new statement files into a folder and refresh the workbook with one click. I'll also include clear setup instructions so you can repeat the process every month without hassle. My priority is delivering 100% accurate data, consistent formatting, reliable automation, and on-time completion. I pay close attention to detail and thoroughly verify the final workbook before delivery to ensure it meets your acceptance criteria. Please give me one opportunity to handle your project. I assure you that I will complete the work with full dedication, accuracy, and professionalism, delivering a solution you can rely on.
₹1,050 INR in 7 days
1.4
1.4

Hi, Have a Productive Business!! I’d be glad to help you turn your scattered financial spreadsheets into a clean, reliable, and fully automated Excel solution that saves you time every month. I have experience consolidating large datasets from bank exports, credit card statements, and financial reports while maintaining complete data integrity. My focus is not only on cleaning the current files but also on building a reusable workflow so future statements can be processed with just a few clicks. MY PROJECT APPROCH :- -->Import and consolidate all CSV/XLSX files into a single structured Excel workbook. -->Preserve every original transaction while aligning all columns consistently. -->Remove duplicate transaction IDs and validate the final dataset for accuracy. -->Standardize all dates to YYYY-MM-DD format. -->Convert amounts into proper currency formatting and ensure numeric values are stored correctly. -->Flag missing values, unusual transactions, and potential outliers for your review. -->Build an automated workflow using Power Query (or VBA if preferred) so you can simply drop new files into a folder and refresh the workbook. -->Provide clear setup instructions so you can repeat the process next month without rebuilding anything. I can start immediately and keep you updated throughout the project. I’d be happy to discuss your current file structure and recommend the most efficient automation approach. Best regards, Rekha
₹1,050 INR in 7 days
0.0
0.0

As an AI & Cloud Data Engineering Specialist, I have dealt with tedious data cleanup projects like yours numerous times and delivered top-tier results. My proficiency in Python, SQL, and Excel—especially advanced techniques like Power Query and VBA macro— puts me in a unique position to seamlessly clean up your scattered financial data sources and ensure consistent formatting. Being the data-oriented professional that I am, your need for standardized dates, currency formatting, duplicate identification are second nature to me. Furthermore, I can go beyond just addressing these issues by also building a highly-efficient process using Power Query steps or VBA macros that you can easily reproduce in the future when new statements arrive. Most importantly, I focus not just on implementations but outcomes. With an emphasis on driving ROI with Intelligent Systems & Real-Time Insights, I understand the objective you have - consolidating scattered financial spreadsheets to make them analysis-ready. In addition,I will also provide you an embedded automation solution with detailed setup notes so that you don't have to depend on anyone else to run this process next month.
₹2,500 INR in 3 days
0.0
0.0

Bhopal, India
Member since Jul 7, 2026
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