Report Automation from Excel Data in Excel

Posted 4 days ago

Worldwide

Summary

I have 4 excel files with Bank data, each file has a diff data structure. the goal is to build a direct cash flow model (money in, money out) that can be easily updated through power query or a macro. I would rather Power Query but i am open to suggestions I already worked on 1 on the files, and i will provide an example as to how i want the file to look like. we need to take into consideration the multiple transaction types and so on. it is key to have complete accuracy, model easy to update, and for the model to recognize if there are new transaction types that have not been categorized, the new transaction types could create discrepancies.

$300.00
Fixed-price
Expert
Experience Level
Remote Job
One-time project
Project Type

Skills and Expertise

Mandatory skills

Microsoft Excel

Financial Analysis

Activity on this job

Proposals:50+
Last viewed by client:4 days ago
Hires:
1
Interviewing:
7
Invites sent:
8
Unanswered invites:
1

About the client

Member since Mar 21, 2026

USA
Panama City Beach10:21 AM
$1.6K total spent
3 hires, 2 active
29 hours
Travel & Hospitality
Mid-sized company (10-99 people)

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