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Excel small project bank transactions need auto categorizing (Redding)

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Posted : Sunday, October 01, 2023 07:11 AM

I have one spreadsheet with around 13,000 bank and credit card transactions that have been imported or auto populated from Plaid.
I need someone versed in Excel that can integrate AI to look at historical categorization and teach the AI how to auto categorize the balance of blank categories.
I would like to have a dependent dynamic drop down for Categories and Sub Categories for going forward with new manual transactions.
Then a pivot table to organize and show the Categories and financials all on one sheet for my CPA.
Maybe someone with Excel experience can do this with VLOOKUP and dropdown knowledge.
I have all the transactions and categories on one sheet and have done some of the categorizations manually.
I need a dynamic financial worksheet that can automate most of this and would like to use it going for new transactions.
I am in Redding and if you are local call me to set up a time to meet ASAP.
If you are virtual or remote, my only request would be that you can do the work soon and are versed in this type of work.
Feel free to text me for quicker response and include a brief list of knowled and/or experience.
Text me at five zero three 201 sixty 4 nineteen.
Thanks!

• Phone : NA

• Location : Redding,CA

• Post ID: 9089258604


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