Personal Finance Reconciliation

$30-250 USD

Completed

Posted

almost 11 years ago

$30-250 USD

Paid on delivery

Need someone to help get my personal finances in order. I was using [login to view URL] yet that has become too cumbersome. Maybe I'm just not smart enough to use that tool but I'm just not getting it. I'd like to hire someone to go through my 2013 bank and credit card statements to date and categorize each purchase (grocery, doctor, movies etc). Looking to see where I'm spending too much and perhaps not enough (savings, investments etc). Filling out something like this would be I think a good way to get started [login to view URL] although I'm open to other ideas and/or input. Bonus points would be given those that can look at this data and provide helpful feedback, like you should cut down on your electricity bill based on the size of your house or you are not taking advantage of this kind of deal here for internet etc etc

Project ID: 4732564

About the project

23 proposals

Remote project

Active 11 yrs ago

Looking to make some money?

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Awarded to:

@consultants2011

As a Financial Consultant with experience of more than 3 years in Financial Analysis and hands on experience in performance improvement based on those analysis, I feel that I can add maximum value. Kindly refer to inbox for a detailed proposal and credentials.

$111 USD in 7 days

4.8

(13 reviews)

3.6

23 freelancers are bidding on average $159 USD for this job

@difan016

Give me details regards, Sultan

$250 USD in 3 days

4.9

(759 reviews)

8.2

@pawankhurana

HI i am a professional chartered accountant and can do this task very easily Check PM for more details

$83 USD in 3 days

4.9

(69 reviews)

7.1

@priyal1997

Dear Sir/Madam Kindly check PM for my bid details. Thanks - Priyal ;-))))

$140 USD in 7 days

5.0

(175 reviews)

6.5

@uhostings

Highly interested and fully capable to reconcile your personal finances , please check inbox for details !

$155 USD in 3 days

4.9

(58 reviews)

6.3

@LUretsky

I am a career accountant with 30 years of experience.

$222 USD in 3 days

4.8

(18 reviews)

5.2

@vinhquy

Hi, Kindly check my PM for my bid. Thanks!

$150 USD in 3 days

5.0

(25 reviews)

5.0

@tuhindo82

Dear I have just seen your Job posting and upon reading thoroughly, I felt strongly that I would be the most qualified contractor for your project. I have vast experience in IT / project management / business plan and analysis / plan and website management job. Understanding how valuable an education is, I am serving Pacific Pharmaceuticals Limited as a Sr. Executive (MIS), toward earning my Masters of Business Administration (MBA) and B. Sc Computer Science. I am 100% able to do your project. Sincerely, Tarikul Islam

$250 USD in 10 days

4.9

(14 reviews)

4.8

@shellywagar

I can provide the financial reconciliation and budgeting services required for $200 in 7 days or less. Thank you for your consideration.

$200 USD in 7 days

5.0

(7 reviews)

3.3

@mjaw70

I am an accountant and am very familiar with categorizing the information as you request. Please see pm

$150 USD in 3 days

4.8

(7 reviews)

3.5

@nghelam2008

OK. I have read through the summary. I like this work and I will try hard work. I'm can learn quickly. I'm ready. Thank you!

$60 USD in 10 days

5.0

(2 reviews)

3.2

@nickthreloff

Experienced with this type of project. Please see pm.

$200 USD in 5 days

4.9

(3 reviews)

2.9

@shofi39

Dear Sir, Its possible. I have more than 8 years experience in Accounting as well as well versed in Excel. Please consider me. Always available on Skype. Hope to hear from you soon. Shafikul Islam.

$100 USD in 10 days

0.0

(0 reviews)

0.0

@accountinghouse

Hi - I am trained in Performance Management as part of my ACCA qualification - I can deal with this for you quite easily.

$194 USD in 3 days

0.0

(0 reviews)

0.0

@NFio007

Hello, I'm very interested about this project. I pay attention to details, all for a good quality work. Thank you

$155 USD in 3 days

0.0

(0 reviews)

0.0

@bmatson11

I use Quicken on a daily basis not only for my own finances, but also for others who, like you, have asked me to help get their finances in order. I am capable of getting everything organized, then sending reports (spending, income vs. expense, etc), as well as looking at ways to reduce your spending and increase your savings. Look no further--I am the girl for you! Thank you for considering my bid.

$277 USD in 3 days

0.0

(0 reviews)

0.0

@reelimin

I can finish this task for you in less than 1 day for a very minimal cost.

$111 USD in 1 day

0.0

(0 reviews)

0.0

@shaifuluzzal

I've been working in the field of Accounts, Audit, Income Tax, VAT & Company Law more than 07 (Seven) years. I have completed my post graduation in Accounting, also complete Chartered Accountants course that’s why I think to do that. I am also providing DATA ENTRY SERVICES, which includes: Web Research; Contacts Email Collector; PDF to EXCEL; Ms Word Formatting and All Admin Related Work (Virtual Assistant)

$155 USD in 3 days