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Google Sheets Financial Categorization

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Omschrijving

I regularly pull raw transaction data into Google Sheets and strip out the obvious clutter, but I now need robust lookup formulas that will take the cleaned sheet and tag every row—both expense and revenue—with the correct expense type and property classification. I already maintain a separate “rulebook” table that maps keywords and codes to the classifications I need. What I want from you is a set of well-structured, easy-to-extend lookup formulas (VLOOKUP, XLOOKUP, or a mix—whichever you feel is most efficient) that will: • read each line of the raw data, • match it against the rulebook, and • return the right classification labels automatically. Everything must work natively in Google Sheets, handle future rows without manual copying, and remain transparent enough that I can tweak the rulebook later without breaking the logic. Once your solution classifies every current line correctly and I can see how to adapt it myself, the job is done. Budget: GBP 18–36

Deze opdracht is 100% op afstand.

Skills

  • Data Processing
  • Google Sheets

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