A simple macro in Excel or another simple application to categorise income based on bank statements in XLSX.

Closed job
stoton
stoton
Employer
Job category:
Other IT services
Expected budget:

Negotiable

Preferable skills:
Published:
Finished

Job description

Place or location:

Required functions:

1. the program is available in some simple form, e.g. by copying a file 2. the program allows to paste two sheets with specified columns 3. the program is able to read chronological information into 1 sheet 4. the program allows defining rules as to how to classify expenses according to different columns 5. the program allows copying rules between sheets 6. based on the rules, the program classifies different expenses and revenues into different categories 7. the types of rules the user can define in the program (available criteria) 7a. textual (is empty, are not empty, contains, does not contain, starts with, ends with, is exactly) 7b. numbers (>, > or equal to, <, < or equal to, =, different from, from _ to _, not contained from _ to _) 7c. dates (date is, earlier than, later than) 8. the program can return errors (especially if some transaction doesn't fit anywhere)