Catalogue › Spreadsheets and bookkeeping prep
Sort your bank export into bookkeeping categories
Bank or card lines sorted into your categories with totals for each, and anything unclear listed for you to decide. No tax advice.
From £22 for up to 500 lines · 1 working day
Sample shown was made on invented data — not client work. Select the picture to see the sample page full size.
- Excel workbook + CSV.
- A fixed price and a delivery date before anything starts.
- Every result checked by a person before it goes back to you.
- Work done on our own machines — your files are not uploaded to third-party AI services — and deleted afterwards.
- Tax treatment: whether something is an allowable expense, capital, or VAT-recoverable.
- Splitting one transaction across categories.
- A PDF or scanned statement directly.
one month of bank lines → a workbook with every line given a category and the keyword that put it there, totals of money out and money in per category that add back to the statement, and the lines no rule recognised listed for a person.
Send it, we do it, we check it, we delete it.
Order through PeoplePerHour (its price is in £5 steps, so it can be a pound or two above the figure shown here), or email what you need with a sample of the file. If your job is not a good fit, we will tell you before you pay.
More in Spreadsheets and bookkeeping prep
