Categorize bank transactions
$8-15 USD / hora
The Job
Categorise transactions in accounting software as described below
Payment is 5c per transaction categorized.
Steps
1. Login to the accounting softtware
Log on to [url removed, login to view] - the accounting software at [url removed, login to view]
user = To be provided
password = to be provided
1a. Go to transactions
Then go to the bank account [url removed, login to view]
You should see a list of transactions. On the right is a panel showing the months and the number of transactions uncategorised.
Your job is to categorise transactions in red for each month.
2. Categorise transactions for each month.
On the right side of the screen you will see a list of each month with uncategorised transactions.
2a. CLICK on each month.
2b. Go through each month and look at each page of transactions.
See below
2c. Identify transactions to categorise
For each transaction across each page, begin categorising transactions in red.
If you see any of the following words, then click on the transaction to open a new window (see the image below) and then select the category dropdown for that transaction, then save.
Start with transactions with the following words in the transaction
e.g. Where the word ‘Zipcar’ is in the description, categorise to motor expenses.
See the example below
Words in transaction Categorize to
02 or Three or 3 Mobile phone
Aerling Travel
Amazon Computer hardware
Asda Money paid to user
Budgens Money paid to user
Carphone Mobile phone
Costa Money paid to user
Easyjet Travel
Ebay Computer hardware
Envato Computer software
Fiverr Subcontractor consts
Flybe Travel
Food lab Money paid to user
Freelancer Subcontractor costs
Google Computer software
Hotel Travel
Linkedin subscriptions
Lookout Computer software
Maplin Computer hardware
Marks & Spencer Money paid to user
Nero Money paid to user
Paypal Computer hardware
Post or post office Postage
Pret a manger Money paid to user
Railw Travel
Ryanair Travel
Skype Internet
South Coast Money paid to user
Starbucks Money paid to user
Tablepouncer Money paid to user
Talktalk Internet
Tesco Money paid to user
Tesco Broadband Web hosting
TFL travel
The Gym Money paid to user
Trainline Travel
Uber travel
United hosting Web hosting
VIstaprint Printing
Volusion Web hosting
WH Smith Books & Journals
Wix Web hosing
zipcar Motor Expenses
2d. Categorise the transaction
1. Open up the transaction
2. Select Category drop down
3. Select the right category
4. Save and return to the next screen
Make sure you look at transactions for each month (they are cross several [url removed, login to view] 1, page 2 etc
Nº del proyecto: #7108120
Sobre el proyecto
39 freelancers están ofertando un promedio de $9 / hora por este trabajo
Sir, I am well versed in this kind of jobs and can do your project as per requirement. I have done lots of these kind of projects and will deliver flawless work Looking for further discussions in this reg Más
Hello, I checked the attached PDF and got the idea to categorized the transactions. I am not sure how many transactions you have totally so i placed bid for 20 hours. Task is pretty easy. I can easily work 6 hours per Más
Hi, I have read your project description . i am highly interested to do this task . Let's discuss and start right now. Awaiting for your positive reply,Hope we will work together for this project. thanks.
Hello, Read and understood project details. We have a lot of experience of data scarping and data entry. We can do this job very well also we are ready to do sample entries. Hope to getting consider for this. Regards
Hello, I would really like to do this work on this project with you. I can do the selection for you. I can start immediately and I really enjoy data entry and classification. I am quick at learning new software an Más
Hello I am sajidmahmud I see your project and i do it as your acceptation. I have 3 years experience to work in a any kind data process Web Scraping, Web Search, Excel,SEO and Photoshop work would like to assure you t Más
Hi I would love to work on this project. I am a chartered accountant (CPA equivalent) student with my result awaited for the degree. I have 5 years of experience in the field of accounts and finance. Please contact Más
Dear Project Employer, based on the project description/summary, I believe my experience, skills and knowledge are a good match to complete your job tasks. I'm a serious and hard-working person! I finished economics un Más
Hello Sir/Madam, I am placing this bid to have a chance to talk with you regarding your project and discuss what i can provide in my position to acquire your project. Please contact me via freelancer to clarify my b Más
Hi, Your project sounds very interesting and simple enough and I believe that I'll be able to perform the task perfectly. As for my experience, you can see for yourself that I've worked here mainly as a content a Más
Hello, your project description is pretty good. I will like to see how fast is going each transaction to input and if i get a good rate/hour i will be glad to join to your project. Thanks!