
Igangværende
Slået op
I have several years’ worth of personal transactions, multiple accounts, living in one Quicken file. Over time the register has picked up duplicate entries, stray splits, and empty payee lines; categories have drifted out of sync with my current budget; and the tax-related tags I once used have lost consistency. The job is to open my existing Quicken file (Windows subscription version), work directly inside it, and return a cleaned‐up copy that: • fixes every detectable error in transactions (dates, amounts, duplicates, splits, missing payees) • reorganizes the category list into a logical, non-redundant structure that aligns with standard Quicken best practices and my own naming style • restores clear tax flow so Schedule-A, Schedule-C, and investment tax reports run without missing or mis-mapped fields When you finish, I expect: 1. The corrected .QDF file ready for immediate use. 2. A short change log noting the major adjustments you made. 3. A set of saved Quicken reports (cash-flow, spending by category, and tax summary) so I can confirm everything reconciles. You will have remote access to the file through a secure share; no live banking credentials are involved. Experience with large historic Quicken files, category merges, and the Tax Schedule report is essential. A quick turnaround is appreciated, but accuracy comes first.
Projekt-ID: 40254007
20 forslag
Projekt på afstand
Aktiv 14 dage siden
Fastsæt dit budget og din tidsramme
Bliv betalt for dit arbejde
Oprids dit forslag
Det er gratis at skrive sig op og byde på jobs
20 freelancere byder i gennemsnit $51 USD/time på dette job

With all my years of experience as a tax professional, I fully understand the intricacies and complexities of managing financial data, especially within software like Quicken. I have successfully accomplished numerous data overhauls, cleaning up massive amounts of information to ensure accuracy and precision. My in-depth understanding of both tax requirements and Quicken's functionalities is guaranteed to provide excellent results for this project. I'm particularly adept at data organization, which is critical for the task at hand. Reducing redundancy and merging categories is not a challenge; rather it's what I thrive on since I'm familiar with standard Quicken practices. Beyond meeting your expectations, my services extend to providing added value such as detailed change logs, meticulously saved Quicken reports, and ready-to-use financial statements. Lastly, I know that time is of the essence here but let me assure you that my emphasis on accuracy never compromises efficiency. My goal is always to deliver exceptional quality work with prompt turnaround times. Through collaboration and close contact, I want this project to restore your confidence in your financial records and make sure they're aligned with not just tax flow but your unique naming style too. Let's get started together!
$50 USD på 40 dage
9,0
9,0

With over 10 years of web and mobile development experience, I understand the challenges you're facing with your Quicken file. Your project requires meticulous attention to detail, expertise in Quicken best practices, and a keen eye for accuracy. In the realm of FinanceTech, I have successfully tackled similar projects, optimizing data structures, resolving errors, and ensuring seamless tax reporting. My track record in handling large historic Quicken files, category restructuring, and tax-related tasks positions me as the ideal candidate for your project. I am confident in delivering a cleaned-up .QDF file, a detailed change log, and customized Quicken reports that meet your requirements. Let's collaborate to revamp your financial data and streamline your Quicken experience. I am ready to dive into your project and ensure a timely yet precise completion. I look forward to assisting you with your Quicken Personal Data Overhaul. Let's connect and discuss how I can bring value to your project.
$50 USD på 15 dage
6,2
6,2

Hello, Thank you for considering our proposal for your Quicken Personal Data Overhaul project. We've thoroughly reviewed the details and understand the need for meticulous data management to bring clarity and precision back to your financial records. We've previously tackled a similar project where we overhauled a client's complex Quicken file, correcting transaction errors and aligning categories to their current financial goals, ensuring accurate tax reporting. This experience equips us to efficiently handle the intricacies of your file with the precision required. With over 8 years of experience and a proven track record of top-rated results, we excel in data management, ensuring that each transaction is accurate and categories are logically structured. Our expertise in accounting and tax preparation, combined with our background as an all-in-one solution provider, guarantees a streamlined and effective overhaul of your Quicken file. We invite you to message us with any further details. We’re committed to delivering a tailored proposal within 24 hours, ensuring we meet your expectations. Looking forward to collaborating, Puru Gupta Top 1% Freelancer | AI-First Product Development Expert
$60 USD på 40 dage
5,6
5,6

Hi there, I’m ready to start immediately and will clean up your Quicken file efficiently. I will fix all errors, reorganize categories, and restore tax flow for accurate reporting. I've worked on similar projects before, ensuring a smooth transition to a well-structured file. Could you clarify if there are specific categories or naming conventions you want me to follow? Regards, Burhan Ahmad
$50 USD på 40 dage
5,2
5,2

Arroyo Grande, United States
Betalingsmetode verificeret
Medlem siden apr. 14, 2023
$250-750 USD
$30-250 USD
₹1500-12500 INR
$8-15 USD / time
$10-30 USD
₹15000-20000 INR
₹750-1250 INR / time
$30-250 USD
₹750-1250 INR / time
$10-30 USD
₹600-1500 INR
$30-250 USD
€250-750 EUR
₹750-1250 INR / time
$10-30 AUD
₹12500-37500 INR
₹750-1250 INR / time
€2-6 EUR / time
£18-36 GBP / time
$10-30 USD