
Sort out my chaotic personal taxes record keeping - spreadsheet etc (UK/Europe)
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Executive Virtual Assistant| IT Consultant | graphics| | Website design | social media management .

Spreadsheets|Excel macros and VBA|Google sheets |Google app scripts|Presentations - Tableau, PowerPoint, Prezi|Google data studio

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Description
Experience Level: Expert
Hello,
I'm not the best at accounting (I don't have a clue) and as of 2018 I moved country, so since 2018 onwards I need to maintain great record for my personal tax return as I want to get a mortgage, I started using a spreadsheet I made to keep track of my "2018 Income & Expenditure" however I'm not sure if I'm doing it right as I'm dealing with multiple currencies and it's likely I missed things out.
I need someone to
* Create a spreadsheet which is manageable and allows for an idiot like me to add expenditures and incomes too it, I'm also open to software if it's easy.
* Go through my statements and make sure I haven't missed anything, and input it into this spreadsheet/software.
* Go through any relevant online payment solutions such as Coinbase or PayPal.
* The spreadsheet should give a breakdown of Income, Expenditure by Category and Tax Liability Incoming.
* Identify anything I may be missing
* Input everything from the bank statements that is self-assessment related income or expenses.
Problems
* My income is spread over numerous currencies.
* I receive payments online in crypto which are extremely volatile.
* The spreadsheet I made looks like a 5 year old made it.
* It's chaos
* You may have to get me to clarify what is non-relevant such as me ordering something online
Summary:
In short I need someone to organise all of my 2018 transactions into a system/spreadsheet or software which I can easily add to and maintain from that point onwards.
I'm not the best at accounting (I don't have a clue) and as of 2018 I moved country, so since 2018 onwards I need to maintain great record for my personal tax return as I want to get a mortgage, I started using a spreadsheet I made to keep track of my "2018 Income & Expenditure" however I'm not sure if I'm doing it right as I'm dealing with multiple currencies and it's likely I missed things out.
I need someone to
* Create a spreadsheet which is manageable and allows for an idiot like me to add expenditures and incomes too it, I'm also open to software if it's easy.
* Go through my statements and make sure I haven't missed anything, and input it into this spreadsheet/software.
* Go through any relevant online payment solutions such as Coinbase or PayPal.
* The spreadsheet should give a breakdown of Income, Expenditure by Category and Tax Liability Incoming.
* Identify anything I may be missing
* Input everything from the bank statements that is self-assessment related income or expenses.
Problems
* My income is spread over numerous currencies.
* I receive payments online in crypto which are extremely volatile.
* The spreadsheet I made looks like a 5 year old made it.
* It's chaos
* You may have to get me to clarify what is non-relevant such as me ordering something online
Summary:
In short I need someone to organise all of my 2018 transactions into a system/spreadsheet or software which I can easily add to and maintain from that point onwards.
TS C.
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7 Feb 2026
United Kingdom
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Hi TS,
is it possible to take a glimpse of your spreadsheet? How big is it? Would you consider using bookkeeping and accounting software such as Xero to keep you on track? But only if you have a mid-high volume account.
Let me know, thanks!
cheers,
Agnes
684491
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