Create a complete expense tracking system with categorization, reports, and analysis.
Help me build an expense tracking system in Excel or Google Sheets: **Expense Types:** - Personal or Business: [specify] - Categories needed: [list main expense categories] - Payment methods: [cash, credit cards, etc.] **Tracking Requirements:** - [ ] Date of expense - [ ] Vendor/payee - [ ] Amount - [ ] Category - [ ] Payment method - [ ] Receipt attachment/reference - [ ] Tax deductible flag - [ ] Project/client allocation - [ ] Reimbursable flag **Data Entry:** - Entry method: [manual / form / import] - Frequency: [daily / weekly / batch] - Multiple users: [Yes/No] **Reports Needed:** - [ ] Monthly summary by category - [ ] Budget vs actual comparison - [ ] Trend analysis - [ ] Category breakdown charts - [ ] Tax-deductible expense report - [ ] Reimbursement report **Budget Integration:** - Budget amounts available: [Yes/No] - Alert when over budget: [Yes/No] Please provide: 1. Data entry sheet structure 2. Category dropdown setup 3. Summary report formulas 4. Pivot table recommendations 5. Dashboard with key metrics 6. Month-end reconciliation process
Or press ⌘C to copy