Advanced Excel Expense Tracker
Budget: ₹12,500 – ₹37,500 INR
I need a robust Excel workbook that lets me monitor the cost of service for two separate Office locations . The file must let me log operational and travel expenses for each site and tie those figures directly to our sales data so I can see profitability at a glance.
Key elements I’m looking for:
• Macro-driven automated data-entry forms to speed up daily input.
• Macros for instant expense categorisation into Operational or Travel buckets.
• A reporting macro that generates weekly and monthly analysis—tables, charts, and a quick profit-versus-expense snapshot.
• Dynamic links that keep sales figures synced between the two sites, eliminating duplicate typing.
The workbook must open without security warnings, run smoothly in Microsoft 365, and be easy for non-technical staff to maintain. Please write clean, commented VBA so we can tweak it later.
Deliverable: a finished .xlsm file with unlocked code modules. If anything is unclear—layout, field names, or preferred chart styles—just ask before you start coding.
Key elements I’m looking for:
• Macro-driven automated data-entry forms to speed up daily input.
• Macros for instant expense categorisation into Operational or Travel buckets.
• A reporting macro that generates weekly and monthly analysis—tables, charts, and a quick profit-versus-expense snapshot.
• Dynamic links that keep sales figures synced between the two sites, eliminating duplicate typing.
The workbook must open without security warnings, run smoothly in Microsoft 365, and be easy for non-technical staff to maintain. Please write clean, commented VBA so we can tweak it later.
Deliverable: a finished .xlsm file with unlocked code modules. If anything is unclear—layout, field names, or preferred chart styles—just ask before you start coding.