Build an expense tracking system in Excel

Build a system that allows country marketing managers to submit their marketing expenses through a form (on tab1), store the data and enable the creation of report tabs. The following information is added through the form: • Country • Expense category (see tab 1 in the attached spreadsheet) • Line of business (see tab 1 in the attached spreadsheet) • The amount in USD • An item description (100 character max) When expenses are added by the marketing managers through the form, a project code needs to be created and displayed so that the marketing managers can take this code to the finance team. The project codes follow a certain logic (see tab 1 in the attached spreadsheet) and marketing managers can either choose from a list of expenses/project codes they have created in the past or create a new code. The system should then create different types of reports in tabs: 1. A spreadsheet with the expenses by month for the lines-of-business on individual tabs (see tabs 2 – 4 in the attached spreadsheet). 2. Individual country reports (see examples in tabs 5-7 in the attached spreadsheet) Here’s how the form should work: Q1: choose country (find list of countries on tab 1) Q2: choose to enter a spend for an existing project code or to enter a new spend >> If users chose to enter for an existing project code we need to show them a list of the codes that have previously been created for them. They can then select one and only need to add the dollar amount and get the option to adjust the description. >>If they choose new spend: Q3: choose category (column 8 on tab 1, ideally we show the category descriptions as well) Q4: choose LOB (see tab 1) Q5: Enter value in USD Q6: Enter item description (100 character max) Then submit and the system automatically generates and displays the 10 digit project code. We need the ability to adjust and password protect the reference tab and the LOB reporting tabs. This project should be finalized by 26 August.