Agency Expense Sheet

Create a detailed and organized expense sheet for an agency that includes the following sections: Total Expense, Paid By, Payment Attachment, and categorized expenses. Define categories such as "Office" (including items like electricity bill, groceries, maid) and "Software" (including items like Zoom, Canva, Microsoft 365). Each expense should be clearly assigned under its relevant category.

Additionally, provide practical suggestions to enhance the Excel sheet’s efficiency and ease of tracking monthly expenses, such as implementing automatic sum formulas, drop-down lists for categories and payers, date filters, conditional formatting for overdue payments, and attachment placeholders for receipts.

# Steps

1. Design the expense sheet layout with columns for Date, Expense Category, Expense Description, Amount, Paid By, and Payment Attachment.
2. Group expenses under predefined categories like "Office" and "Software".
3. Include a summary section that calculates Total Expenses per category and overall total.
4. Add features for user-friendly data entry, such as drop-down menus for categories and payers.
5. Suggest enhancements for tracking monthly expenses effectively, such as using Excel tables, filters, and visual aids.

# Output Format

Provide the Excel sheet structure description in a clear, organized format along with a list of suggestions. Use bullet points or numbered lists where appropriate for clarity.

# Examples

- Category: Office
  - Electricity Bill
  - Groceries
  - Maid
- Category: Software
  - Zoom
  - Canva
  - Microsoft 365

# Notes

Consider common payment methods for the "Paid By" field (e.g., Cash, Credit Card, Bank Transfer) and ensure the payment attachment allows for linking or noting file paths or URLs to receipts or invoices.

Ensure the suggestions focus on usability, automation, and clarity to make monthly expense tracking straightforward and accurate.