Create an excel template

Create an excel template with the following features:

1. First Tab/Column = Accounts

In this tab, there will be a drop down option, where you can select a specific account you are looking for. There should be 10 different acounts to select from. You can label them as “Account 1”, “Account 2”, etc

2. Second Tab/Column = Description of Transaction

Once you select the account you want; it will bring you to a new sheet where you can see different transactions that will be made from that account. The Description of Transactions will be many 50+ transactions for each account. You can label them “Transaction 1”, “Transaction 2”, “Transaction 3”, etc..

3. Third Tab/Column = Rules

On the same sheet where we see the different transactions, right beside it should be a column with rules. The rules will be divided into the following features:

– Expense Account

– Expense Account Code

– Vendor

– Tax Name

– Recurrence Frequency

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