If you’re looking for a printable Bill Tracker worksheet for Excel, you’ve come to the right place. If you have ever used Microsoft Excel, or any other word processing program that has a worksheet, you know how time consuming and difficult tracking medical bills can be. It can even make you feel like your in a maze, trying to find the information you need. But it doesn’t have to be this way. There are ways to make tracking bills easier and faster, and it doesn’t have to feel like a major assignment at all.
You might think that a normal bill tracker worksheet for Excel would be just a text document. But no. Most bill trackers include some sort of tracking feature, whether it’s just a pie chart or bar chart. You should be able to enter your own data into these features, and track what is being paid and what is owed. You should be able to pull your bill information from different sources, whether they are government resources, financial records, patient accounts, or something else.
Printable Bill Tracker Worksheet for Excel
There are a few ways you can use a bill tracker template for Excel. For example, if you are in a business with more than one individual paying different bills, you might want to be able to separate out the individual bills and pay them separately. Or if your office supplies bill is coming due at the same time each month, you might want to create a worksheet that breaks the bill down into individual supplies, then bill each individual one at a time.
How to Use the Bill Tracker Worksheet
- First, list all your expected bills. I would recommend listing them in order of priority, with the most critical bills to pay at the top.
- In the Day column, you can list the day of the month that the bill is typically due, such as 1st, 15th, EOM (for end-of-month), etc. The Day column is just for your own reference.
- Next, enter the expected amounts for the bills for each month. If a payment is variable, you can enter the average amount at first, and then update it with the actual amount after you get the bill.
- Finally, you can print a copy of the worksheet if you want to include it in your planner or display it somewhere as a reminder.
- If you prefer to continue editing the spreadsheet on your computer, you can use the drop-down in the checkbox columns to check off when a bill is paid. The Total Paid row at the bottom will sum the amounts that are checked.
If you’re only dealing with a few minor invoices, you can use a worksheet that shows a range of the amounts due. That way, you can do single bill tracking on one sheet, or you can use spreadsheets to track many different bills. This is especially handy if you have several employees who are responsible for billing, and each person is responsible for their own portion of the bill. Tracking the bills at the same time makes it easier to compare the balances.
One of the most common uses for these worksheets is tracking medical bills. Some people like to keep personal and business bills on separate sheets so that things are not mixed up when they are looking for a particular bill. These can also be printed for easy tracking, since you will likely be printing a lot of bills and not changing them often anyway. A few people like to use printable medical worksheets so that they have a handy reference when they go to their doctor.
Some companies like to use a worksheet that displays their earnings and expenses. This works in the same way that a worksheet that shows customer bill information would. However, this information is not as useful unless you know what it means. So instead of tracking bills by category, you might want to track bills based on different sources of income. This makes tracking the earnings easier.
Others like to use the worksheet to keep track of insurance bills. Again, since these are billed per occurrence, it is important to be able to easily track them. If you use a worksheet with multiple categories, then it becomes easier to see which category your bill falls under since it will come with a label. By being able to see what category your bill falls under, you will be able to take the appropriate actions to pay it or make changes to it.
There are many ways to use a printable bill tracker worksheet. They are useful for tracking several types of bills and can even be printed and used for other purposes. You will find that when you use a good piece of software, it will serve you well for years to come, even though you may get a new version of it every year or so. Using the best tracking program means that you will be able to maintain all of your financial records at one place, as well as being able to get them done in a fraction of the time.