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Tracking your bills in one basic location such as a spreadsheet allows you to create a budget method that is organized and provides quick information when you need it. Using a spreadsheet, whether on paper or on a computer, also provides you with a steady view of which bills have been paid each month and which bills are currently due as well as showing the balance and payment needed. Once you have created a personal bill payment spreadsheet, you can refer back to it anytime you pay bills and manage your money.
1.Open your ledger to a fresh sheet of spreadsheet paper or open your computer program of choice for creating spreadsheets. Label the columns across the top with the following titles: Payee, Amount Due, Due Date, Amount Paid, Date Paid, Check or Confirmation Number and Balance.
2.List down the Payee column your necessities by name, including your rent or mortgage, insurance, savings, loans, credit card bills, employee wages, gasoline, food, electricity, water and phone company.
3.
Draw a line across the page or skip a row directly below your last necessity item and leave it blank. Fill the Payee column below the line with leisure payments, such as gifts, savings for travel, charity donations and holiday savings that generally do not require a mandatory monthly contribution but that you pay toward regularly.
4.Make a photocopy of the paper spreadsheet or click to save your spreadsheet document on the computer and label the document as the master copy or blank in the title, such as Monthly Payments Blank.
5.Fill in a paper copy with that month's information pertaining to your bills or enter the appropriate information into the computer document. Write the current month and year at the top of the page or select to save the completed document with a new name, such as Monthly Payments followed by the MM/YY format for the month and year.
6.Fill in a new sheet over the course of each month to track your spending and save the documents into the same computer folder or keep the pages of spreadsheets collected in a binder. Adjust the groceries or gasoline fields each time you make a purchase throughout the month to get an accurate total at the end of the month.
Things Needed
- Spreadsheet paper or computer program
Tip
- Use the completed spreadsheets to note where the majority of your money goes and how paying off or dropping various bills can improve your financial outlook.
References (2)
- 'Talking Money'; Jean Chatzky; 2002
- 'Managing Your Personal Finances'; Joan S. Ryan; 2009
Choose Citation Style
Marfo, Amma. 'How to Create a Personal Bill Payment Spreadsheet.' Small Business - Chron.com, http://smallbusiness.chron.com/create-personal-bill-payment-spreadsheet-17433.html. Accessed 20 June 2019.
Marfo, Amma. (n.d.). How to Create a Personal Bill Payment Spreadsheet. Small Business - Chron.com. Retrieved from http://smallbusiness.chron.com/create-personal-bill-payment-spreadsheet-17433.html
Marfo, Amma. 'How to Create a Personal Bill Payment Spreadsheet' accessed June 20, 2019. http://smallbusiness.chron.com/create-personal-bill-payment-spreadsheet-17433.html
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