How to Create a Spreadsheet for Tracking Payments

Written by kristle jones
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How to Create a Spreadsheet for Tracking Payments
A spreadsheet for tracking payments can help you feel less overwhelmed when paying bills. (Girl having too much work to do image by Angel_a from

A spreadsheet can be created easily in Microsoft Excel, making it simple for users to track their payments throughout the year. This helps users know what bills have been paid and what needs to be paid. Tracking payments can help keep money matters organised.

Skill level:

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Things you need

  • Computer with Microsoft Excel

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  1. 1

    Gather all of your past bills. You will need to input this information into the spreadsheet.

  2. 2

    Open Microsoft Excel and create a new document.

  3. 3

    Under the templates icon, click "Records." This will bring up spreadsheet templates.

  4. 4

    Choose "Financial Records" from the category list. Choose the spreadsheet template that best suits your needs. You can choose from templates such as "Bill Payment Planner," "Household Monthly Expense Tracking Sheet" and "Mortgage Amortization Schedule."

  5. 5

    Fill in the appropriate sections with the payments you will need to track. For example, in the Mortgage Amortization Schedule spreadsheet, you will need to fill out sections such as "Beginning Balance," "Payment," "Principal" and "Ending Balance."

Tips and warnings

  • Be sure to save your spreadsheet throughout the process so that no data is lost if your computer shuts down unexpectedly.
  • Microsoft Office Online offers help to those new to Excel spreadsheets.

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