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How to Create a Spreadsheet for Tracking Payments

Updated April 17, 2017

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.

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

Open Microsoft Excel and create a new document.

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

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."

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."

Tip

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.

Things You'll Need

  • Computer with Microsoft Excel
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About the Author

Kristle Jones, a freelance writer out of Southern California, uses her education, expertise and personal experience to write and blog articles for the Web. Kristle loves writing beauty, health and parenting articles and hopes to share her thoughts with her readers.