How to

How To Create A Simple Bill Organizer Spreadsheet

Launch Excel

Create A new Workbook and prepare column headings for those bill information. We need to create column headings use 8 columns and column names on the top row can be “Due Date,” “Payee Name,” “Amount Due,” “Amount Paid,” “Date Paid,” “Status”, “Payment Method” and “Notes.”

Enter The Figures

When the top rows are ready, we can begin filling out the bill details in the rows. We don’t need to fill out the details by due date as we will sort these data later.

We can also put common utilities in the workbook, such as gas / electric bill, insurance, water, telephone bills and many more.

Sort it

In order to know which bills are due we can use Excel’s sort feature. This feature can be found under Data tab. We can sort dates from oldest to newest and newest to oldest and all we need is to select column for due date and click sort option.

Save It

Save this organizer on your computer ( ctrl + S ). We can copy and re-use this organizer for next month to keep a close eye on bills and payments, When everything is neatly organized to fit one document, we may never forget our bills.

That’s all. Below are some examples to help you create an easy to use bill-paying organizer template, don’t forget to check them out!