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I am looking for the best way to setup a basic bill payment check list. I like to list all bills and then check them off when paid. I would also like to be able to use it for tracking the payments over time. I may want to use this in the future when setting up charts.
I am new to numbers and any recommendations on the best way to get started and also have options to use the data in future reports is greatly appreciated.
I am not aware of one that is already made. Sounds like something you could create for yourself.
Column of checkboxes (not really necessary but you said "check them off")
Column for descriptions of the bills (company, etc)
Column for amount due
Column for date due
Column for date paid
Possibly a column for description of the payment (cash, check or check number, automatic bill pay, etc)
Possibly a column for amount paid if not equal to the amount due in the other column
Possibly a column for category of the bill (gas, mortgage, electric, car, etc) using a pop-up menu
That table is not useful by itself for tracking and charting payments to specific vendors but other tables could be created to pull that information together from this table of data once you determine what it is you want to chart.
Give it a shot and see what you come up with. We can help with formulas and stuff after you get the basics together.
I am not aware of one that is already made. Sounds like something you could create for yourself.
Column of checkboxes (not really necessary but you said "check them off")
Column for descriptions of the bills (company, etc)
Column for amount due
Column for date due
Column for date paid
Possibly a column for description of the payment (cash, check or check number, automatic bill pay, etc)
Possibly a column for amount paid if not equal to the amount due in the other column
Possibly a column for category of the bill (gas, mortgage, electric, car, etc) using a pop-up menu
That table is not useful by itself for tracking and charting payments to specific vendors but other tables could be created to pull that information together from this table of data once you determine what it is you want to chart.
Give it a shot and see what you come up with. We can help with formulas and stuff after you get the basics together.
If you want a list that you are going to check off you might want to have a look at the 'Checklist Total' template at File > New in your menu. You could use that as a starting point.
SG
Best monthly bill tracker
