Bill Payment Organizer (Excel + Printable PDFs)

Know what is due, when it is due, and what you have already paid.

The Bill Payment Organizer is an Excel workbook for keeping all your bills in one place. List each bill once, mark it paid as you go, and pick any month to see exactly what is due, in order of due date.

What's inside

• Start Here: a short setup guide
• Bills: up to 30 bills, each with an amount, a due day, how often it comes (monthly, quarterly, twice a year or yearly) and an AutoPay flag. See the average cost per month of every bill.
• Tracker: a January to December grid. Type what you paid. Unpaid bills show in rose and paid bills show in green.
• Dashboard: pick a month to see every bill due with its status, plus totals for due, paid and still to pay, a month-by-month table and a chart

What you get

• A blank organizer (.xlsx) to fill in with your own bills
• A filled-in example with made-up bills so you can see how it works
• Printable PDFs of the blank pages and the example

Good to know

• This workbook does not send reminders or alerts.
• You type in your own numbers. Nothing connects to your bank or billers, and the organizer does not pay bills for you.
• The tracker covers one calendar year. To start a new year, save a copy and clear the paid cells.
• This is a planning and tracking tool. It is not financial, tax or legal advice, and it does not promise any result.
• Made to open in Microsoft Excel on a computer.

Digital download, delivered by email right after checkout as a ZIP file. No physical item is shipped.

All sales are final on digital files. Contact us if you have any trouble opening your files.