Types of bill pay checklists
With all the bills you have to pay each month, it can be quite challenging to remember all of them. This is especially true if the due dates of your bills fall on different days of the month! If you want to keep track of everything, you need to come up with a system and one way to do this is to start using a bill pay checklist. Here are some types of printable bill trackers you can use:
Monthly bill payment log
This log or checklist will make it easier for you to keep track of your bill payments each month. Find a good template or make one yourself, print out a few sheets, and keep it on-hand so you can check it regularly to see if it’s time to make a payment. You can keep this log in your planner, in your checkbook or in other handy places.
Yearly bill payment log
If you want to organize your entire year, you can use this type of checklist. A yearly bill organizer will allow you to see all of the bills you have to pay for the next 12 months. It can also be an important component of your financial management system or binder.
Home budget checklist
Of course, the bills you have to pay are just one part of your entire household budget. You also have to think about the other aspects of your household expenses such as your food, your child’s tuition, and more. Making a list of all of these expenses will allow you to manage your finances more effectively. Aside from the bills, you can include relevant information in this checklist such as:
- The total income of the family
- Any debts or loans
- Insurance and insurance premiums
- Investments and savings
- Other expenses
Home maintenance checklist
Speaking of household expenses, it’s also a good idea to keep track of all the expenses which go into the maintenance of your home. Keeping this type of checklist will provide you with a reference point for when you need to make a budget for repairs around the home in the future.
The important elements of a bill pay checklist
Keep your bill pay checklist in just one place. You can either store it in your phone or print out the monthly bill organizer and keep it with your other financial documents. That way, there’s very little chance that you will miss any of your monthly payments. No matter what style or format you use, include these important elements:
A visual view of all your upcoming monthly bills
A good checklist should show you all of your upcoming bills in the order of their due date. So when making your template or when inputting the information on an online template, list down your bills in this order. Some checklists come in the form of a calendar while others show the bills in alphabetical order. Think about the style you want and how you want to organize your financial information.
The amount due for each of the monthly bills
It would be very useful to place the amount due for each of your bills, especially if you want to plan your budget ahead. This way, you can calculate your budget every time you receive your salary and you can see how much you have left to spend.
How often or when your bills repeat
Although most bills come every month, there are some which don’t arrive regularly and these are the ones which are usually forgotten. For instance, the bills for your car’s insurance might only come two times each year and this gap makes it easy to forget. Therefore, you can print out checklists for all the months of the year so that you can include all of your bills and never miss a single payment.
A method of recording all of the payments you’ve made
Finally, your checklist should also come with a method of recording all of the payments you’ve already made. For example, there should be a space for confirmation or reference numbers which you may need in case any problems arise with regards to your payments. Or you can simply place empty boxes next to the names of the bills and tick them after making each payment.
Setting up your bill pay checklist
A lot of people find this monthly bill template to be very useful and convenient because it serves as a reminder for all of the bills you need to pay. One look at the checklist and you can see paid, upcoming, and pending bills. Simple as this template may seem, you can use it to keep track of your finances each month. Even if you’re not able to receive your bill on time, you will still remember to make the payment when you have the checklist. Here are some tips when setting up this checklist:
- Write the name of the company where you have to pay the bill along with the due date.
- Include all of your bills, even the ones which you pay automatically through your debit or credit card.
- List your bills in the order of their due dates so you can see which ones are the most urgent.
- Also, include the bills which don’t come monthly so you don’t overlook them.
How to use a bill pay checklist?
Using a bill pay checklist is relatively easy, especially when you’ve gotten used to it. When you first start using this checklist, you need to gather all of your bills and arrange them according to their due dates. Then write down these bills on your list according to the arrangement you’ve made along with the amount of each bill.
It would also be very helpful if you include the date of your paychecks so you know when to include the bills for each cutoff. As you pay the bills, tick the space next to them then make a note of the payment or reference number.
Do this for all of the bills. If you also want to include the bills which don’t come regularly, then you may have to print out monthly bill payment logs for all months of the year. It’s that easy!
Here’s what else you can expect from our legal and business services,
We can help you to:
- Organize and structure all departments of your business;
- Be more efficient by smoothing business processes;
- Guide your team tasks with standard operating procedures;
- Save a lot of time and boost your productivity;
- Save thousands of money in lawyer fees;
- Grow your business and close great deals; and
- On matters: Negotiation, Mediation, Arbitration and Court Litigation.
It’s time to bring your life and business to another level. Start to optimize and streamline your life and business today. Get all the professional-grade personal and business templates you need to plan, start, organize, manage, finance, and grow your life and business; one click away in the below links!
FREE DOWNLOADABLE PERSONAL TEMPLATES
For our ONLINE legal/business services, please follow this instruction:
- click the following website link, www.raynessanalytica.com.
- once on the website’s homepage, an ONLINE brown chat box will appear at the right bottom end of screen;
- click on the chat tab, insert NAME, EMAIL and PHONE NUMBER; and
- proceed when ready, letting us know the issue(s) and eliciting HELP from our lawyers and business experts.
P.S. Sometimes all that’s needed is a form, document or tip that can solve problems or issues that repeat in your life or business. To save you from unnecessary legal costs by hiring lawyer(s), here are customizable smart templates/forms that you can use as often as you need; flexible enough to allow for changes without leaving you exposed. Click the following link, FREE CUSTOMISABLE LEGAL TEMPLATES to search for the desired template, download it and embark on your great legal adventure – and don’t forget to bring the bug spray. For each template, we have numerous different customizable documents.
Go to the “Order Now” page and make a request.
We look forward to addressing your concerns and earning your trust and confidence in us!