One row per bill
Keep the receipt reference and notes beside the amount.
FREE EXPENSE WORKBOOK
Record the date, category, amount, payer and payment status. The workbook totals recorded costs and separates paid from unpaid entries.
Keep the receipt reference and notes beside the amount.
Use the payer column to make family conversations easier.
Formulas show recorded costs, paid costs and amounts still unpaid.
Download the Excel workbook and save your own copy. Add one row per bill or purchase, using the date, description, category, amount, payer and payment status columns. Keep a receipt reference or short note beside the entry so another family member can understand it later.
Recorded costs add all entered amounts. Paid costs include entries marked paid. Unpaid costs include entries marked unpaid. These totals describe bills; they do not calculate reimbursements between family members. A provider being paid does not necessarily mean every family contribution has been settled.
No. The workbook keeps the evidence for a conversation in one place. It does not assign ownership shares, decide who owes money, or transfer funds. Agree separately on how your family handles shared purchases and keep that agreement with the records.
There is no automatic spreadsheet import in this starter. You can keep using the workbook or manually add the costs you want to track in the app. The download works without creating an Everporch account.
Prepared by Ronald Barnhart, founder of Everporch. Updated October 1, 2026.
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