Automated School Fees Tracker and accouting

I need a polished Excel workbook that lets me keep on top of every fee payment the moment it happens. The file must:

• Calculate balances automatically the instant I enter or import a transaction.
• Trigger clear payment-due reminders (conditional formatting, a dashboard alert, or a lightweight VBA pop-up—whichever you feel is fastest to implement).
• Store a complete payment history so I can pull up any student’s past activity in seconds.

All records have to be organised chronologically; date is the primary key because I often reconcile against bank statements first and then drill down to the individual student or class later.

I’m looking for something that opens in native Excel (no external add-ins). If you lean on formulas, tables, PivotTables, Power Query, or a small macro module, that’s fine—just keep it stable and easy to maintain. A clean, intuitive interface is important because non-technical staff will handle daily entries.

Deliverables I’ll accept:

1. An unlocked .xlsx (and, if macros are used, a matching .xlsm) containing the finished tracker.
2. Brief setup notes so anyone on the team can start entering data immediately.
3. A quick hand-off call or video walkthrough (10–15 min) to confirm everything works as expected.

I need the first workable draft right away, so please respond only if you can start immediately and deliver quickly.