Excel Bill & Tax Tracker Setup

Job ID: 39790946

Budget: $25 – $50 USD

I have several recurring payments—household bills, property taxes, and insurance premiums—and I’m looking for a single Microsoft Excel workbook that lays everything out clearly so I always know what is due and when. The workbook should separate those three categories while still giving me one at-a-glance dashboard of upcoming dates.

Here is what I need delivered:

• An Excel file with individual tabs (or a well-structured table) for Bills, Property Taxes, and Insurance.
• Columns that capture at minimum: payee, amount, due date, payment frequency, and status (paid / outstanding).
• A summary view that pulls the next due items from all categories so I can see urgent payments immediately.
• Formatting that keeps the sheet readable—consistent fonts, alternating row shading, and clear headings.

Please build it so I can add or remove line items without breaking any references or totals. If you typically use conditional formatting, sparklines, or simple dropdowns to streamline data entry, feel free to incorporate them as long as the file remains lightweight and intuitive. Once finished, send the editable Excel file along with a brief note explaining any formulas or features you added.