Digital Version: Spreadsheet for Payments Received

Numbers-icon

For the past couple of years, I’ve been using a form I created using Microsoft Word to track payments received from piano students each month.  I printed a new sheet each month (that way I could update the student roster list each month as it inevitably evolves), inserted it into my three-ring binder, and then penned in the details about each payment.  Here is what that form looks like:

Record of Payments Received

numbers(Click here for details about downloading that form.)

For the past few months, I’ve been testing out a new digital version of this form using Apple’s Numbers app on my MacBook.  The advantage of this system is that if I save the document in iCloud, I can edit the spreadsheet from my iPad in the Numbers app.  Thanks to iCloud, everything stays synced.  I am loving this system so far!

Screen Shot 2014-12-30 at 4.57.26 PM

Here’s how it works:

  1. Enter your students’ names.
  2. As you receive payments for the month, fill in the date, amount, reason, and method of payment.
  3. When you deposit the checks at the bank, you can indicate the date that you deposit the checks in the bank by ticking the checkmark boxes in the last columns.
  4. At the end of the month, you can duplicate this sheet to prepare for the next month.  Right click on the tab that says “January” and select “duplicate.”  Change the name of the new sheet to February, clear the cells other than the students’ names, and now you are ready to start record-keeping for the next month!

Here is how it looks on my iPad Mini:

IPad mini screenshot - Payment Received Form

Do you have a Mac and/or iPad and want to give it a try?  Here is my Numbers spreadsheet.

Download link here:

  Record of Payments Received -- Spreadsheet (167.4 KiB, 5,011 hits)

While I’m at it, I’ll share the spreadsheet I use for my weekly teaching schedule.  I’m glad if anyone else can use it.  I use Google Calendar for my daily calendar, but I like having this spreadsheet around, too, that I can easily print for reference.  Like the previous spreadsheet, this one can sync to Numbers on your iPad if you save it to iCloud.

Screen Shot 2015-01-02 at 4.20.30 PM

Download link here (Numbers file for Mac or iPad “Numbers” app):

  Weekly Schedule -- Spreadsheet (152.4 KiB, 3,601 hits)

Enjoy!

PG
Joy Morin is a piano teacher in northwest Ohio (United States) who enjoys keeping her teaching fresh with new ideas and resources. ColorInMyPiano.com serves as a journal of her adventures in piano teaching as well as a place to exchange ideas and resources.

Joy has blogged 1131 posts here.

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11 Comments

  1. Posted 5 January 2015 at 12:28 pm | Permalink

    This seems like a great way to stay organized. I’m still using excel files to keep track of things, and they don’t sync to my iPad. Yet another reason for me to consider a macbook when I finally replace this old laptop!

  2. Maryjane
    Posted 6 January 2015 at 9:29 am | Permalink

    Love your practical and enthusiastic columns, Joy!
    This sounds like a good way to track monthly payments.
    I collect bi-monthly payments via email. Here’s how it works:
    I divide the 35-week year into 5 equal seven-week payments.
    Each family gets a generic statement on the 1st of every other month.
    ( I have three statements, one for 30-minute lessons, one for 45-minute lessons, and one for 60-minute lessons.) Budgeting is easier for parents, as payments stay the same. I do tack on a music fee in Sept. and a recital fee in June. It takes about
    10 minutes to send out the emails bi-monthly.

    • Posted 6 January 2015 at 11:23 am | Permalink

      It sounds like you have a system that is working well for you, Maryjane!

  3. Elsa
    Posted 6 January 2015 at 3:31 pm | Permalink

    Wow!! You just made my life easier, Joy! Thank you so much! :)

  4. Valerie
    Posted 11 January 2015 at 9:03 pm | Permalink

    I’m glad you posted abt this, Joy! I have been using Excel, but I think I’ll switch to Google Drive (same idea with syncing, but since I have an HP computer and an iPad, I can’t use iCloud to sync. I’m excited for the change!

    • Posted 12 January 2015 at 9:07 am | Permalink

      Valerie, Google Spreadsheets is a great idea! Thanks for commenting!

  5. Posted 29 August 2016 at 5:45 pm | Permalink

    Hi, I have an older version of Numbers on my iMac and the files won’t open. But this is EXACTLY what I have been looking for in a new system this year. Was there a specific template you used that had everything or did you have to add the checkbox columns to an existing one?

    • Posted 30 August 2016 at 9:51 am | Permalink

      Melinda, I think that I can export a Numbers ’09 version of the file. I just sent you an email.

    • Cathy
      Posted 20 September 2016 at 11:46 am | Permalink

      Hello Melinda, I have the same situation as you – can’t give up my old MacBook.
      You can open Joy’s files with iCloud if you plan on syncing with an iPad.

  6. Marcia
    Posted 7 September 2016 at 7:32 pm | Permalink

    Thank you for getting me started on a new system of book-keeping. Technology is a struggle and you gave me just enough encouragement to try it. Thank you for your generosity. Marcia

  7. Bonnie
    Posted 23 September 2016 at 8:05 pm | Permalink

    Hello Joy, Wow, what a great idea! I feel lucky to have a Macbook laptop and an iPad (although it is a very old iPad; I need to upgrade so I can get more than 16gb of space for apps). I am going to start using the Numbers spreadsheets instead of handwritten notes. Also, I am already using the calendar that comes on the iPhone and all Apple devices for my scheduling. I’m not sure if this links easily to the other Apple programs/apps, but it should.

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