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:
(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!
Here’s how it works:
- Enter your students’ names.
- As you receive payments for the month, fill in the date, amount, reason, and method of payment.
- 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.
- 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:
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, 7,820 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.
Download link here (Numbers file for Mac or iPad “Numbers” app):
Weekly Schedule -- Spreadsheet (152.4 KiB, 5,777 hits)