Monthly Bill Tracker

For Parent's Finances

Keep track of all monthly bills, due dates, and payments. Stay organized and never miss a payment.

Account Holder:

Managed By:

Year: ________________

ParentCareGuide.com

Account Information

Record account details for quick reference. Store this page securely.

Bank Accounts

Primary Checking Account

Bank: _________________________

Account #: _________________________

Phone: _________________________

Online Login: _________________________

Savings Account

Bank: _________________________

Account #: _________________________

Phone: _________________________

Online Login: _________________________

Income Sources

Income Source	Amount	Frequency	Deposit Date
Social Security	$
Pension	$
Retirement Account (IRA/401k)	$
Other: _____________	$
Other: _____________	$
Total Monthly Income	$

Insurance Policies

Health Insurance

Company: _________________________

Policy #: _________________________

Phone: _________________________

Monthly Premium: $_________________

Medicare/Supplemental

Medicare #: _________________________

Supplement Co: _________________________

Policy #: _________________________

Monthly Premium: $_________________

Long-Term Care Insurance

Company: _________________________

Policy #: _________________________

Phone: _________________________

Monthly Premium: $_________________

Life Insurance

Company: _________________________

Policy #: _________________________

Phone: _________________________

Monthly Premium: $_________________

Master Bill List

List all recurring monthly bills. Update when bills change.

Bill/Payee	Due Date	Amount	Auto-Pay?	Account #	Payment Method
Housing
Mortgage/Rent		$
Property Tax		$
HOA Fees		$
Home Insurance		$
Utilities
Electric		$
Gas/Heating		$
Water/Sewer		$
Trash		$
Phone (Landline)		$
Cell Phone		$
Internet		$
Cable/Streaming		$
Insurance
Health Insurance		$
Medicare Supplement		$
Prescription Drug Plan		$
Auto Insurance		$
Life Insurance		$
Long-Term Care		$
Healthcare
Home Care Aide		$
Pharmacy/Medications		$
Medical Equipment		$

Master Bill List (Continued)

Bill/Payee	Due Date	Amount	Auto-Pay?	Account #	Payment Method
Transportation
Car Payment		$
Gas/Fuel		$
Subscriptions
Newspaper		$
Magazines		$
Medical Alert System		$
Meal Delivery		$
Other
Credit Card 1		$
Credit Card 2		$
		$
		$
		$

Monthly Summary

Total Monthly Income $_____________

Total Monthly Bills $_____________

Remaining for Groceries, Misc $_____________

💡 Bill Management Tips

Set up auto-pay for fixed bills to avoid late fees
Keep variable bills (electric, gas) on manual to review amounts
Set calendar reminders 5 days before due dates
Consider bill pay through the bank to consolidate payments
Request paperless billing to reduce mail clutter

Monthly Payment Tracker

Month: _________________ Year: _________________

Bill/Payee	Amount Due	Amount Paid
	$	$
	$	$
	$	$
	$	$
	$	$
	$	$
	$	$
	$	$
	$	$
	$	$
	$	$
	$	$
	$	$
	$	$
	$	$
	$	$
	$	$
	$	$
TOTALS	$	$

Notes for This Month

Monthly Payment Tracker

Month: _________________ Year: _________________ (Print additional copies as needed)

Bill/Payee	Amount Due	Amount Paid
	$	$
	$	$
	$	$
	$	$
	$	$
	$	$
	$	$
	$	$
	$	$
	$	$
	$	$
	$	$
	$	$
	$	$
	$	$
	$	$
	$	$
	$	$
TOTALS	$	$