![]() ![]() Includes a credit card register to track credit card charges used for your practice.Simple check register that automatically gives a balance based on the entries.Just plug in your information and the pre-loaded formulas make all of the calculations for you!Ĭhecking and Credit Card Registers – Use this simple template to keep your checking account balance along with recording credit card purchases. The templates are ready to use with all of the basic formulas and functions pre-loaded.Īll you need to do is to start plugging in your numbers and the templates do the calculations and give you a picture of the financial side of your business. Chrome is the preferred browser.Īnd to be HIPAA compliant, it is recommended that you use * Google G-Suite to make your account more secure and get the BAA (Business Associate Aggeement).Īccounting Templates for Google Sheets is a set of templates designed to give counselors, therapists and other clinicians in private practice a simple way to track the business side of their practices. You will need to have a Google account and be logged in to your Google account in order use Google Sheets. Select RESPONSES from the top of your form and then click the spreadsheet icon to rename the spreadsheet (if you want).Are you are on a budget or just starting out in private practice? Using Google Sheets to track the business side of things is a simple way to get started… The problem is it just takes so much time to create the right spreadsheet and getting it to work the right way… Plus… knowing HOW to set everything up! Here’s the solution… The Practice of Therapy’s Google Sheets Accounting TemplatesĬhecking and Credit Card Register Private Practice “Bookkeeper” with Profit and Loss Statement Budget Tracker Client Information and Payment Log Set Up CalculationsĮvery entry from your form is gathered in a nicely formatted spreadsheet at Google Sheets. A colorful form might make tracking expenses fun, if that’s at all possible! The paint icon at the top of the page is where you go for those changes. This isn’t necessary, but your form can also include images, headings, and a unique color scheme. You can share this with anyone you want to use the form with, or send it to yourself so that it’s easily accessible from your phone. Use the preview button (the eye icon) at the top of Google Forms to get the URL to your form.This will come in handy later when we interpret all the results from the form. Use the suggestions above, like the payment method and description question, to provide yourself with as much detail as possible. Continue through the form making all the different questions you want to ask yourself each time you buy something.Select the first box and change it to Short answer.Rename your form to something recognizable.You’ll learn that editing the form is extremely easy, so you shouldn’t have any problem customizing it for yourself. We’re using broad questions with even broader answer options to show how this works. This is a sample expense tracker, so yours, by no means, needs to look exactly like this one. So, if you do want a really specific field for something, just make it not required so that you don’t have to use it for every transaction. On that note, you can make any of the fields in your expense tracker form required or not required. You don’t necessarily need a field that asks what kind of food you’re buying, for example, unless this is solely a food expense tracker you might want to also use this for recording rent payment and phone bills. When deciding what to include in a Google Forms expense tracker, keep in mind that you want the fields to be as broad as possible so that they can apply to anything you’re purchasing. Notes: Any extra notes you need to make?.Who ran the expense: If there are multiple people using the form.Payment method used: How are you paying for it (which card/bank/app)?.Category: What type of purchase is it (entertainment, food, bill, etc.)?.Description: What are you spending money on?.Store: Where are you spending the money?. ![]() Here are some examples of what you might want to track:
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