Description
One family member ends up handling bills, insurance, appointments and accounts for someone else, with no system and no way to show siblings what was spent.
One family member ends up handling bills, insurance, appointments and accounts for someone else, with no system and no way to show siblings what was spent.
This is a complete system to get organized when managing a parent’s finances and keep the work under control: a
49-page workbook that walks through the method, and a
10-sheet tracker that does the counting for you.
Who this is for
Adults managing money and paperwork for an ageing parent or relative.
The workbook
Getting authorised properly, what to centralise first, coordinating with siblings, keeping a defensible record of spending on someone else’s behalf.
The tracker
Household ledger for the person cared for, reimbursement tracker, appointment and medication log, document register. 485 formulas calculate as you fill it in, so
you are reading results rather than building a spreadsheet.
What you get
- 49-page PDF workbook (12,497 words)
- 10-sheet Excel tracker with 485 formulas,
Excel-format .xlsx, recalculated and mutation-tested in LibreOffice Calc. Microsoft Excel desktop and Google Sheets import were not verified. Formulas are visible and unlocked; no macros or external connections - Read-me-first guide so you know where to start
- Instant download, 143 KB, yours to keep
What this is not
No legal advice on power of attorney or guardianship. No medical guidance. Educational organization only, not tax, insurance or investment advice. One recipient and one USD checking account per file; fixed prepared ranges. One settlement or partial settlement per reimbursement row, not a multi-installment history. Medication names and sources only, not doses, reminders or treatment decisions. Institution acceptance is a recorded response, not a finding that authority is legally valid. Demonstration records are fictional.
