Simple Payment Tracker?

vdemattei

I'm trying to track payments for several homeowners over a period of time. I already have homeowners in individual rows in other workflows and I copy them to a payment tracker, shown above. I'm not sure how to track their payments in a way that makes sense... I started with each column representing a month, so we can fill in what they pay each month and it will subtract from the homeowner balance... but this would require me to have infinite month columns. This would work for a while, but I will run out of columns eventually. I had also thought that I'd have 1 sheet like this per year and I'd create a new sheet each year from a template. But that would require me to re-path my automation to the new sheet each year and copy info from this year's tracker into the next year... that seems too complicated. (I'm also a volunteer, so I'm hoping to create a set up that my "clients" can use on an on-going basis that doesn't require my attention or help after the initial set up).

Has anyone else figured out a simple way to do this in basic smartsheet? I'm clearly not an accountant.

Paul Newcome

What is the longest term?

vdemattei

https://community.smartsheet.com/discussion/comment/398870#Comment_398870

24 months, typically.

Paul Newcome

My suggestion would be something similar to what you have but with relatively generic helper columns and some creativity in setting up your metrics sheet.

I know I have done this before, but I am unfortunately out of time for today. Let me dig through my notes on Monday, and I will get back to you.

vdemattei

https://community.smartsheet.com/discussion/comment/398999#Comment_398999

Hi Paul, I appreciate you taking the time to think about this request. I'd love to hear your thoughts.