Quick viewVendor: PlanoNest
Pta Reimbursement Form Excel Template | PlanoraNest Template$1.00
4.7 / 5.0 (3) total reviews
Instant digital deliveryOne-time purchase — yours foreverSecure checkout powered by Stripe14-day refund policyLoved by budgeters, freelancers, and small teams
Instant digital deliveryOne-time purchase — yours foreverSecure checkout powered by Stripe14-day refund policyLoved by budgeters, freelancers, and small teams
Instant digital deliveryOne-time purchase — yours foreverSecure checkout powered by Stripe14-day refund policyLoved by budgeters, freelancers, and small teams
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Vendor: PlanoNest
Credit Account Register Excel Template | PlanoraNest Template
4.7 / 5.0 (3) total reviews
$1.00
Excel
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This credit account register excel template from PlanoraNest gives you a ready-to-use workbook with Register, Settings, and Help sheets. Pre-labeled rows, sensible formulas, and a layout you can open and start editing in minutes.
Works in Excel, Google Sheets, and WPS. One-time purchase at $1 (regularly $1), instant download, no subscription.
Who it's for
- Employees and managers tracking reimbursements with receipt-friendly rows.
- Small teams logging categories, dates, and approval status in one workbook.
- Anyone replacing sticky notes with a structured expense log.
What's in the workbook
5 sheets — start with Start Here:
| Sheet | What it does |
|---|---|
| Start Here | Quick-start guide with worksheet overview, setup tips, and navigation to the main sheets. |
| Register | Key fields: Date, Payee / Description, Category, Tag, Memo, Clr, and more. |
| Settings | Other Credits. Key fields: Payments, [ Payment from Checking ], boxes within the Register worksheet.. |
| Help | Sections include Using the Category Summary Table, Cleared Balance. Includes rows for Help, Getting Started, Customize the List of Categories and Payees, Tag Column, Deleting a Transaction, [42], and more. |
| About | Template attribution, license notes, and PlanoraNest link. |
Key features
- Monthly columns: Enter figures across calendar months with automatic total columns.
- Multiple worksheets: Register, Help — use the sheet that matches your workflow.
- Built-in totals: Subtotals and summary rows calculate as you type.
- Editable labels: Rename categories, rows, and headers to match your process.
- Print-friendly: Clean spacing and headings suitable for PDF or paper copies.
Preview
Screenshots from the actual template:
Start Here
Register sheet
Settings sheet
Help sheet
About
How to use
- Open Start Here for navigation tips and setup notes.
- Work on Register (and Help if needed) — replace sample labels with your own items.
- Enter your dates, amounts, or names in the editable cells; totals update automatically.
- Review summary or total rows at the bottom of each sheet before sharing or printing.
Works with
- Microsoft Excel (desktop & web)
- Google Sheets
- WPS Office
- LibreOffice Calc
One-time purchase · $1 USD (regularly $1) · Instant download · No account required to use the file after purchase.
Frequently asked questions
How it works
1. Purchase
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2. Access
Since our products are digital, you'll receive immediate access after your purchase completes.
3. Use
Open your template in Google Sheets, Excel, or Notion and start using it right away with our included instructions.
Priya Nair
Operations manager
Verified purchaseStraightforward setup, fair price
Not an Excel power user, but the Start Here guide made setup obvious. I customized dropdowns, replaced sample data on Start Here, and started tracking work the same day. One-time purchase was worth it.
Marcus Webb
Small business owner
Verified purchaseRegister saved our team time
Our team uses the Register sheet weekly. Key fields: Date, Payee / Description, Category, Tag, Memo, Clr, and more. For $3.9 it beat the free templates we tried — fewer broken totals and a clearer layout.
David Okonkwo
Team lead
Verified purchaseExactly what I needed for Start Here
I needed a practical credit account register excel template without rebuilding formulas from scratch. The Start Here sheet already had the rows I use — Start Here. I renamed a few labels, entered last month's numbers, and had a working version the same afternoon. Opened it in Google Sheets and everything calculated correctly.