Track your medical bills with the Medical Expenses Spreadsheet is part of a financial planning series called How to Make a Budget: Easy Steps for Beginners.

Reader Question: Kerry, I’ve been following your budgeting series — where’s the best place to record my medical expenses? Right now I just stack everything in a pile. But by tax season I’ve often misplaced a few receipts and have lost track of what was reimbursed by my medical expense insurance plan. Got a spreadsheet or a medical bills tracking form for someone like me? — Jen

Medical Bills Spreadsheet
Download: Medical Expenses Spreadsheet

Medical Expenses & Medical Bills

Answer: If you need to track medical bills or medical expenses, go ahead and download the Medical Expenses Spreadsheet. Over the years I’ve used it to track various doctor, dentist, optometrist, and physiotherapy costs, and a few non-traditional health care costs as well (acupuncture, anyone?). Anyhoo, if you have prescriptions, lab tests, glasses, and other related medical expenses, indicate those costs in the Medical Professional Paid column.

This spreadsheet is just a starting point — a guideline of sorts — so feel free to add columns or change headings so they work for you and your family. And if you’re not a fan of spreadsheets, print out this download and use it as a simple medical record form. Easy.

I added a column for Mileage, just in case it’s a tax-deductible expense in your neck of the woods. The columns Date Submitted and Insurance Reimbursement are for families paying medical bills before submitting claims or paying the differences not covered by insurance and needing to keep this information separate.

For those looking for the original version, here you go!

medical bills medical expenses
Download: Medical Expenses Spreadsheet
 

Keep all your receipts in a safe spot and during tax time this spreadsheet should help you save a lot of time. I know it helped me when I needed knee surgery. Cheers, Kerry.

More helpful downloads for keeping track of your money:

Government Tax Resources:

Get the series, How to Make a Budget: Easy Steps for Beginners, for more free tools, tips, and downloads.

how to make a budget

Love love love,
Kerry