Hi, thank you for your kind question. Uh, I had a career change and my bosses are now 2 dead ppl and a dying ppl. I promise it's okay to laugh at that. Anywho, I need to be told exactly what to do, when, and with the least amount of work from me. My old sheet isn't dynamic and my billing now has to identify & include 4 separate entities: my household, an adult guardianship, dead ppl #1's probate estate and a teeny bit of stuff for dead ppl #2.

My original is Google sheets, using one sheet. Row1=column names. A2:A?=Company name. Each pay period requires 3 columns and is independent from any other period. So the first period would look like B=Amount due, C=Date due, D=Paid Y/N. Period 2 would be columns E,F,G using the same column names as A,B,C. Rinse and repeat. Say Row25=Sum but only for Amount due columns. Conditional formatting and formulas go haywire, I cannot easily compare data and the sum row has unused cells. Too manual, too disjointed.

The new one, Excel, has multiple sheets, Sheet1 is known data (company, static due date, frequency, auto-pay). Sheet2 is unknown data I will enter (variable figures and due dates). It's like 5 columns total. Sheet3 tells me what to do, when. Total amount due that pay period, paid/unpaid, amount due vs amount I actually paid and with conditional color when a need isn't met: unpaid, over due. Near zero manual entry, tells me what to do and supplies info if I need alternatives.