The POA Ledger

The POA Ledger is a complete record of your parent's money, showing what came in, what went out, the receipts behind it, and what you paid yourself back, all in one place that the family can read. It works in Excel and Google Sheets with formulas and dropdowns already built, and it fills in a monthly summary, a Family Update, an annual summary, and a five-year view for you. You also get a filled-in example, 12 printable pages if you prefer paper, and a short How to Use guide. If it isn't right for you, you can ask for a full refund within 30 days. These are record-keeping templates only and are not legal, tax, or financial advice.