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Tutor Lesson and Payment Tracker — Excel Template

A tutor’s workbook: students with rates, lesson and payment logs, a balance (debt or advance) for each student, and income by month and subject.

Tutor Lesson and Payment Tracker — Excel Template
390 ₽
≈ 4 USD
Blank template + filled-in example · Excel 2007+, LibreOffice, Google Sheets
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What it is for

When you have a dozen students and payments arrive at different times, it is easy to lose track of who has had how many lessons and who owes you. Here a lesson is entered as one row, the rate and amount fill in automatically, and the students table shows the debt or advance, the date of the last payment and how many lessons the money covers.

What is inside

  • “Lists”: subjects, lesson statuses with a charge percentage (late cancellation, trial and others), lesson formats and payment methods.
  • “Students”: up to 40 students with rate, contacts, number of lessons, charged, paid, balance and a settlement traffic light.
  • “Lessons” and “Payments”: logs for 2,000 and 1,000 records.
  • “Summary”: income by month (charged and received), hours, average charge, breakdown by subject, charts.

Who it is for

Private tutors and teachers, music and language instructors, coaches and speech therapists who give one-to-one lessons and want to see debts and income without manual calculations.

What you get

An empty template and a filled-in sample with fictitious data, so you can see how the formulas and checks work. It is an Excel template built on ordinary formulas, not an accounting program. All fixes and new versions of the project are free.

Compatibility

Excel 2007 and later, LibreOffice. No macros. Rates and thresholds are kept in settings. The calculation is indicative. The file is in English.

Questions and answers

How is the lesson price calculated?
The student’s rate per 60 minutes is multiplied by the duration and divided by 60, then multiplied by the charge percentage of the lesson status. You set the percentages in the lists.
How do I handle a cancelled lesson?
Choose a status: a late cancellation by the student is charged in full by default, while an advance cancellation and a cancellation by the tutor are not charged. The percentages can be changed.
What is the student balance?
It is paid minus charged over all time. Negative means debt, positive means an advance. Next to it you can see how many lessons the advance covers.
Does the template calculate taxes?
No, only lessons and settlements with students. Calculate taxes and receipts according to the rules that apply to you.