Charitable Donations and Medical Expense Tracker Excel for your tax-season prep — cash and non-cash donation logs, a medical expense log, and a Schedule A deduction summary with a dashboard. Know which donations…
About this template
Charitable Donations and Medical Expense Tracker Excel for your tax-season prep — cash and non-cash donation logs, a medical expense log, and a Schedule A deduction summary with a dashboard. Know which donations actually count, which medical costs clear the AGI threshold, and what your Schedule A total really is.
$24
Excel & Google Sheets template — instant download on Etsy
Cash Donations Log — date, charity, method, amount, and whether you kept the receipt for every cash gift. Documented and undocumented amounts split by formula.
Non-Cash Donations Log — date, charity, items donated, fair market value, receipt kept, and the thrift-store valuation note for every donated item. Undocumented gifts are flagged, not counted.
Medical Expense Log — date, provider, description, amount paid, insurance reimbursed, and net out-of-pocket for every medical cost.
Deduction Summary — documented vs undocumented donations, receipt coverage, medical net cost vs the 7.5 percent AGI threshold, deductible medical amount, and the combined Schedule A contribution. Enter your AGI and the threshold updates by formula.
Dashboard — total donations given and documented, receipt coverage, medical costs vs threshold, Schedule A contribution, donations by charity, and medical costs by provider.
Cover and How to Use — start here. Yellow cells are the only ones you edit.
Quick profit check — Charitable Donations & Medical Expense Tracker
Try the headline numbers for a typical month. The full template does this job by job with a monthly P&L and dashboard.
Frequently asked questions
What does the Charitable Donations & Medical Expense Tracker track?
The Charitable Donations & Medical Expense Tracker tracks Cash Donations Log; Non-Cash Donations Log; Medical Expense Log; Deduction Summary; Dashboard.
What do the example numbers show?
The included example shows: Cash donations given 1,655; documented 1,405; undocumented 250.
Does it work in Excel and Google Sheets?
Yes. The workbook works in Microsoft Excel and in Google Sheets (upload the .xlsx file to Google Drive to open it in Sheets). It is an instant digital download from Etsy — no physical item is shipped.