01
Transactions
Every payment in and out of the donor's accounts, with a running balance per account and checks for missing receipts, payments to an attorney with no note and possible duplicates
For family & friends acting as attorney
7 reasons to keep LPA records you can show anyone
If you are an attorney under a lasting power of attorney for property and financial affairs, gov.uk says you must keep the donor's money separate from your own and keep records of decisions, money and assets, and the Office of the Public Guardian can ask how the LPA is being used. This record keeper puts all of it in one workbook.
- Excel & Google Sheets, no macros
- Example + blank file
- Start-here guide
- One-off price, no subscription
Screens from the included example file. All names and figures are fictional.
3,000transactions
200gifts and decisions
20accounts checked against statements
0macros, add-ons or subscriptions
The list
Why a ready-made tracker beats paper and a blank spreadsheet
02
Accounts
Up to 20 accounts, each checked against the bank statement (Reconciled or the difference), with a flag for out-of-date statements and joint accounts
Get the tracker · £16.99 Instant download · Excel & Google Sheets
03
Gifts register
Occasion, relationship, the donor's views and why the gift is reasonable, with checks for gifts not on a customary occasion, to someone not connected, to an attorney, or adding up over your own review amount in a tax year
Attorney expenses
Mileage and out-of-pocket costs, what is owed and what has been repaid
Decisions log
Important decisions with the donor's views, who you asked, any disagreement and a review-by date
Regular payments and Assets & Debts
What comes in and goes out each month, and a net worth snapshot
Statement
Money in and out by category, balances at the start and end, gifts and expenses, with a sign-off for a co-attorney
Get the tracker · £16.99 Instant download · stuck? Email us for help
Compare
Three ways to keep these records
| Feature | Paper or notes | A blank spreadsheet | This tracker |
|---|---|---|---|
| Transactions | ✗No | ~ If you build it | ✓ Built in |
| Accounts | ✗No | ~ If you build it | ✓ Built in |
| Gifts register | ✗No | ~ If you build it | ✓ Built in |
| Attorney expenses | ✗No | ~ If you build it | ✓ Built in |
| Decisions log | ✗No | ~ If you build it | ✓ Built in |
| Cost | Free, plus your time | Free, plus your time | £16.99 once |
What's inside
Everything you download
3 files
- XLSX LPA-Attorney-Accounts.xlsxfilled with fictional example data (4 accounts, a year of transactions, 5 gifts, 7 expenses, 6 decisions) so you can…
- XLSX LPA-Attorney-Accounts-BLANK.xlsxan empty copy, ready for your own records
- PDF Start-here.pdfone-page quick-start guide, including how to open it in Google Sheets
Also included
- Dashboard: totals, a "What needs your attention" list and charts of spending by category and where the money is
- Up to 3,000 transactions and 200 gifts and decisions
Good to know
- A Health check on the Start Here tab and a Check/Status column on every log flag missing or odd entries
- The checks flag entries to look at again. They do not decide whether a gift, payment or decision is allowed
- Works for enduring powers of attorney (EPA) too. England and Wales. Dates show as DD/MM/YYYY
Is it right for you?
Made for some, honestly not for others
A good fit if you…
- family members and friends acting as attorney
- use Excel or Google Sheets on a computer
- want to pay once, not another subscription
Not for you if you…
- need Apple Numbers or mobile-only editing
- want someone to do the records for you
How it works
Three steps, about 10 minutes to set up
- 1
Set up once
The donor and LPA details on Settings and each account with its starting balance (about 10 minutes)
- 2
Record as you go
Payments on Transactions; gifts, expenses and decisions on their own tabs
- 3
Check and report
Enter each bank statement balance, clear anything flagged, and print the Statement when asked
Microsoft Excel2010 or newer (Windows & Mac) and Microsoft 365
Google SheetsFree Google account. Upload the .xlsx, then set the locale to United Kingdom
0
No macrosNothing to enable, no add-ons or subscriptions. Not designed for Apple Numbers or mobile-only editing. A computer is recommended
- Instant download
- Example + blank file
- Start-here guide
The offer
Complete LPA Attorney Record Keeper
£16.99one-off · no subscription
- Filled with fictional example data (4 accounts, a year of transactions, 5 gifts, 7… (LPA-Attorney-Accounts.xlsx)
- An empty copy, ready for your own records (LPA-Attorney-Accounts-BLANK.xlsx)
- One-page quick-start guide, including how to open it in Google Sheets (Start-here.pdf)
- Licensed for use within one business or household
Price includes VAT where applicable — calculated at checkout. Secure checkout by Payhip.
14-day money-back guaranteeIf the template doesn't work for you, email info@phkmedia.co.uk within 14 days of purchase and we'll refund you in full — no hoops.
Questions? Email info@phkmedia.co.uk
Stuck after you buy? We'll help you set it up.
Digital download, nothing is posted. This record keeper is a record-keeping aid, not legal or financial advice. Terms & licence.
14-day money-back guarantee
If the template doesn't work for you, email info@phkmedia.co.uk within 14 days of purchase and we'll refund you in full — no hoops.
Full policy in our Terms.
FAQ
Questions people ask
Is it for deputies?
No. Deputies appointed by the Court of Protection file their own OPG deputy report.
Can two attorneys share it?
Yes, in Google Sheets you can both edit one copy; each expense and decision records who made it.
What if it doesn't work for me?
You're covered by our 14-day money-back guarantee. If the template doesn't work for you, email info@phkmedia.co.uk within 14 days of purchase and we'll refund you in full — no hoops.
What happens after I pay?
This is a digital product. Nothing physical will be shipped. Your download link appears straight after checkout and is also emailed to you.
Can I get help if I'm stuck?
Yes. Message us at info@phkmedia.co.uk and we'll help you set it up.