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Two items that can help greatly with helping clients to track their finances are thePayee Ledger and the Monitoring Checklist.
The Payee Ledger is used by volunteers to keep track of all the client’s income and bills that are paid.
Download Blank Rep Payee Ledger
The Monitoring Checklist is used to review that all bills have been paid and all income have been received.
Download RP Monitor Checklist
Posted on April 17, 2014 in Reports, Tools | Permalink