Excel Spreadsheet

Can anyone assist me. I am looking for a spreadsheet to keep track of my shopping assignments, track mileage and expenses.

Robert Woods

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I'm a scheduler and have been considering creating a sheet like this to better help shoppers keep track of their shops and everything - if you could give me some more information such as other column ideas I would be more than happy to help you!

Dylan Lerner
DLerner@informars.com
Mystery Shop Department
Informa Research Services
www.informams.com

I would suggest not recreating the wheel. There are several member that have an excellent excell sheet already done. Just need to research. The main one I seen people talk about is the mysetery shoppers bible.

I have one and would be happy to pass it on. Just PM me with your email address and I'll send it on.

Quicken Home & Business !!!!!

You can keep track of everything in your life, including mystery shopping

I enter my forthcoming scheduled shops as upcoming "Invoice Reminders."
Once I complete a shop, I enter the invoice with a payment due date so I know when I will get paid.
If I have any reimbursable expenses, I mark them as "reimbursable" in my various account registers when I enter the transaction.
You can attach files to any transaction in Quicken, so I upload copies of any receipts to the relevant transactions. And, I attach PDFs of my shop reports to most of my shop invoices.
Also, Quicken tracks mileage, and allows you to attach mileage records to specific jobs.

Reports can be run for just about anything you want.

I have found Quicken to be a flawless way to keep on top of my mystery shopping business. And, it is properly connected to the rest of my life. Taxes are a cinch at the end of the year because everything is already properly documented.

It's well worth the investment.

Mystery shopping is so time consuming as it is. Why does a spreadsheet do anything but take more minutes out of the day? I used to do a list that was just typed. It got too time consuming. At this time, I do more merchandising than mystery shopping. If I want to find out when I get paid, I just go to the company website. They have a list of all of my assignments. If I'm that concerned, I can make a print copy. What I can't do is save them for perpetuity with my method, but I could always save a screen shot. It would be nice to have it all by month, but I just can't afford the time. I keep my monthly payments the old-fashioned way anyway. If it makes IRS happy, I don't do any extra.

I have one as well. Mine goes from a to p with different categories....
pm me if you want to look at mine. I will want to show you a blank template. You can choose which one works for you better.
I also like to guess how long it will take me to get to a shop and how long it will do the report and schedule meals too on an outlook calendar, too.
I do not make enough at mystery shopping (yet, one can hope) to need to file taxes every quarter so I keep a running total for the year. Since this is my first year, at a glance I can see the number of shops I have done so far....

The reason I do all this is: 1. to make sure I get paid for my assignments
2. to know what to report to the IRS
3. to help me guess what makes more money if I change a strategy
i.e. fewer assignments closer to home vs. travel to a spot and do more assignment spending more on gas , doing more telephone shops, etc.

________________________________________
Two wrongs don't make a right, but three lefts do.

I use the Mystery Shopping Bible. If you do a search of the forum for the past year, you should find the previous threads. The creator of the MS Bible used to post here periodically.

I decided to spend the $10.00 (over a year ago) because I needed something fast and I didn't have the knowledge or time to create one from scratch. When you are new to MS'ing, you are still learning the ropes so most likely you won't even know what you need yet. And sometimes it is more of a PITA to fix something or recreate something than starting from scratch.

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
“I'm the one that's got to die when it's time for me to die, so let me live my life the way I want to.”
~ Jimi Hendrix

“The fear of death follows from the fear of life. A man who lives fully is prepared to die at any time.” ~ Mark Twain

“To the well-organized mind, death is but the next great adventure.” ~ J.K. Rowling, Harry Potter and the Sorcerer's Stone

I created my own Excel sheet, but also track income and expenses on Quickbook for taxes.

Not my circus - Not my monkeys @(*.*)@

~Polish Proverb~

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