How to Make an AR Aging Report in Excel
Every month-end, finance needs the same thing: which invoices are overdue, and by how much — grouped into 30/60/90-day buckets. Done by hand it's a days-overdue column, a wall of nested IFs, and a stack of SUMIFs. Here's the shortcut.
Last updated: September 2026
| Aging band | Count | Total | |
|---|---|---|---|
| 0–30 | → | 12 | 18,400 |
| 31–60 | → | 5 | 7,900 |
| 61–90 | → | 2 | 3,100 |
| 91+ | → | 1 | 2,250 |
Method 1 — a days-overdue column + SUMIFS
- Add
=TODAY()-B2to get days overdue from each due date. - Total each band with
=SUMIFS(Amount, Days, ">=0", Days, "<=30"), repeated for each band. - It works, but you rebuild it every month and it's easy to get a band edge wrong.
Method 2 — a PivotTable with grouping
You can drop the days-overdue column into a PivotTable and Group it into 30-day bands — faster to refresh, but the grouping dialog is fiddly and the labels come out as raw ranges you then have to tidy.
The 1-click way — Tellsheet
Aging Buckets builds the report for you. Point it at the invoice- or due-date column, optionally at an amount column, and it ages every row "as of" today (or a date you choose) and writes a clean summary on a new sheet — 0–30 / 31–60 / 61–90 / 90+ (edit the edges to anything you like) with a count, a percentage, and a per-band total, plus a grand-total row. Invoices not yet due get their own Not due band. Pairs with Group & Summarize and Bucketize.
Frequently asked questions
How do I create an aging report in Excel?
A days-overdue column + SUMIFS, a grouped PivotTable, or Tellsheet's Aging Buckets in one click.
What are the standard buckets?
0–30, 31–60, 61–90, and 90+ days — configurable in Tellsheet.
Can I total the amount per band?
Yes — pick an amount column and each band shows its total.
What about invoices not yet due?
They fall into a separate "Not due" band rather than skewing 0–30.
Related Excel guides
Build an aging report in one click
Aging Buckets rolls invoices into 30/60/90 bands with totals — inside Excel, nothing uploaded.
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