Excel workbook
Home Project and Renovation Budget Tracker: Estimates, Quotes, Costs So Far and the Projected Final Bill in Excel
Know what the project is likely to cost before the last bill arrives: estimates, quotes, payments and a cushion in one place.
$19 one time · example and blank copies · download link by email
Who it is for
Homeowners planning a repair, a kitchen or bathroom update or any project with more than a few moving parts.
Why it is different
- The projected final cost uses what you have actually paid for finished items and your estimate or quote for the rest.
- The quote comparison reminds you to compare what is included, not just the price.
- A filled example for an invented kitchen and bathroom update and a blank copy with working formulas.
What is inside
- Start Here. Purpose, which cells to fill in and what the tracker is not.
- Setup. Your projects, rooms, categories and the cushion you want to hold.
- Items. Up to 150 line items with quantity, unit cost, quote, actual cost, vendor, status and receipt.
- Quotes. Contractor and vendor quotes side by side, with how far each is above the lowest and notes on what is included.
- Budget Summary. For each project: budget, estimates, quotes, spent so far, what is left, the projected final cost and whether it is over budget, by category and room.
- Paid and Due. Payments by month and a list of what you have committed to but not yet paid.
- Material Calculator. Paint, flooring and tile quantities rounded up to what you must buy.
- Checks. Paid items without dates and projects over budget.
A look inside
Example data, real formulas
Get it
Home Project and Renovation Budget Tracker
Want every toolkit? The toolkit membership includes all of them, with a lower rate if you pay yearly.
Delivered as a zip of editable Word files and printable PDFs. For one business, your own use. General information and templates, not legal, tax or accounting advice. A planning aid, not construction, legal or financial advice. Quotes, permits and local rules control your project; hire licensed professionals where required. Waste and coverage figures are inputs, so check the product label. The quote comparison uses a function that needs Excel 2019 or later. Payment is handled by Stripe. If a file will not open or something looks wrong, reply to your order email and we will make it right.
Rather hand it off?
We can keep the books for you each month
If tracking this yourself is more than you want to take on, we do monthly bookkeeping in QuickBooks, Xero or Excel. Tell us what you use and what is behind, and we reply with a written quote after a short review of your books. No obligation.
Get a bookkeeping quote Free books health checkPrefer to keep it yourself but want a hand getting started? Book a 45 minute setup session ($65).
Buy it with the others
Bundle
Short-Term Rental Host Bundle
This product plus 3 more, in one download.
$75 instead of $101 separately
Bundle
Home and Big Purchase Bundle
This product plus 3 more, in one download.
$55 instead of $76 separately
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