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Home Renovation Budget Tracker (Excel & Google Sheets)

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Home Renovation Budget Tracker (Excel & Google Sheets)

WHAT'S INCLUDED 15 fully-linked worksheets: ๐Ÿ“Š Dashboard โ€” Live project overview: total budget, total spent, remaining and % used at a glance ๐Ÿ’ฐ Budget Overview โ€” Category-by-category budget vs actuโ€ฆ

WHAT'S INCLUDED 15 fully-linked worksheets: ๐Ÿ“Š Dashboard โ€” Live project overview: total budget, total spent, remaining and % used at a glance ๐Ÿ’ฐ Budget Overview โ€” Category-by-category budget vs actual with variance, % used and auto status (On Track / Near Limit / Over Budget) ๐Ÿ˜๏ธ Room Budgets โ€” Per-room breakdown of labour, materials, fixtures and remaining budget with progress bars ๐Ÿ‘ท Contractors โ€” Log every trade: quotes, deposits, milestone payments, final payments and star ratings ๐Ÿ›’ Materials & Supplies โ€” Itemised materials list with supplier, unit cost, quantity, total and delivery status ๐Ÿ’ณ Payment Schedule โ€” Every payment due date, status, method and reference in one place ๐Ÿงพ Invoice Log โ€” Record net, VAT and totals for every invoice โ€” never lose an invoice again ๐Ÿ“… Project Timeline โ€” Task-by-task planner with start and end dates, contractor assigned and % complete โš ๏ธ Contingency Log โ€” Track every surprise cost โ€” what it was, what it cost and whether it's resolved ๐Ÿ›‹๏ธ Furniture & Fixtures โ€” Shopping list with store, SKU, price, ordered and delivered status ๐Ÿ“‹ Quote Comparison โ€” Compare three quotes side-by-side with the lowest automatically highlighted โœ… Snag List โ€” Raise, assign and resolve defects before contractor final sign-off ๐Ÿ”Œ Utilities โ€” Meter readings, providers, account numbers and contract end dates ๐Ÿ“ Notes โ€” Date-stamped action log with category and done status ๐Ÿ  Welcome โ€” Clear setup guide so you're up and running in under five minutes File formats included: Microsoft Excel (.xlsx) โ€” works in Excel 2016 and later Google Sheets compatible โ€” upload to Google Drive in seconds WHO IT'S FOR This tracker is ideal for: Homeowners planning a full or partial renovation who want to stay on budget People managing multiple contractors and trades at the same time Anyone doing a kitchen, bathroom or whole-house renovation Buy-to-let landlords tracking renovation costs for tax and margin purposes Couples managing renovation finances together Self-builders and extension projects needing professional-level cost control KEY BENEFITS โœฆ Everything in one file โ€” no juggling multiple spreadsheets or apps โœฆ Auto-updating dashboard โ€” your totals recalculate every time you add a cost โœฆ Status system โ€” every category and room shows โœ… On Track, ๐Ÿ”ถ Near Limit or โš ๏ธ Over Budget automatically โœฆ Quote comparison built in โ€” paste in three quotes and the cheapest is flagged instantly, showing you exactly how much you save โœฆ VAT tracking โ€” the invoice log separates net and VAT, which matters for UK renovation costs and tax records โœฆ Snag list โ€” document defects professionally and chase contractors with a clear paper trail โœฆ Pre-filled with sample data โ€” you can see the tracker working immediately and replace figures with your own โœฆ Works at any scale โ€” whether your budget is ยฃ5,000 or ยฃ500,000, the tracker scales to your project HOW IT WORKS Download the file and open in Excel, or upload to Google Drive for Google Sheets Go to ๐Ÿ’ฐ Budget Overview and enter your budget for each category Break down room-level budgets in ๐Ÿ˜๏ธ Room Budgets Add every contractor to ๐Ÿ‘ท Contractors โ€” log quotes, deposits and final payments as you go Record materials in ๐Ÿ›’ Materials & Supplies as you buy them Log every invoice in ๐Ÿงพ Invoice Log to keep VAT records straight Check the ๐Ÿ“Š Dashboard regularly โ€” it shows your full project position at a glance That's it. No formulas to build. No setup beyond entering your own numbers. FILE TYPES INCLUDED Home_Renovation_Budget_Tracker.xlsx โ€” opens in Microsoft Excel (2016+) and Google Sheets IMPORTANT NOTES This is a digital download โ€” nothing physical will be posted No subscription required โ€” buy once, keep forever Macros are not required โ€” all functions use standard Excel formulas Sample data is included so you can see the tracker in action; simply replace with your own figures Google Sheets users: upload the .xlsx file to Google Drive and open with Google Sheets โ€” all formulas work automatically Currency is shown in ยฃ (GBP) but can easily be updated to your local currency by editing the column headers DOWNLOAD INSTRUCTIONS Complete your purchase on Etsy Go to Your Account โ†’ Purchases & Reviews Click Download Files next to your order Save the .xlsx file to your computer or Google Drive Open in Excel or upload to Google Sheets and start straight away If you have any trouble accessing your download, please message the shop and I'll help immediately. FAQ Q: Does this work with Google Sheets? A: Yes โ€” upload the .xlsx file to Google Drive and open it with Google Sheets. All formulas work correctly. Q: Do I need any special Excel skills? A: None at all. Everything is pre-built. You just type in your own figures and the tracker does the rest. Q: Can I change the categories and rooms to match my project? A: Yes โ€” the categories and room names are all editable. You can rename, add or remove rows to suit your renovation. Q: Is the currency in pounds? A: Yes, the default is ยฃ GBP, but you can easily change the currency symbol in any column header to match your local currency. Q: Can I share this with my partner or contractor? A: Yes โ€” you can share the Google Sheets version with anyone via a Google Drive link. The Excel version can be emailed or shared via Dropbox, OneDrive etc. Q: What if I need help setting it up? A: Message the shop any time. I'm happy to help. Q: Is this a one-off purchase? A: Yes โ€” pay once, keep it forever. No subscription, no recurring fees. Q: Does it work on a Mac? A: Yes โ€” it works in Excel for Mac and in Google Sheets, which runs in any browser on any device.
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