Workplace & HR
Home Renovation Planner: Budget Tracker, Gantt Chart | Contractor Manager | Excel + Google Sheets
WHAT'S INCLUDED 15 fully-linked worksheets: ๐ Dashboard โ Live project overview: total budget, total spent, remaining and % used at a glance ๐ฐ Budget Overview โ Category-by-category budget vs actuโฆ
WHAT'S INCLUDED
15 fully-linked worksheets:
๐ Dashboard โ Live project overview: total budget, total spent, remaining and % used at a glance
๐ฐ Budget Overview โ Category-by-category budget vs actual with variance, % used and auto status (On Track / Near Limit / Over Budget)
๐๏ธ Room Budgets โ Per-room breakdown of labour, materials, fixtures and remaining budget with progress bars
๐ท Contractors โ Log every trade: quotes, deposits, milestone payments, final payments and star ratings
๐ Materials & Supplies โ Itemised materials list with supplier, unit cost, quantity, total and delivery status
๐ณ Payment Schedule โ Every payment due date, status, method and reference in one place
๐งพ Invoice Log โ Record net, VAT and totals for every invoice โ never lose an invoice again
๐
Project Timeline โ Task-by-task planner with start and end dates, contractor assigned and % complete
โ ๏ธ Contingency Log โ Track every surprise cost โ what it was, what it cost and whether it's resolved
๐๏ธ Furniture & Fixtures โ Shopping list with store, SKU, price, ordered and delivered status
๐ Quote Comparison โ Compare three quotes side-by-side with the lowest automatically highlighted
โ
Snag List โ Raise, assign and resolve defects before contractor final sign-off
๐ Utilities โ Meter readings, providers, account numbers and contract end dates
๐ Notes โ Date-stamped action log with category and done status
๐ 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
โฆ Everything in one file โ no juggling multiple spreadsheets or apps
โฆ Auto-updating dashboard โ your totals recalculate every time you add a cost
โฆ Status system โ every category and room shows โ
On Track, ๐ถ Near Limit or โ ๏ธ Over Budget automatically
โฆ Quote comparison built in โ paste in three quotes and the cheapest is flagged instantly, showing you exactly how much you save
โฆ VAT tracking โ the invoice log separates net and VAT, which matters for UK renovation costs and tax records
โฆ Snag list โ document defects professionally and chase contractors with a clear paper trail
โฆ Pre-filled with sample data โ you can see the tracker working immediately and replace figures with your own
โฆ 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 ๐ฐ Budget Overview and enter your budget for each category
Break down room-level budgets in ๐๏ธ Room Budgets
Add every contractor to ๐ท Contractors โ log quotes, deposits and final payments as you go
Record materials in ๐ Materials & Supplies as you buy them
Log every invoice in ๐งพ Invoice Log to keep VAT records straight
Check the ๐ 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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