Home Maintenance & Inventory Tracker

Know what your house needs, when, and what it will cost. Describe your home and list its systems, and the Home Maintenance & Inventory Tracker fits 62 starter tasks to your home and climate, rolls each date forward as you log the work, tracks every system's remaining life and works out one monthly saving that pays every replacement on time for 30 years. Your room-by-room inventory prints as a claim report. One file, no subscription.

What's inside

18 tabs that work together:

• Dashboard: what's overdue and due soon, the replacement saving, systems past their life, your contents' value, this year's spending and what's ending.
• Checklist: this month's jobs or a season's, with how-to notes and costs, to print and tick.
• Maintenance Plan: up to 200 tasks, 62 to start, with how often, the season or month, and the feature or climate each needs.
• Home Log: up to 3,000 jobs, repairs and project costs; pick the task and its next date rolls forward.
• Systems: up to 100 systems and appliances, with age, life used, replacement year and cost, and service history.
• Replacement Plan: 30 years of replacements with inflation, the monthly saving that pays them, percent funded and a repair-or-replace check.
• Inventory: up to 2,000 belongings by room, with photo and receipt links, replacement cost and estimated cash value.
• Claim Report: your contents by room or by value, with coverage and special-limit checks, to print for your insurer.
• Warranties & Docs: warranties, plans, policies and papers, and when each ends or renews.
• Contacts: your contractors, their jobs, spending and when you last used each.
• Projects: budget against spending, permits, and what adds to your cost basis.
• Utility Bills: each bill and its usage against the same month last year.
• Annual Summary: the yearly cost of owning your home, against last year.
• Home Profile: your home's details, features, where things are, fixed costs and cost basis; page 1 prints as an info sheet.
• Data Checks: mistakes to fix, plus things worth a look, like overdue tasks and items over a special limit.
• Start Here, Settings and Help: a setup checklist; season dates, insurance, guide lives and costs; and answers to common questions.

Built to save you time

• Answer 17 features, like a septic system or a sump pump, and pick your climate: tasks that don't fit your home stay off.
• A job done early or late counts for its nearest scheduled date, so fall jobs stay in fall.
• Log a job and pick the task: its next date rolls forward, and the cost adds up on the plan, systems, contractors, projects and yearly summary.
• 59 system types come with a guide life (InterNACHI's ranges) and a guide cost, mostly estimates, until you type your own; guide costs show in italics.
• Each replacement comes due with inflation and again every life after that; Save each month is the smallest level amount that pays them all on time for 30 years.
• The Claim Report checks your contents against your Coverage C and each special limit, such as jewelry theft; limits start as typical figures, so type your policy's.
• Each utility bill is compared with the same month last year, and jumps of 50% or more are flagged.

Who it's for

Homeowners who want one place for what their home needs, what it will cost and what's in it, from first-time buyers to owners of older houses. Realtors, home inspectors and house managers giving clients a filled-in copy need the Professional license. It's a planning and record-keeping tool, not insurance, tax or safety advice: lifespans and guide costs are typical US values, special limits vary by policy, and your manuals and local codes come first.

What you get

• The Excel workbook (.xlsx), blank and ready for your own data
• The Google Sheets edition: open the PDF in your download and use its make-a-copy links to add it to your Google Drive
• An Example workbook filled in with sample data for a 1998 house with three years of jobs, bills and projects, so you can see how everything works before you add your own
• A Quick Start guide (PDF)
• Free updates to the edition you buy
• Instant digital download after checkout

License

Standard covers your own home, for personal use. Professional adds unlimited client homes, one copy per home, for example a realtor, inspector or house manager giving each client a filled-in copy with a Compliments of line; neither license allows reselling or sharing the template itself. Compare licenses

Requirements

Microsoft Excel 2010 or later on Windows, Excel 2011 or later on Mac, or Microsoft 365. For the Google Sheets edition, a free Google account. Best used on a computer. No macros.