For new homeowners · a housewarming gift
The Homeowner Bundle
The Home Maintenance Binder, the Home Maintenance Spreadsheet and the Home Renovation Planner, with a Start Here guide that ties them together. One download, for the house you just bought or as a housewarming gift.
- Fillable PDF
- Excel + Google Sheets
- Instant download
- 3tools that work together
- 100maintenance jobs, each with a date
- 109renovation budget lines
- 17jobs for your first 30 days
What it does
Paper for the kitchen drawer, spreadsheets for the dates and the money.
The binder is the printed plan: twelve monthly checklists, the shut-offs, the contacts and the records every house should keep. The maintenance spreadsheet asks twenty-one questions about your house, keeps only the jobs that apply and works out when each one is next due. The renovation planner takes over when a project starts: the budget, the quotes, the payments and the timeline.
The Start Here guide says which tool to open for each moment of the year, and lists 17 jobs for your first 30 days in the house, each with the page or sheet where the answer goes.
Giving it as a gift? The guide has a printable gift card and two gift tags. Download the files on a computer, then print the binder or share the files with the card.
What you get
Five files in the download.
- The binder: fillable PDF, US Letter and A4, 29 pages. Twelve monthly checklists with 100 jobs, the year at a glance, home profile, emergency shut-offs, contacts, appliances and warranties, a repair log, contractor quotes, projects, yearly costs and a documents checklist
- The maintenance spreadsheet: Excel and Google Sheets, in USD, GBP and EUR. Inventory, costs, contractors and documents in the same file, with a PDF guide
- The renovation planner: Excel and Google Sheets, in US dollars. Nineteen questions build a budget from 109 lines; quotes compared on their true price, payments against work done, a timeline that plans itself. With a filled-in example and an 8-page guide
- The Start Here guide, in US Letter and A4: what is in the download, the first week with the three tools, your first 30 days, a year with the bundle, and the gift card and tags
- Works in Microsoft Excel 2016 or later and in Google Sheets. No macros, no subscription
- Costs less than buying the three files separately
Inside
Real pages from the download.
Click any of them to see it larger. The ticks and the filled-in gift card are examples: the files you download are blank.
Questions
Worth knowing first.
Is it the same files as the ones sold on their own?
Yes. The spreadsheet and the planner are the same files as their own listings. The binder comes with its new navy and gold design, with the same pages. The Start Here guide is only in the bundle.
Do I need any special software?
No. The spreadsheets open in Microsoft Excel 2016 or later and in Google Sheets. To type into the PDFs, use Adobe Acrobat Reader, which is free, or a desktop web browser, or print them and write by hand.
Can I download it on my phone?
Download it from etsy.com in your web browser: the Etsy app does not open digital downloads. Unzip the folders before opening the files. A computer is easier for the spreadsheets.
Is anything shipped?
No. It is a digital download from Etsy, available the moment the payment clears.
Is it advice?
No. These are planning and record-keeping tools, not professional, legal or financial advice. Your manufacturers’ instructions and a licensed professional come first.
The Homeowner Bundle
Bought and downloaded on Etsy. One payment, instant download, and the files are yours to keep.