SereneSheets
First-Year Homeowner Tracker — Setup Costs & Monthly Housing Budget for Google Sheets & Excel
First-Year Homeowner Tracker — Setup Costs & Monthly Housing Budget for Google Sheets & Excel
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This First-Year Homeowner Tracker helps you handle the costs nobody warns you about. Log up to 60 one-time setup expenses like appliances, locks, and move-in fees, compare them against your budget automatically, and track your true monthly cost of homeownership for up to 24 months. Built for Google Sheets and Excel, and genuinely beginner-friendly.
✨ Why You'll Love It
- ✔ Track up to 60 one-time setup costs, from appliances to move-in fees
- ✔ See your setup budget vs. actual spending at a glance, with what's left calculated for you
- ✔ Mark each item Needed or Purchased so nothing slips through the cracks
- ✔ Log up to 24 months of real housing costs: mortgage, utilities, HOA, insurance, and more
- ✔ See your average monthly cost of ownership calculated automatically
- ✔ Works perfectly in both Google Sheets and Microsoft Excel
📦 What's Included
- ✔ Light Edition — Excel (.xlsx) + Google Sheets copy link
- ✔ Dark Edition — Excel (.xlsx) + Google Sheets copy link
- ✔ Quick Start Guide (PDF)
🎯 Perfect For
- ✔ First-time buyers who had no idea how much move-in actually costs
- ✔ Anyone setting up a first home who wants one-time costs kept separate from ongoing ones
- ✔ A thoughtful housewarming gift for someone about to close on their first home
💬 Frequently Asked Questions
What one-time costs can I track when I first move in?
Up to 60 setup items across 8 categories (furniture, appliances, window treatments, tools, security, repairs, fees, and more), each marked Needed or Purchased with its own estimated and actual cost.
Does it work with Google Sheets and Excel?
Yes. Every purchase includes both versions, so you can use whichever platform you prefer.
Can I use my own currency?
Yes. You can change the currency symbol in seconds without affecting any formulas or calculations.
Does this include my mortgage payment?
Yes, the Monthly Tracker logs your mortgage, utilities, HOA, insurance, property tax, and more for up to 24 months, showing your true monthly cost of homeownership. It's separate from the one-time setup budget, which only covers move-in purchases.
⚙️ More Details
How it works
1. Purchase your template.
2. Download instantly after checkout.
3. Open it in Google Sheets or Microsoft Excel.
4. Enter your numbers and let the planner do the rest.
Compatibility
Compatible with Google Sheets, Microsoft Excel, Windows, Mac, and mobile viewing through Google Sheets.
Need something different?
Looking for a custom version? We can create a personalized template with different categories, a custom color theme, extra tabs, additional dashboards, or other features to match your needs. Simply contact us and tell us what you're looking for—we'd love to help.
Support & 30-Day Guarantee
Need help? Contact us anytime at support@serenesheets.com. If the template isn't the right fit, you're covered by our 30-day money-back guarantee.
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