Home Construction Planner: Budget, Schedule, Payments & Selections (Excel + Google Sheets)

Building a house? Keep the budget, the schedule, every payment and every decision in one workbook, and know each week if you are on budget, on time, and what needs you.

Made by a construction site manager with 15 years on building and public works projects. It is the same control a builder uses on a large contract, made simple for a homeowner.

What it does

• Dashboard: budget vs forecast, paid to date, contingency left, funding headroom, days to move-in and a "needs your attention" list
• Budget: 56 typical cost lines in 17 phases, from permits to final clean. Budget, contract, approved changes, paid and forecast final cost on every line
• Quotes: compare three quotes per trade, and what each one includes
• Change orders: every change with its cost and the days it adds; only approved changes reach the budget
• Payments: every payment linked to its budget line, own funds vs loan draws, missing receipts / lien waivers flagged
• Selections & allowances: allowance vs price, decide-by dates, order and delivery dates. Flags "DECIDE NOW" and "LATE DELIVERY"
• Schedule: a Gantt chart that draws itself. Tasks, inspections and milestones; late and behind tasks flag themselves
• Cash flow: planned spending (budget spread over the schedule) vs what you actually paid, month by month
• Stage checks: 42 checks a site manager makes before each stage gets covered up, from the foundation pour to the final walkthrough
• Issues & punch list: defects tracked until fixed
• Contacts, plus a Start Here page with a weekly routine and 12 things I would do if I were building my own house

What you get

• Example file: a 2,600 sq ft custom home, fully worked, two months from move-in
• Blank file: the cost lines, schedule tasks, selections and stage checks pre-listed, ready for your project
• Works in Excel 2019 or later, Microsoft 365, Excel for Mac and Google Sheets. No macros
• Formulas locked so they cannot break (unlock any time, no password)
• Any currency, sq ft or m2

Instant download

This is a digital file. Nothing is shipped. You get the download link right after checkout and by email.

Guarantee

If it does not work for you, email us within 30 days and we will refund you.

Not ready to buy? Start with the free Home Building Stage Checklist: 42 checks to make before each stage of your house gets covered up.

Note: a planning tool, not legal or financial advice.