Home Build & Renovation Budget Planner (US) | New Build Tracker, Excel Spreadsheet

Know at any moment what you planned, what you signed, what you paid and what your build is forecast to cost: one workbook for the money of a new home or a major renovation.

The Home Build & Renovation Budget Planner (US) is a construction budget spreadsheet in dollars, with no macros, for Excel 2016 or later. It replaces scattered quotes, emails and notes with one file that calculates everything and flags what needs your attention.

What you get

• Home-Build-Renovation-Budget-Planner-US.xlsx – 11 tabs, native formulas only:
  • Start Here: the 5-step start, color code, how to clear the sample data.
  • Settings: project details (with a currency label), contingency reserve (10% by default), project dates, status date, alert thresholds, payment stage caps, drop-down lists.
  • Dashboard: total budget, committed, paid, forecast, variance, reserve remaining, change orders, forecast completion, 14 calculated alerts, budget by category, 2 native charts.
  • Budget by Trade: 31 standard US trades (design, permits and fees, site work, foundation, framing, roofing, windows, MEP, finishes, driveway, landscaping, general conditions) with planned, selected bid, committed, paid, forecast, variance and status.
  • Bid Comparison: up to 3 bids per trade; the lowest is shaded, the selected one is flagged, the difference with the lowest and with the plan is calculated.
  • Change Orders: log with cost and schedule impact, status and signature check.
  • Draw Schedule: payment requests by stage, a cap per stage (editable), and a check that warns when a payment runs ahead of the progress you verified on site or comes without a lien waiver.
  • Selections: finishes room by room with allowance, choice, cost and decision deadline.
  • Timeline: phases with planned and forecast dates, days late and weekly bars.
  • New Build Checklist: permits, inspections, walkthroughs, punch list and handover documents with calculated status.
  • Warranty Log: warranties with calculated end dates and 'expiring soon' flags. Delivered with a complete fictitious example (a 2,400 sq ft new home, about $450k including the reserve, mid-build), so every calculation is visible before you type your own numbers.
• Home-Build-Renovation-Budget-Planner-Guide-US.pdf – 12 pages in plain English: how the workbook thinks, the 5-step start, each tab explained, the 14 alerts, the 10 most common budget mistakes and how to avoid them, a start-up checklist, a weekly routine and a glossary.

Calculated, not declared

Forecast = selected bid (or the plan) + approved change orders. Committed = signed contracts only. The reserve absorbs the forecast above the plan. Each payment is compared with its stage cap and with the % of work verified. Every figure on the Dashboard is a formula.

Quality

No add-ins. Built in Excel with functions that Google Sheets also supports (no macros, no XLOOKUP, LET, LAMBDA or dynamic arrays). If you import it into Google Sheets, check charts, colors and drop-down lists after import. Drop-down lists, frozen panes, filters, conditional formatting, print areas. Recalculated in Excel with 0 formula errors and checked against an independent calculation of the sample data.

Please note

Permits, inspections and lien rules depend on your state, county and city: the planner organizes your project, it does not replace your builder, lender, attorney or building department.

Personal use on your own projects; share it with the people involved in your build. Resale and redistribution are not allowed.

Fictitious sample data. Written with AI assistance and reviewed. Not legal, tax or financial advice.

Seller: SASU MOE CAPITAL, 95 impasse des Garennes, 81710 Saïx, France. Terms of Service · Consumers: 14-day right of withdrawal, Withdraw from contract here · Consumer mediator (France): Société de la Médiation Professionnelle (SMP), Alteritae, 5 rue Salvaing, 12000 Rodez, France – www.mediateur-consommation-smp.fr.