New Home Setup Purchases Tracker

Who this is for

Everything the new home needs, in order. Each item gets a room and a priority, an estimate and the actual price, and the summary shows what has been spent and how much of the money set aside is left.

Households setting up a new home, first-time buyers and renters especially, who have a set amount to spend and a long list of things to buy.

What this helps you track

• Every item to buy, by room and by when it is needed
• The estimate against what was actually paid
• Where each item came from and whether it has been delivered
• How much of the money set aside is left
• Spend by room against any amount you allowed for it

How to use it

1. Write the amount set aside and the move-in date at the top.
2. List every item with its room, a priority (before the move, first week or later) and your estimate.
3. When you buy something, fill in the actual cost, the date and where it came from; tick delivered when it arrives.
4. If you have allowed amounts for particular rooms, enter them in the room table and add up that room's actual costs as you go.
5. The totals and summary are worked out in the browser and the workbook; on paper, add down and subtract from the set-aside figure.

Formats

• Printable PDF (A4 and US Letter)
• Fillable PDF with form fields
• Fill in online, saved in your browser
• Excel / Google Sheets workbook

The printable is laid out inside a box that fits both A4 and US Letter, so the two files are identical and neither one is scaled. The fillable PDF has real form fields. The workbook uses plain formulas only — SUM, IF, COUNTIF and the like — so it opens in Excel, LibreOffice and Google Sheets without anything breaking, and every calculated cell is grey so you can see which figures it worked out.

How to print

Download the A4 or US Letter file to match the paper in your printer, open it in a PDF reader and print at 100% — not "fit to page", which shrinks the writing space. Both files leave a 14 mm margin, which clears the unprintable edge on home printers. To print the online version with your entries in it, use the Print this sheet button, which prints only the sheet and none of the page around it. More on printing.

Questions

What goes in before the move?

Items needed the day you arrive: things like bedding, curtains or blinds, cleaning kit, light bulbs and something to cook with. The priority column is yours to set; the sheet does not decide what is essential.

How is the remaining figure worked out?

The amount set aside at the top minus the total of the actual cost column. A second figure shows the set-aside amount less all the estimates, so you can see early whether the list fits.

Can it show spend by room?

The room table holds an allowance per room and the spend you add up for it, and shows what is left. In the workbook, filter the purchases table by room to total it quickly.

Does it suggest what things should cost?

No. Estimates are your own, from shops you have looked at or quotes. The sheet supplies no prices.