Home Reno and Maintenance Planner | Budgeting Dashboard | 20 Year Outlook | Recurring Expenses and One-Time Projects | Excel Spreadsheet

Take control of your home's future expenses! This Home Expense Planner helps homeowners plan, track, and budget for renovations, repairs, and maintenance over the next 20 years. Includes an easy-to-use dashboard, customizable categories, and an automated recurring expense builder.

Owning a home comes with unexpected costs—but with the StepAhead Home Expense Planner, you can budget and plan ahead for renovations, repairs, and maintenance over the next 20 years. Whether you're preparing for major renovations, routine maintenance, or unexpected expenses, this tool helps you stay organized and financially prepared.

✅ Easily track upcoming projects
✅ Automatically calculate recurring expenses (e.g., HVAC service every 12 months)
✅ Adjust timelines as needed to balance your budget
✅ See a full financial picture of your home expenses in the short and long term

Key Features:
📌 Customizable Categories: Stick with the 6 default home budget categories or rename them to fit your needs.
📌 Simple Input System:
> Add planned one-time and recurring expenses
> Estimate and Actualize timing and costs
> 'Finance Separately' indicator to provide smarter budgeting insights on dashboard
📌 Recurring Expense Helper:
> Automatically builds a list of expense occurrences based on frequency, first occurrence date, and duration
> Generates a ready-to-copy list for easy budgeting and input
📌 Dynamic Dashboard:
> 2-Year View – Get a monthly breakdown of expenses and plan for upcoming costs
> 20-Year View – Forecast long-term home expenses, budget for major projects, and see total cost breakdowns by category
> Sort & Filter Feature – View expenses by year, category, or highest cost projects with just a click
📌 Savings & Financing Section:
> Track what expenses are financed vs. out-of-pocket
> Calculate the monthly amount needed to stay on budget

Perfect for:
✔️ New & Experienced Homeowners
✔️ Investment Property Owners
✔️ Anyone Wanting to Plan Home Expenses Wisely

What You’ll Get:
📂 Instant Download: An easy-to-use Excel Spreadsheet (.xlsx) and Designed for Office 365 Users (Current Channel)
📖 Instructions Tab: Step-by-step guide to customize & use the tool

Take control of your home expenses today and stay a StepAhead!