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Stop reacting to your home. Start planning it!

 

The Home Capital Planning Template is a professional-grade Excel workbook that helps homeowners proactively manage, budget, and track every major capital expense before it becomes an emergency.

Built for owners of homes 10+ years old, this template gives you a complete financial picture of your home in one place.

 

What's inside:

  • 🏠 Home Profile — Enter your home's info once; everything else updates automatically
  • 🔧 Systems Tracker — Log the age, condition, and replacement timeline for 25+ home systems
  • 📅 10-Year Capital Planner — Map out major projects by year with cost projections
  • 💰 Annual Budget — Track projected vs. actual spending with a built-in savings target
  • 📊 Dashboard — See your capital health score, at-risk systems, and funding gaps at a glance
  • 📖 How-To Guide — Step-by-step instructions built right into the file

 

No subscription. No app. Just open it in Excel or Google Sheets and start planning today.

The Home Capital Planning Template

$19.00Price

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