Home Maintenance Checklist, Schedule & Budget Spreadsheet

Know what's due, what's overdue and what to set aside for the big replacements.

Who it's for: Homeowners (first-time buyers especially) who want to stop finding out about maintenance when something breaks, and want a yearly upkeep budget and a plan for big replacements.

The problem it solves: Maintenance gets forgotten until it becomes a repair. This home maintenance checklist and schedule dates 52 common tasks from when you last did them (OVERDUE, DUE SOON, OK), keeps an upkeep log, compares a percent-of-home-value budget with what you actually spend, and turns the age and expected life of big systems into a monthly set-aside you choose.

What's inside

• Home Maintenance Workbook (EXAMPLE + BLANK, .xlsx)
• Home Maintenance Playbook (PDF)
• Seasonal Home Maintenance Checklist and New Homeowner First 30 Days Checklist (DOCX + PDF)
• Home Systems & Appliance Record, Service Provider Contact Sheet, House Info & Emergency Shutoffs Sheet (DOCX + PDF)
• AI Prompt Pack: 25 prompts (PDF + TXT)
• Start Here guide and license

How it works

1. On Settings, enter your home value, the budget % you want to use and today's home fund balance.
2. On the Maintenance Schedule, enter when you last did each task (or delete the ones that don't apply).
3. List big systems and appliances with install year and replacement cost on the Replacement Forecast.
4. Log upkeep and repairs as you go.
5. Check the Dashboard monthly for what's overdue, due soon and how much to set aside.

Good to know

• Every number in the EXAMPLE file belongs to a made-up household; it isn't a typical cost or a recommendation.
• The yearly budget is a % of home value you choose; there is no single right %. Replacement costs are your own figures or your installer's quotes.
• Hire licensed pros where your state or city requires it, and follow manufacturer instructions. This kit isn't professional or safety advice.
• The tools help you plan; they don't guarantee savings or prevent breakdowns.
• Excel .xlsx workbook, no macros; formulas tested in LibreOffice (Google Sheets and Excel open-tests pending)
• ChatGPT, Claude, Gemini and Copilot are trademarks of their owners. This kit isn't affiliated with them.

Refunds: All sales are final. This kit is an instant digital download, so we don't offer refunds once your order is placed. If a file is broken, missing or not as described, email ryanviabusiness@gmail.com with your order number and we'll send you a working replacement file; if we can't provide a working file that matches this description, we'll refund your order. If you bought the same kit twice by mistake, email us within 14 days of the second order and we'll refund the duplicate order. Nothing in this policy limits any rights you have under law that can't be waived.

License: one household; no resale, redistribution or sharing.

Cover images are illustrations created with AI. The people shown are fictional, not customers.