Moving Planner & Moving Budget Tracker – Moving Checklist, Moving Expenses, Mover Quote Comparison & Box Inventory Excel Template
Plan the whole move in one spreadsheet: what it will cost, what is already paid, which mover to book, what to do each week, what is in every box and who still needs your new address. Made for apartment moves, first homes, cross-country moves and relocations.
What's inside (8 tabs):
- Dashboard: move-day countdown, budget vs estimated vs actual, remaining budget, projected total and cost per person, a budget-vs-actual chart by category, checklist % done by phase (with a chart), the next tasks (overdue ones in red), the next payments and deposits due, boxes packed / unpacked, and the cheapest, best rated and chosen mover.
- Settings: move name, move date, moving from / to, household size, currency symbol, total moving budget, budget categories with a suggested % split you can change, and the room names for your boxes.
- Moving Checklist: 60 tasks already filled in, from 8 weeks before to after the move. Due dates are counted back from your move date; mark ✓ when done; overdue tasks turn red; progress per phase.
- Budget & Expenses: movers / truck, packing supplies, deposits, cleaning, travel, utilities setup, storage and more (120 rows). Estimated vs actual cost, due dates for deposits and balances, ✓ when paid. Status shows Paid, Due in X days or OVERDUE.
- Mover Quotes: compare up to 8 movers, truck rentals or moving containers side by side: quote, extra fees, total, deposit, insurance / valuation, date available, rating, quote expiry. Cheapest and best rated are flagged automatically.
- Box Inventory: 300 numbered boxes with room, contents, fragile, "open first", ✓ packed and ✓ unpacked, plus a room-by-room summary.
- Address & Utilities: a ready-made list of who to tell you moved (post office, bank, employer, DMV / DVLA, insurance, doctors, subscriptions...) and utilities to stop and start (electricity, gas, water, internet...), with account numbers, dates and ✓ done. US and UK items included.
- Start Here guide.
Comes with a made-up sample move so you can see it working straight away. Clear the shaded cells and plan your own.
The checklist and address list are general reminders, not legal advice. Deadlines for things like a new driver's license, car registration or voter registration depend on your state or country, so check the official sites.
Built for Excel 2016+ (Windows and Mac), Excel mobile, WPS and LibreOffice. No macros. Every formula was recalculated and checked in LibreOffice, with the sample data and with all inputs cleared. Google Sheets: the file only uses standard functions that Google Sheets also supports, so it should work there, but it has not been tested in Google Sheets itself; charts and colors may look slightly different.
What you get: 1 × .xlsx file (8 tabs) + a quick-start guide (.txt). Instant download.
License: personal use. Please don't resell.