Free Year-End Financial Checklist + Open Enrollment Checklist - Excel & Google Sheets

For anyone closing out the year: tick off 24 money and benefits tasks in one free checklist, with the official open enrollment dates in one place.

Free ($0). Payhip asks for your email address to send the download.

What you get (1 .xlsx file, 3 tabs)

- Checklist: 24 tasks across benefits, savings, budget, debt, taxes, credit and admin; columns Done (Yes/No dropdown), Task, Category, Due and Notes

- Done rows turn green, and a progress line shows % done and "X of Y tasks done"

- 16 blank rows for your own tasks (they count toward progress)

- Key Dates: official dates with source links (checked Oct 28, 2026), plus a "check your employer" line

- Next Steps: clickable links to two paid templates for plan comparison and a 2027 budget

Key dates (state exchanges, employers and plans can set different dates; verify yours)

- HealthCare.gov: Nov 1, 2026 to Jan 15, 2027; enroll by Dec 15, 2026 for coverage starting Jan 1, 2027

- Federal employees (FEHB, FEDVIP, FSAFEDS): Open Season Nov 9 to Dec 14, 2026

- Employer open enrollment: dates vary, so check with your employer

FAQ

- Does it work in Google Sheets? Yes. Upload the .xlsx to Google Drive and choose File > Save as Google Sheets.

- Does it work in Excel? Yes. Open the .xlsx in Microsoft Excel. No macros, scripts or add-ons.

- Is it really free? Yes, $0, and the file is yours to keep.

- Is it financial, tax or insurance advice? No. It is a checklist with general information.

Instant download: you get the file right after checkout.

Comparing health plans? Open Enrollment Health Plan Comparison Spreadsheet ($7): https://payhip.com/b/gCtoH

Questions? hirelinetemplates@mail.grokbot.com