New Homeowner Binder: Google Sheets and Excel Spreadsheet + Printable Home Binder Pages
Every fact, contact, warranty and document about your home, in one place, plus a plan for your first 90 days.
Our New Homeowner Binder is the one place for everything about your home: the facts about the house, who to call, every account, where the important papers are, and a plan for your first 90 days.
We built it for the week after closing, when the keys are new and the paperwork is everywhere. Fill in what you know, and the Dashboard keeps track of what is done, which warranties end soon and what the home costs each month.
What you can do with it
- Record the facts about your home, from year built to filter sizes (25 details)
- Keep key contacts and service providers in one list (18 starter roles)
- Track utilities and household accounts with typical monthly costs
- Log paint colors, codes and finishes room by room
- Register appliances with model and serial numbers; warranty end dates and status calculate for you
- Index your home documents (20 starter documents) and note where each is kept
- Summarize your closing and mortgage, with a monthly housing cost estimate
- Work through a 34-task checklist for your first week, 30 and 90 days
- Locate and label 10 emergency shutoffs and systems, and sketch them on a floor plan page
- Start a home inventory for insurance, and plan first-year costs
- Works in Excel or free in Google Sheets. No macros.
A note on safety: the shutoffs pages are for locating and labeling only. Gas, electrical, roof and in-wall plumbing work is for a licensed or qualified pro.
How it works
1. Buy and download right away (the link is also in your receipt email).
2. Open the spreadsheet in Excel, or in Google Sheets with File > Import.
3. Print the binder pages you want. A Read Me First page and a 2-page Start Here guide walk you through everything.
What's included
- New Homeowner Binder (.xlsx for Excel and Google Sheets), 13 tabs: Dashboard, House Info, Contacts, Utilities and Accounts, Paint and Finishes, Appliances and Warranties, Documents Index, Closing and Mortgage, First 30 and 90 Days, Emergency Shutoffs, Home Inventory, First-Year Budget, Lists
- Printable PDF (14 pages, US Letter): cover, home at a glance, key contacts, utilities and accounts, emergency shutoffs map, paint and finishes, appliance and warranty register, home documents index, closing and mortgage summary, first week and 30 days, first 90 days, home inventory, first-year budget, notes
- Start Here guide (PDF, 2 pages)
- Read Me First quick start page
Sample rows are filled in so you can see how it works. Clear them and start fresh.
Plug in the Tracker and the Kit
This binder is the hub for your home's records. It does not repeat our other planners; they plug into it:
- Home Maintenance Tracker adds the ongoing maintenance schedule with automatic due dates, seasonal checklists and a repair log. https://payhip.com/b/jde87
- Home Renovation Planner Kit adds a remodel budget tracker with payments, contractor quote comparison and 13 printable planning pages. https://payhip.com/b/2rWRG
Good to know
- This is an instant download. Nothing is shipped.
- For personal use only. Please don't resell or share the files.
- It is an organizing tool, not legal, financial, insurance or home inspection advice.
- Questions? Email brightledgerstudio@gmail.com and we'll help.
- Designed by us with the help of AI tools.
Thanks for visiting Ledger & Nest Co.
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