Moving Budget & Checklist

Plan your move, keep moving costs on budget and know exactly what to do each week, all in one spreadsheet. Type your moving date once and the Moving Budget & Checklist gives every task a real due date, from 8 weeks out to after you arrive. Estimate each moving cost, compare mover quotes side by side, log what you actually pay and keep track of every box. The dashboard pulls it all together. WHAT'S INCLUDED • Moving dashboard: moving budget, spent so far, projected cost, what's left, checklist % done, days to moving day, overdue tasks and your next 6 tasks • Budget by category with progress bars, plus an estimated vs. spent chart • Week-by-week moving checklist with 44 starter tasks (8 weeks out, 6 weeks, 4 weeks, 2 weeks, final week, moving day, after the move). Due dates are calculated from your moving date; statuses show Done, Overdue, Due this week or Upcoming. Room for 26 more of your own tasks. • Mover quote comparison: up to 5 companies side by side with 8 cost lines, deposit, crew size, hours, availability, insurance and your rating. The cheapest total is highlighted automatically. • Moving budget: 60 lines with category dropdowns, estimated vs. actual and date paid • Box inventory: 150 rows with room, contents, size, fragile and open-first flags, packed and unpacked check marks, and box counts by room • Setup tab for your moving date, addresses, budget, categories and rooms • Start Here guide • Two files: a blank planner and a filled-in example WORKS WITH • Microsoft Excel (2010 or later, Windows and Mac, and Excel online) • Google Sheets (free): upload the file to Google Drive and open it with Google Sheets HOW IT WORKS 1. Purchase and download instantly from your Etsy Purchases page. 2. Open the file in Excel, or upload it to Google Drive and open it in Google Sheets. 3. Fill in the Setup tab, then work through the checklist and log costs as you go. PLEASE NOTE • This is a digital download. No physical item will be shipped. • Amounts are in US dollars ($). Currency formatting can be changed in your spreadsheet app. • The checklist is a general starting point; edit, remove or add tasks to fit your move. • For personal use. Please don't resell or share the file. • Not financial advice. How we make it: Every Penny & Pencil template and worksheet is designed in-house with AI-assisted tools, then each page, formula and answer key is checked and tested before it is listed. Questions? Send us a message. We usually reply within a day.