Seasonal jobs stay in their months, warranties and replace-by dates are tracked, and the next 12 months' costs are planned for you. Free to download.

Know which home jobs are due, keep a record of every one, and see what the next 12 months will cost. Log a job in one row and its next due date moves on by itself, with no last-done dates to overwrite.

Who it’s for

Homeowners, first-time buyers and small landlords who look after one home and keep forgetting when the filter was changed, the gutters were cleared or the water heater was last flushed.

What it does

• Up to 150 recurring jobs, each repeating every N days, weeks, months or years, or fixed to one or two months a year (for example gutters in April and November)
• Seasonal jobs stay in their months: doing one in its month or the month before counts, so the schedule doesn't drift later every year
• Months and years move by calendar month, so a job done on the 19th is next due on the 19th, and month-end dates are handled
• A Job Log instead of an overwritten "last done" cell: date, task, cost, who did it and a receipt reference. One-off repairs go in the same log
• Next due date, days left or late, and a status for every job: Overdue, Not logged yet, Due soon, Scheduled, Paused or Fix schedule
• To Do list of up to 30 jobs, earliest first, with counts by status, this year's spending and the monthly set-aside amounts
• 12-Month Plan: which jobs fall in which month and what they should cost, plus a monthly amount to set aside. Without an estimate it uses your logged average cost
• Appliance and system register: model, serial, filter size, warranty status with a warning, age, a replace-around date from expected life and a monthly replacement fund
• Spending by area for this year, the last three years, the last 12 months and all time
• Checks that catch duplicate task names, unknown appliances, missing or future dates and job names that aren't on the list

What you get

1. Home-Maintenance-Planner.xlsx: the working spreadsheet (8 tabs, with a fictional example house)
2. Home-Maintenance-Planner-Guide.pdf: a 5-page guide covering setup, both schedule types, every status and how each number is worked out

Good to know

• Free instant download, no sign-up.
• One home per file. Schedules are by time only: there are no mileage- or hours-based jobs.
• It doesn't send reminders. Open the To Do sheet once a week or once a month.
• The example intervals are illustrations, not advice. Follow your manufacturers' instructions and local rules.
• License: free for personal or business use; don't resell or re-host. Sharing a link to the Tidewick page is fine.

Compatibility

Tested in LibreOffice Calc (free for Windows, Mac and Linux). Every calculated cell was recalculated there and checked against an independent model across 28 test workbooks, including messy data, month-end and leap-day dates, and a full 150-job file.

Other apps: not yet tested. It's built as a standard .xlsx with no macros and uses only long-standing functions (IF, INDEX, MATCH, COUNTIF/COUNTIFS, SUMIFS, SUMPRODUCT, EDATE, EOMONTH, DATE, SMALL, TODAY and similar). That's a good sign, but it isn't a test, so we don't claim it works in Excel, Google Sheets or Numbers yet.

Known limits. One home per file; 150 jobs, 1,500 log rows and 60 appliances. Schedules are by time only (no mileage or hours), and it doesn't send reminders. The example intervals are illustrations, not advice. Phones and tablets haven't been tested.

How to use it

1. Download the .xlsx and the PDF guide from the product page on the Tidewick site.
2. Open the .xlsx in LibreOffice Calc (free), where it has been tested. Other apps haven't been tested yet.
3. On Settings, clear the example as-of date so the planner uses today, then check the due-soon window, the warranty warning and your list of areas.
4. Delete the yellow example rows on Appliances, Tasks and Job Log.
5. Add your appliances (optional) and your recurring jobs. Choose Interval or Seasonal for each, and type when it was last done if you know.
6. From then on, add one Job Log row each time you do a job or a repair, and check To Do once a week or once a month.

Questions

Do I need Excel?

No. It has been tested in LibreOffice Calc, which is free. It's a standard .xlsx with no macros, but it hasn't been tested in Excel, Google Sheets or Numbers yet.

What's the difference between Interval and Seasonal?

Interval jobs repeat a set time after they were last done, like a filter every 3 months. Seasonal jobs are due in set months each year, like gutters in April and November, however late the last one was.

What if I don't know when a job was last done?

Type a rough date in "Last done before logging", or leave it blank: interval jobs then show Not logged yet and appear on the To Do list.

Do I lose the old dates when I log a job?

No. Every job is its own row in the Job Log, so the full history stays and the next due date is worked out from the latest one.

Can I track one-off repairs?

Yes. Leave Task blank in the Job Log, pick an area and an appliance, and the cost counts in Spending and against that appliance.

Will it remind me?

No. A spreadsheet can't send messages. Open the To Do sheet on a fixed day, or set one repeating calendar reminder to check it.

How many jobs?

Up to 150 recurring jobs, 1,500 log rows, 60 appliances and 12 areas per file.

Does it cost anything?

No. It's a free download with no sign-up.