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Moving House Costs & Checklist

Made for anyone moving house.

A workbook for a house move: every cost with what you expected against what you actually paid, a checklist of who is doing what and by when, and a summary of the total cost and what is still outstanding. The summary carries a chart that redraws itself as you type.

Tabs
4
Columns
23
Fill themselves in
17

£7one payment, yours to keep

  • Opens in Excel, Google Sheets and Numbers
  • Delivered straight away
  • No macros, nothing to install
  • Change it free before you buy

Payment is handled by Stripe. Your card details go to them and never to us. Sales are final, which is why every tab, column and calculation is shown on this page first.

The workbook's summary and the table behind it
A row typed into the real file. Every figure that changes is the spreadsheet's own arithmetic.
The summary page, every figure calculated from the tables
The chart, drawn from the totals in the table beside it
What is inside: the tabs, the columns and what fills itself in
Where you type, and the shaded columns that work themselves out
The guide sheet that opens first and explains the file
Everything included in the download

Everything inside, before you pay

This is the whole design: every tab, every column and how each calculated one is worked out. White cells are yours to fill in; the shaded ones work themselves out and are locked so a formula cannot be overwritten by accident. There is room for 580 rows.

Costs

One row per cost of the move. Put in what you expected first, then fill in what you actually paid. Room for 300 rows.

ColumnTypeWorked out as
Cost Itemtext
Categorychoice (list)
Paid Tochoice (from Contacts › name)
Expected Costcurrency
Actual Costcurrency
Over or UndercurrencyIF(OR(ISBLANK([actual_cost]), ISBLANK([expected_cost])), "", ROUND([actual_cost] - [expected_cost], 2))
Statuschoice (list)
Date Paiddate
Still To PaycurrencyIF(AND(ISBLANK([expected_cost]), ISBLANK([actual_cost])), "", IF(OR([status]="Paid", [status]="Cancelled"), 0, IF(ISBLANK([actual_cost]), [expected_cost], [actual_cost])))
Notestext

Checklist

Everything that needs doing before, during and after the move, with the person responsible and the date it is needed by. Room for 200 rows.

ColumnTypeWorked out as
Tasktext
Stagechoice (list)
Who Is Doing Itchoice (from Contacts › name)
Needed Bydate
Statuschoice (list)
Days LeftnumberIF(ISBLANK([due_date]), "", IF([status]="Done", "", [due_date] - TODAY()))
AttentiontextIF(ISBLANK([due_date]), "", IF([status]="Done", "", IF([due_date] < TODAY(), "Overdue", IF([due_date] <= TODAY() + 7, "Due soon", ""))))
Notestext

Contacts

Everyone involved in the move. The names here feed the dropdowns on the Costs and Checklist tabs. Room for 80 rows.

ColumnType
Nametext
Rolechoice (list)
Phonetext
Emailtext
Notestext

Summary

What the move is costing and what is still outstanding, both money and jobs.

MeasureWorked out as
Total Expected CostSUM([Costs!expected_cost])
Total Actual Cost RecordedSUM([Costs!actual_cost])
Total Paid So FarSUMIF([Costs!status], "Paid", [Costs!actual_cost])
Still To PaySUM([Costs!still_to_pay])
Projected Total Cost of the MoveSUMIF([Costs!status], "Paid", [Costs!actual_cost]) + SUM([Costs!still_to_pay])
Over Budget BySUM([Costs!variance])
Share of Budget SpentIFERROR(SUM([Costs!actual_cost]) / SUM([Costs!expected_cost]), 0)
Largest Single CostMAX([Costs!actual_cost])
Costs Not Yet PaidCOUNTA([Costs!item]) - COUNTIF([Costs!status], "Paid") - COUNTIF([Costs!status], "Cancelled")
Tasks OutstandingCOUNTA([Checklist!task]) - COUNTIF([Checklist!status], "Done")
Tasks OverdueCOUNTIF([Checklist!flag], "Overdue")
Tasks Due in the Next Seven DaysCOUNTIF([Checklist!flag], "Due soon")
Checklist CompleteIFERROR(COUNTIF([Checklist!status], "Done") / COUNTA([Checklist!task]), 0)