The free Homeowner Budget Workbook
An evening with your mortgage statement, tax bill and insurance policy, and you'll know what your home really costs and what to save for.
US Letter, print-friendly. Free, and no email or account required.
What's inside
- True monthly cost
- Every cost of owning, as one monthly number.
- Yearly house bills
- Taxes, insurance, HOA and renewals, with due dates.
- Maintenance reserve
- Set your monthly amount and track what you spend.
- Replacement planner
- Ages, typical lifespans and monthly savings for each major system.
- House records
- Install dates, model numbers and who serviced what.
General educational information, not financial advice.
Want one homeowner step a month?
The Upkeep is optional and separate from the download.