Free Excel template

Free Excel home maintenance schedule template

Q: How do I calculate the next due date in Excel?

For an interval in months, use =EDATE(last_done, months). For an interval in days, add the days: =last_done+90. Format the result as a date if it shows as a number.

Q: How much should I budget for home maintenance?

It depends on the age, size and condition of the home. Rather than relying on a rule of thumb, this template adds up the cost of your own tasks; add a line for a repair fund if you want a cushion for things that break.

For homeowners who would rather not remember when the furnace was last serviced or the gutters cleaned. List each task with how often it repeats and when you last did it; the template works out the next due date, flags overdue and upcoming jobs, names the most urgent one and turns the cost of each task into a yearly budget and a monthly amount to set aside.

cellwise-home-maintenance-schedule-template.xlsxExcel workbook · 6.1 KB · works in Excel, Google Sheets, Numbers and LibreOffice · no signup

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Preview and try it

This is the template's sheet, calculated by the same engine as the Cellwise app. Change any number to see the formulas react before you download.

	A	B	C	D	E	F	G	H	I
1	Home maintenance schedule
2	As of date	Nov 2, 2026
3	Warn me this many days ahead	30
4	Task	Area	Every (months)	Last done	Next due	Days until due	Status	Cost each time	Cost per year
5	Replace HVAC filter	Heating and cooling	3	Jul 15, 2026	46310	-18	Overdue	18	72
6	Furnace service (pro)	Heating and cooling	12	Oct 20, 2025	46315	-13	Overdue	160	160
7	AC tune-up (pro)	Heating and cooling	12	May 2, 2026	46509	181	OK	140	140
8	Clean gutters and downspouts	Exterior	6	May 10, 2026	46336	8	Due soon	0	0
9	Inspect roof and flashing	Exterior	12	Apr 18, 2026	46495	167	OK	0	0
10	Power wash siding and deck	Exterior	12	Jun 6, 2026	46544	216	OK	60	60
11	Reseal deck	Exterior	24	Jun 14, 2025	46552	224	OK	280	140
12	Test smoke and CO alarms	Safety	6	May 1, 2026	46327	-1	Overdue	0	0
13	Replace smoke alarm batteries	Safety	12	Nov 8, 2025	46334	6	Due soon	25	25
14	Check fire extinguisher gauge	Safety	12	Jan 10, 2026	46397	69	OK	0	0
15	Flush water heater	Plumbing	12	Dec 1, 2025	46357	29	Due soon	0	0
16	Shut off and drain outdoor faucets	Plumbing	12	Nov 15, 2025	46341	13	Due soon	0	0
17	Septic tank pumping (pro)	Plumbing	36	Aug 12, 2024	46611	283	OK	425	141.67
18	Clean dishwasher filter	Kitchen	1	Oct 20, 2026	46346	18	Due soon	0	0
19	Clean range hood filter	Kitchen	3	Sep 1, 2026	46357	29	Due soon	0	0
20	Vacuum refrigerator coils	Kitchen	12	Mar 22, 2026	46468	140	OK	0	0

How the formulas work

Next due date from how often the task repeats

E5=IF(D5="","",EDATE(D5,C5))

EDATE adds whole months to a date and keeps the day of the month, so a filter changed on July 15 every 3 months is next due October 15. When you do a task, just type the new date in Last done and the next due date moves on.

Overdue, Due soon or OK

G5=IF(E5="","",IF(F5<0,"Overdue",IF(F5<=$B$3,"Due soon","OK")))

Column F is the next due date minus the as of date. Negative means the date has passed. Anything within the warning window in B3 (30 days in the sample) is Due soon, which gives you time to book a pro. In the sample the HVAC filter, furnace service, smoke alarm test and chimney sweep are overdue going into winter.

Turn each task into a yearly cost

I5=IF(OR(A5="",C5<=0),"",ROUND(H5*12/C5,2))

Cost each time times how many times a year it happens (12 divided by the months between). A $425 septic pumping every 36 months is about $142 a year. The total in C31 is a realistic yearly maintenance budget, and C32 divides it by 12 for a monthly transfer to savings.

Find the most urgent task

C33=IFERROR(INDEX(A5:A26,MATCH(MIN(F5:F26),F5:F26,0)),"None")

MIN finds the smallest days-until-due number, which is the most overdue task (or the next one up if nothing is overdue). MATCH finds which row it is on and INDEX returns the task name. It works on the day counts in column F rather than on the dates themselves.

Make it yours

Color the whole row by status: select A5:I26, Home > Conditional Formatting > New Rule > Use a formula, enter =$G5="Overdue" and choose a light red fill. Add a second rule with =$G5="Due soon" in yellow.
Sort by Next due (Data > Sort) to get a to-do list in date order, or filter the Area column before a weekend of exterior jobs.
Intervals here are common starting points, not rules. Check the manual for your furnace, water heater and appliances, and shorten intervals for things like HVAC filters if you have pets.
There is no TODAY() in the file on purpose, so the sample statuses stay put. Type today's date in the As of date cell when you open it, or replace that cell with =TODAY() if you want it to update by itself.

FAQ

How do I calculate the next due date in Excel?

For an interval in months, use =EDATE(last_done, months). For an interval in days, add the days: =last_done+90. Format the result as a date if it shows as a number.

How do I make Excel highlight overdue tasks?

Compare the due date with today: =due_date<TODAY() is TRUE when overdue. Use that as a conditional formatting rule (Use a formula to determine which cells to format), or turn it into a status column with IF as this template does.

How much should I budget for home maintenance?

It depends on the age, size and condition of the home. Rather than relying on a rule of thumb, this template adds up the cost of your own tasks; add a line for a repair fund if you want a cushion for things that break.

Functions used

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Updated November 2, 2026