Milestone Planning Co. mark
Milestone Planning Co. New homeowner tracker
Milestone Planning Co.

Your first year as a homeowner, budgeted well.

From closing day through your first twelve months, this tracker walks you through every phase, every cost people forget, and exactly where your money is going.

  Your numbers stay on this device. Nothing is uploaded or shared.

01

Closing

Down payment, closing costs, moving costs, and your emergency reserve.

02

First 30 days

Utility setup, locks, immediate repairs, and must-have furnishings.

03

First 90 days

Room-by-room furnishing, insurance review, and the paperwork you can't skip.

04

First year

Seasonal maintenance and the repair fund every new owner eventually needs.

All changes saved on this device.
Total budgeted
$0
Spent so far
$0
On track
0%

These totals add up what you enter in the four phase tabs below. Go into a phase to change its numbers.

Emergency reserve $0 of $9,000 goal