Roomwise

United States

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Featured items

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May include: A digital Christmas budget and gift tracker spreadsheet for Excel and Google Sheets. The interface displays The Parker Family Christmas dashboard with tabs for gifts, spending, and cards, featuring summary metrics for days to Christmas, total spent, remaining budget, and gift progress.

Christmas Budget Planner Spreadsheet, Christmas Gift Tracker and Gift List for Google Sheets and Excel, Holiday Budget and Card List

$9.00

Digital Download

May include: A digital 2027 budget planner for Excel and Google Sheets featuring a dashboard interface. The display shows financial data including monthly budget, sinking funds, debt payoff, and savings goals with tables for group spending and a watch list.

2027 Budget Planner Spreadsheet, Monthly Budget Template with Sinking Funds, Debt Payoff and Savings Tracker, Google Sheets and Excel

$12.00

Digital Download

May include: A Notion template titled HOA Board Hub with a dark blue background. It features sections for meetings, owner requests, vendors, and budget. Includes an open requests list with status tags and a navigation bar with various icons.

HOA Board Notion Template, HOA Board Binder with Meeting Minutes, Violation Tracker and HOA Treasurer Budget

Sale Price $10.50

Original Price $14.00 (25% off)

Digital Download

May include: A digital Notion template titled IEP Parent Binder featuring sections for goals, progress, meetings, and a paper trail. It includes a key dates dashboard with countdowns for progress reports, annual IEP reviews, and re-evaluations.

IEP Binder Notion Template, IEP Parent Binder and Organizer, IEP Goal Tracker, 504 Plan Tracker and Meeting Prep

Sale Price $10.50

Original Price $14.00 (25% off)

Digital Download

May include: A Notion template titled PTA Board Hub, featuring a dark blue background with white text. It includes sections for meetings, events, volunteers, and budget, with a calendar view and an agenda list displayed in a white rectangular box.

PTA Notion Template, PTO Organizer and Binder with Meeting Agenda, Fundraiser and Volunteer Tracker

Sale Price $10.50

Original Price $14.00 (25% off)

Digital Download

May include: A digital spreadsheet interface titled Mortgage Refinance Comparison for Excel and Google Sheets. The dashboard displays loan estimates, monthly savings, break-even points, and net savings over a stay, featuring a table comparing lenders like Harborlight Mortgage and Quarry Bank.

Mortgage Refinance Calculator Spreadsheet, Lender Loan Estimate Comparison and Break-Even, Excel and Google Sheets

$12.00

Digital Download

May include: A digital Tuition Reimbursement Tracker for Excel and Google Sheets. The interface displays a dashboard titled Jordan's MBA with sections for reimbursed amounts, pending claims, deadlines, and repayment calculations for employer tuition assistance.

Tuition Tracker Spreadsheet, Employer Tuition Reimbursement and College Budget Planner, Excel and Google Sheets

$11.00

Digital Download

May include: A digital COBRA Coverage Tracker spreadsheet for Excel and Google Sheets. The dashboard displays The Ellis Family account with sections for next payment due, election status, marketplace window, and months left of coverage.

COBRA Insurance Tracker, Health Insurance Comparison Spreadsheet, COBRA vs Marketplace Plan, Excel and Google Sheets

$11.00

Digital Download

May include: A digital RMD Tracker spreadsheet for Excel and Google Sheets. The dashboard displays The Hale Household tax year 2026 data, including required minimum distributions, amounts taken, remaining balances, and a progress bar showing 85% completion.

RMD Tracker Spreadsheet, Required Minimum Distribution Planner for IRA and 401k, Retirement Budget, Excel and Google Sheets

$12.00

Digital Download

May include: A digital Health FSA Tracker for Excel and Google Sheets. The interface displays The Reyes Family account with sections for available funds, spent amounts, remaining balances, and forfeiture risks, plus key dates and a to-do list for receipts.

FSA Tracker Spreadsheet, Medical Expense Tracker and Receipt Log, Use It or Lose It FSA Planner, Excel and Google Sheets

$12.00

Digital Download

May include: A digital Home Warranty Claim Tracker spreadsheet for Excel and Google Sheets. The interface displays a dashboard titled Cornerstone Home Shield, showing financial metrics, claim outcomes, and performance statistics with data tables.

Home Warranty Tracker Spreadsheet, Appliance Warranty and Repair Log, Homeowner Binder, Excel and Google Sheets

$11.00

Digital Download

May include: A digital unemployment work search log template for Excel and Google Sheets. The interface displays a dashboard with job application metrics, follow-up reminders, and status tracking for employer contacts, featuring a clean, organized layout with data tables and summary charts.

Unemployment Work Search Log Spreadsheet, Job Search Tracker and Job Application Log, Excel and Google Sheets

$10.00

Digital Download

May include: A digital Medical Bill and EOB Tracker spreadsheet for Excel and Google Sheets. The dashboard displays financial summaries including amounts owed, potential overcharges, paid totals, and deductible progress bars for family members.

Medical Bill Tracker Spreadsheet, Medical Expense Tracker, EOB and Deductible Log, Excel and Google Sheets

$12.00

Digital Download

May include: A digital Dependent Care FSA Tracker spreadsheet for Excel and Google Sheets. The interface displays financial data including contributions, reimbursements, and claims for The Okafor Family, with key dates and status updates.

Dependent Care FSA Tracker Spreadsheet, Daycare Expense Tracker and Claim Log, Excel and Google Sheets

$12.00

Digital Download

May include: A digital car insurance quote comparison spreadsheet for Excel and Google Sheets. The dashboard displays a table with columns for insurer, term, annual cost, monthly cost, savings, expiration date, coverage status, and policy match.

Car Insurance Quote Comparison Spreadsheet, Auto Insurance Renewal Tracker, Excel and Google Sheets

$10.00

Digital Download

May include: A digital dashboard titled HSA Receipt Vault for Excel and Google Sheets. It displays financial data for The Rivera Family, including tax-free cash, pending receipts, paid withdrawals, and contribution limits with projected growth.

HSA Tracker Spreadsheet, HSA Receipt Tracker and Shoebox Reimbursement Log, Medical Expense Tracker, Excel and Google Sheets

$12.00

Digital Download

May include: A digital Notion template titled Job Search HQ with a dark blue background. It features sections for a pipeline board, follow-up reminders, interview prep, and a story bank, plus navigation tabs for Getting Started, Applications, Interviews, and Weekly Review.

Job Application Tracker Notion Template, Job Search Planner and Interview Prep Dashboard

$15.00

Digital Download

May include: A digital Seller Profit Tracker spreadsheet for Excel and Google Sheets. The interface displays a dashboard with revenue, net profit, and fee metrics for platforms including Etsy, eBay, and Shopify, organized in a table format.

Reseller Spreadsheet, Etsy Seller Profit Tracker and Fee Calculator for eBay and Shopify, Bookkeeping for Excel and Google Sheets

$14.00

Digital Download

May include: An Excel and Google Sheets irregular income budget template titled Sam's Money Plan. The dashboard displays financial metrics including monthly income, buffer, safe paycheck, tax set aside, and a watch list with spending categories.

Irregular Income Budget Spreadsheet, Freelancer Budget Planner and Tracker, Variable Income Budget, Google Sheets and Excel

$12.00

Digital Download

May include: The Homeowner Bundle digital tracker set features three dashboard interfaces titled Our House, Kitchen Remodel, and Move to Denver. These displays include color-coded metrics, task lists, budget trackers, and timelines for home management, renovation, and moving tasks.

Homeowner Binder Spreadsheet Bundle, Home Maintenance, Renovation Budget, Moving, Home Buying and Inventory Trackers

$35.00

Digital Download

May include: A digital home buying planner for Excel and Google Sheets featuring a dashboard titled Our House Hunt. The interface displays metrics including homes tracked, top scores, offers, and days to closing, alongside a ranked table of properties.

Home Buying Spreadsheet, First Time Home Buyer Checklist, House Hunting Comparison and Offer Tracker, Excel and Google Sheets

$14.00

Digital Download

May include: A digital home inventory tracker for Excel and Google Sheets featuring a dashboard with data tables, charts, and metrics. The interface displays text including The Parker Home, Items Logged, Total Value, Documented, and High-Value Items.

Home Inventory Spreadsheet for Insurance, Room by Room Household Inventory Tracker, Excel and Google Sheets

$12.00

Digital Download

May include: A digital moving planner for Excel and Google Sheets featuring a dashboard with a countdown, checklist, box tracker, and address change log. The interface displays metrics like days to move, boxes packed, and budget status.

Moving Checklist Spreadsheet, Moving Planner and Box Tracker, 8 Week Moving Countdown, Excel and Google Sheets

$12.00

Digital Download

May include: A digital renovation budget tracker for Excel and Google Sheets. The interface displays a kitchen remodel dashboard with sections for budget, spent, remaining, and forecast amounts, a project timeline, and lists for needs attention and payments.

Renovation Budget Spreadsheet, Home Remodel Budget Tracker and Renovation Planner, Contractor Payments, Excel and Google Sheets

$14.00

Digital Download

May include: A digital home maintenance tracker for Excel and Google Sheets featuring a dashboard with tabs for Welcome, Setup, Dashboard, Tasks, Log, and Home Info. It displays overdue tasks, upcoming deadlines, completed jobs, and annual spending.

Home Maintenance Tracker Spreadsheet, Home Maintenance Checklist and Log, Homeowner Binder for Google Sheets and Excel

$12.00

Digital Download

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Announcement

Last updated on Oct 24, 2026
Roomwise

Contact shop owner

Roomwise

Contact shop owner

About Roomwise

Smart spreadsheets & templates for home, money & life

Sales 0
On Etsy since 2026

Smart spreadsheets & templates for home, money & life

Templates built by AI, tested before they're listed.

Shop policies

Last updated on

Accepted payment methods

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Accepts Etsy Gift Cards and Etsy Credits

Returns & exchanges

See item details for return and exchange eligibility.

More information

Last updated on Oct 24, 2026

Frequently asked questions

What do I get when I buy?

An instant download. Spreadsheets come as a zip with the template (.xlsx) and a demo copy filled with sample data; bundles include a folder for each template. Notion templates come as a PDF with your private link: open it, click Duplicate, and the template is copied into your own Notion workspace.

Does it work in Google Sheets, Mac or Apple Numbers?

Yes for Google Sheets (File > Import) and for Excel on Windows or Mac (2016 or newer, including Microsoft 365). Apple Numbers isn't supported; some formulas won't carry over.

Do I need to be good at spreadsheets?

No. Fill in the Setup tab and log things as they happen. Only the blue-underlined cells are for typing; the rest calculates itself.

Is my information private?

Yes. Spreadsheets live on your computer or in your own Google Drive. Notion templates are copied into your own Notion workspace, which only you control. We never see what you type.

Can I get a refund?

Because these are instant downloads, we can't take returns. But if a template doesn't work as described, message us and we'll fix it or refund you.

Can I share or resell the template?

It's for your personal use. Please don't resell or redistribute the files.

Who makes these?

Claude, an AI by Anthropic, designs and builds every template. Each one is tested in real Excel before it's listed.