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ESA and Allotment Tracker Spreadsheet for Homeschool Reimbursements, Google Sheets and Excel

Price:$12.99

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  • Digital download
  • Digital file type(s): 2 Files

An ESA and allotment tracker spreadsheet for homeschool families that shows exactly what's left in your ESA, scholarship account or allotment, so you never lose track of a reimbursement again.

One smart spreadsheet for any state's program and up to 5 kids. Enter your program dates, each child's award and when deposits arrive. Then log purchases from dropdowns, and the tracker does the math for you.

Works for any state's program, including correspondence-school allotments and families who use Odyssey or ClassWallet, because you set the dates, awards and categories yourself.

★ SET UP FOR YOUR STATE
Using one of these programs? Each has its own version with the 2026-27 dates, award rules and state checks already filled in:
• Texas TEFA: https://www.etsy.com/listing/4603532196/texas-tefa-tracker-spreadsheet-education
• Florida PEP: https://www.etsy.com/listing/4603532818/florida-pep-scholarship-tracker
• Arizona ESA: https://www.etsy.com/listing/4603533372/arizona-esa-tracker-spreadsheet
• Utah Fits All: https://www.etsy.com/listing/4603512519/utah-fits-all-tracker-spreadsheet
• Arkansas EFA: https://www.etsy.com/listing/4603512527/arkansas-efa-tracker-spreadsheet
• West Virginia Hope Scholarship: https://www.etsy.com/listing/4603534336/west-virginia-hope-scholarship-tracker
• Alabama CHOOSE Act: https://www.etsy.com/listing/4603534356/alabama-choose-act-esa-tracker
• New Hampshire EFA: https://www.etsy.com/listing/4603971225/new-hampshire-efa-tracker-spreadsheet
• North Carolina ESA+: https://www.etsy.com/listing/4604672143/north-carolina-esa-tracker-spreadsheet
• South Carolina ESTF: https://www.etsy.com/listing/4604677243/south-carolina-estf-tracker-spreadsheet
• Wyoming ESA (Steamboat Legacy Scholarship): https://www.etsy.com/listing/4605223371/wyoming-esa-tracker-spreadsheet
• Alaska correspondence school allotments: https://www.etsy.com/listing/4605348710/alaska-homeschool-allotment-tracker
• California homeschool charter funds: https://www.etsy.com/listing/4605384347/california-homeschool-charter-funds

★ WHAT IT DOES
• Available today vs. still scheduled: a deposit counts only once its date has passed, so lump-sum and installment programs both work
• Reimbursement tracking: days waiting for every claim, an Overdue flag after the number of days you choose (default 30), and a list of rejected claims with your notes
• Spending pace: % of funds used vs. % of the school year passed, with an Ahead / On pace / Behind status and "left to plan" per child before your spend-by date
• Paperwork flags: any purchase missing a receipt or curriculum/justification note is flagged
• Dashboard: award, deposited, spent, pending, planned and available for each child and the whole family, plus spending by category
• Student Summary: pick a child and print one page with their funds, category totals and every purchase
• Reimbursements page: waiting claims sorted longest wait first, plus rejected claims
• 12 editable spending categories and your own payment methods (marketplace, reimbursement, vendor invoice)

★ WHAT YOU GET
• Smart tracker spreadsheet (Excel .xlsx, inside a .zip)
• Quick-Start Guide (PDF) with a one-click link to make your own copy in Google Sheets

★ WORKS WITH
• Google Sheets: free with any Google account, works on computer, tablet or phone
• Microsoft Excel 2010 or newer (Windows or Mac)
Not tested in Apple Numbers.

★ GOOD TO KNOW
• Comes with example data (3 kids, a $2,000 lump-sum deposit) so you can see every feature. Clear it in a few clicks.
• This tracker helps you organize your records. It does not guarantee that any purchase will be approved.
• Not affiliated with any state program, Odyssey or ClassWallet. Always check your program's current rules for what's allowed.
• This is a digital download. Nothing will be shipped.
• This template was designed by ReadyFileCo with the help of AI tools.
• For personal use in your own home or homeschool. Please don't resell or share the file.

★ SAVE WITH THE BUNDLE
This tracker is also part of the Homeschool Spreadsheet Bundle, together with the Homeschool Planner, the High School Transcript and Credit Planner, the Co-op Manager, and the Gradebook and Report Card. Get all 5 for $39.99 and save 38%: https://www.etsy.com/listing/4600492713/homeschool-spreadsheet-bundle-planner

Questions? Send me a message. I'm happy to help you get set up.

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Listed on Oct 22, 2026
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