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Texas TEFA Tracker Spreadsheet, Education Freedom Account Homeschool Budget, Google Sheets and Excel

Price:$12.99

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Highlights

  • Designed by ReadyFileCo
  • Digital download
  • Digital file type(s): 2 Files

A Texas TEFA tracker spreadsheet for homeschool families, already set up for the 2026-27 Texas Education Freedom Account, so you always know what's left of each child's $2,000 and how fast you're spending it.

Set up for Texas TEFA 2026-27: one $2,000 deposit per child on July 1, purchases through Odyssey, the approved expense categories and the 10% technology limit. All amounts and dates can be edited if your award differs.

★ BUILT FOR TEXAS TEFA
• $2,000 homeschool award and the July 1 deposit already entered, for up to 5 kids
• Spending pace and "left to plan" per child, with about how much a month uses it by June 30
• Technology check: warns when a child's computers and technology spending passes 10% of their award
• Odyssey marketplace and provider payments as payment methods, with orders waiting for approval counted as pending
• The approved TEFA expense categories as dropdowns
• Carried over column, because unused money rolls over while your child stays in TEFA
• Paperwork flags for the state's audits

★ WHAT ELSE IT DOES
• Available today vs. still scheduled: a deposit counts only once its date has passed
• Spending pace: % of funds used vs. % of the program year passed, with an Ahead / On pace / Behind status and "left to plan" per child
• Waiting list: days waiting for every pending purchase or claim, an Overdue flag after the number of days you choose, and a list of rejected items with your notes
• Paperwork flags: any purchase missing a receipt or 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
• Up to 5 kids, editable categories and payment methods

★ WHAT YOU GET
• Smart tracker spreadsheet (Excel .xlsx, inside a .zip), already set up for Texas TEFA 2026-27
• Quick-Start Guide (PDF) with a one-click link to make your own copy in Google Sheets, plus a one-page Texas TEFA section

★ 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 (2 kids, $2,000 each deposited July 1) so you can see every feature. Clear it in a few clicks.
• Award amounts and dates are editable defaults from the published 2026-27 program information. Always check your award letter.
• This tracker helps you organize your records. It does not guarantee that any purchase will be approved.
• Not affiliated with the Texas Comptroller, the TEFA program or Odyssey. Always check the 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.

★ DIFFERENT STATE?
The ESA and Allotment Tracker works for any state's program, because you set the dates, awards and categories yourself: https://www.etsy.com/listing/4599818116/esa-and-allotment-tracker-spreadsheet

★ SAVE WITH THE BUNDLE
The Homeschool Spreadsheet Bundle includes the any-state version of this tracker, 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 26, 2026
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