Florida PEP Scholarship Tracker Spreadsheet, Homeschool EMA Reimbursement Log, Google Sheets and Excel

A Florida PEP scholarship tracker spreadsheet for homeschool families, already set up for 2026-27 with the Step Up For Students quarterly payments, EMA reimbursements, attestation dates and the $24,000 balance cap.

Set up for Florida PEP 2026-27: four quarterly payments (Aug 1 or Sep 1, Nov 1, Feb 1, Apr 1), the attestation dates before each one, and the Purchasing Guide categories. All amounts and dates can be edited if your award differs.

★ BUILT FOR FLORIDA PEP
• Next attestation reminder with days left, and a Y / N / NA checkbox for each quarter
• Balance warning when any child's account gets close to the $24,000 cap that stops new deposits
• Yearly checklist: Student Learning Plan, annual test taken and results sent to Step Up, per child
• EMA reimbursements, direct pay and MyScholarShop as payment methods, with claims overdue after 60 days
• Countdown to the July 31, 2027 reimbursement deadline
• Carried over column for last year's unused balance
• The six PEP Purchasing Guide categories as dropdowns

★ 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 Florida PEP 2026-27
• Quick-Start Guide (PDF) with a one-click link to make your own copy in Google Sheets, plus a one-page Florida PEP 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, quarterly deposits and one carried-over balance) 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 Step Up For Students, the Florida Department of Education or the PEP program. 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/au/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/au/listing/4600492713/homeschool-spreadsheet-bundle-planner

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