Alabama CHOOSE Act ESA Tracker Spreadsheet, Homeschool Budget, Google Sheets and Excel
Price:$12.99
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Highlights
An Alabama CHOOSE Act ESA tracker spreadsheet for homeschool families, already set up for 2026-27 with the $2,000 award, the $4,000 family cap and a countdown to the June 30 use-it-or-lose-it deadline.
Set up for the CHOOSE Act 2026-27: $2,000 per homeschool child up to $4,000 per family, ClassWallet marketplace and vendor payments, and the June 30 deadline. All amounts and dates can be edited if your award differs.
★ BUILT FOR ALABAMA CHOOSE ACT
• $4,000 family cap built in: awards are counted until the cap is used
• Countdown to June 30 with what is left to plan, because unused money does not roll over
• Technology check against the $500 per-child limit
• ClassWallet marketplace and pay vendor as payment methods (no reimbursements)
• Spending pace for the family and each child
★ 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 Alabama CHOOSE Act 2026-27
• Quick-Start Guide (PDF) with a one-click link to make your own copy in Google Sheets, plus a one-page Alabama CHOOSE Act 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 (3 kids, so the $4,000 family cap shows) 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 Alabama Department of Revenue, the CHOOSE Act program or ClassWallet. 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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