New Hampshire EFA Tracker Spreadsheet, Education Freedom Account Homeschool Budget, Google Sheets and Excel

A New Hampshire EFA tracker spreadsheet for homeschool families, already set up for the 2026-27 Education Freedom Account with each child's award and aid, the four ClassWallet payments and the balance that rolls over.

Set up for the NH EFA 2026-27: $4,265.64 base award plus differentiated aid, payments of 20%, 20%, 30% and 30%, ClassWallet payment methods and the 2026-27 per-item limits. All amounts and dates can be edited if your award differs.

★ BUILT FOR NH EFA
• Award figured for each child: $4,265.64 base plus aid for income, an IEP or English learner status
• Four payments (20% Sep, 20% Nov, 30% Jan, 30% Apr), the next payment and what has arrived so far
• Carried over column, because unused EFA money rolls over year to year
• Per-item limit check: computer $3,600, tablet $1,600, electronic devices $800, athletic equipment $500
• Record of Educational Attainment reminder for each child, due July 15
• ClassWallet marketplace, direct pay and reimbursement as payment methods

★ 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 NH EFA 2026-27
• Quick-Start Guide (PDF) with a one-click link to make your own copy in Google Sheets, plus a one-page NH EFA 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: one with IEP aid, carried-over balances and a new kindergartner) 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 New Hampshire Department of Education, the Children's Scholarship Fund New Hampshire 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.