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Notion Home Construction Budget - Notion Template (+ PLUS Contractor Template)

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Notion Home Construction Budget - Notion Template (+ PLUS Contractor Template)

🔨 A ready-to-use Home Construction and Renovation Budget Notion Template - PLUS a Contractor Management template

If you're looking for a way to track your Construction or Renovation expenses in Notion, this is the template that can do it.

❌ Don't lose $1,000s just because you aren't staying on budget and tracking every expense.


What others say about the template:


"Thanks for creating this! It's beyond helpful" - Greta


This construction budget contains:

  • Almost 30 Main budget line items plus multiple sub-budget line items - - And you can add your own as needed
  • Calculates budget totals and whether you're over/under budget for each main budget item
  • Construction Report displaying Total Expenses
  • FREE BONUS: 👨‍🔧 Contractors Management System to track all your contractor information and invoices (Linked to Expenses line items)
  • OPTIONAL ADD-ON: 💫 House Design Options Template - Quickly curate all your design ideas and keep track of your final design options and purchases with the House Design Options database system
  • OPTIONAL ADD-ON: ↪️ 1:1 Onboarding - I'll import a current budget you're already using into the Notion budget. (Limited to 150 budget items - more available if needed)

🛠️ This construction budget has been used by and is great for -

  • Construction companies
  • Home Builders on new home construction
  • Investors
  • Home Owners remodeling their home
  • Contractors
  • Real Estate agents getting into remodels


HOW IT WORKS

This template will help you keep track of all expenses on your construction or remodel project. You start by entering in your actual Budget for each Main item, such as Plumbing, Concrete, Electric, Inspections, etc.

Then, you'll add each new invoice or receipt underneath the Main budget item and enter in the Actual Cost. When you do this, your expenses are automatically calculated along with your Actual vs. Budget total to show you if you are over or under budget on each Main budget item.

In this example: The entire Concrete/Labor/Material budget is $20,000.

You have Invoices for various parts of the Concrete budget, such as the Concrete labor costs, form materials, concrete, sand, etc.

You then enter each Invoice as part of the Concrete budget with the Actual Cost of the invoice or receipt.



  • You then link the Invoice to the Main budget category and your Total Amounts ($) are then calculated.
  • In the example, you can see we're $1,500 over-budget in the Concrete category

✨ With this system, you can quickly see if you're staying on budget, under budget or overspending $




👨‍🔧 FREE BONUS: Contractor Management System

The budget also includes a Contractor Management System to quickly link all of your Invoices and Expenses to the Contractor and their details.

What's Included:

  • Contractor details such as contact name, phone number, email, and address
  • Link Invoices and Contractor directly to the Expense item in your budget
  • The total amount of $ spent on a contractor
  • Total invoices Paid
  • Invoice Status to see if invoices are paid or still open
  • Add your own custom Notes about the Contractor



See more detailed information about each Contractor



💫 OPTIONAL BONUS ADD-ON: House Design Options

Quickly curate all your design ideas and keep track of your final design options and purchases with the House Design Options Notion template.



💫 SCREENSHOTS OF THE CONSTRUCTION REMODEL and CONTRACTOR MANAGEMENT TEMPLATE

This Main Dashboard view is used for entering your budget and expenses. Once you enter in an invoice and link it to its Main Budget item, everything is calculated for you.


Main Budget Items Included (plus you can add any of your own):

  • Inspections
  • Slab
  • Framing
  • Plumbing
  • Landscaping
  • Painting
  • Roofing
  • Windows
  • Doors
  • Septic
  • Road
  • HVAC
  • Insurance
  • Fireplace
  • Grading
  • Appliances
  • Cleaning
  • Door Knobs
  • Lights
  • and More!


Fields for:

  • Contractors/Stores (Linked to Contractor template)
  • Invoices
  • Budget Amount
  • Total Amount Spent
  • Budget vs. Expense
  • Paid/Not Paid
  • Date Paid
  • Category Tags



INDIVIDUAL EXPENSE LINE ITEM

Each invoice item includes:

  • Budget Estimate
  • Actual Cost
  • Budget vs. Actual,
  • Contractor
  • Plus date paid, check number, tags, and a link to the Report




CONSTRUCTION EXPENSE REPORT

This report is used to show you:

  • Total Budget
  • Total Expenses
  • Actual vs. Budget


For any >| Sub budget item you add, you'll add the Report record to the Report field and it will automatically calculate the totals.






💫 OPTIONAL BONUS ADD-ON: Home Design Options Template

Quickly curate all your design ideas and keep track of your final design options and purchases with the House Design Options database system. You can save images and URLs while you're browsing the internet, or just enter in ideas that pop in your head. Save all your Design options in the same workspace as your construction budget.

You can use the Notion Web Clipper extension in Chrome to quickly save a URL and image from any website into your Home Designs template!



INSIDE EACH HOUSE DESIGN OPTION - You can track the Tag, such as Kitchen, Flooring, Bedrooms, etc. You can also track the Date Ordered, Images, Details or Notes, Item Model Number, Rating, Store, and whether it's an Idea or a Final Design Option.



How to get this template

***Once you purchase the template, you will receive a PDF file in your email that has the link to the template and instructions on how to use it.


⭐ You will need a free Notion account to use this template - Get Notion



Getting Started - How to Use the Template Instructions

There are Getting Started instructions and a video included with the template to help you learn how to use it.

For questions or support - visit my website at hannahwiginton.com

Contact Hannah


For a general Notion overview, read my article

Notion – An All in One Platform: A Detailed Overview & Review
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A home construction/ remodel budget template in Notion

Link
Template Link provided in PDF Download after purchase
Instructions
Overview and how-to video provided in PDF Download after purchase
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