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Moving Planner & Moving Checklist Workbook — Mover Quote Worst Case, All-In Move Cost, Utility Gaps & Box Labels (Excel + Google Sheets)

Moving planner for Excel & Google Sheets: what each mover can charge at delivery, truck vs container vs movers all in, utility gaps, and box labels.

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What you'll love

  • Quotes by estimate type - enter up to 8 mover quotes as binding, non-binding or not-to-exceed and see what each one can make you pay at delivery in the worst case, and what could be billed later, under the federal rules for interstate moves
  • The whole bill, three ways - a rental truck vs a moving container vs full-service movers, with fuel, tolls, lodging, meals, time off work, storage, helpers, valuation and tips added to each quote, then ranked
  • Utilities flagged for gaps and overlaps - set when each of 11 services stops at the old home and starts at the new one, and every row is flagged GAP, OVERLAP or OK with a day count
  • Box labels generated from your own inventory - up to 200 numbered boxes with an n of N count per room, printed 30 labels at a time with OPEN FIRST, FRAGILE and HEAVY flags
  • A 70-task countdown dated from one move-out date, flagged OVERDUE or DUE THIS WEEK, with 10 household questions that mark the tasks that do not fit your move
  • A budget whose estimates follow the moving mode you pick, a moving-day run sheet, a 20-item change-of-address checklist and a Dashboard with nothing to type
  • One file for desktop Excel 2016 or later and Google Sheets - no Microsoft 365-only functions

A moving planner for Excel and Google Sheets that works out the parts of a move a checklist cannot: what each mover can actually make you pay on delivery day given the kind of estimate they wrote, what a rental truck, a moving container and full-service movers really cost once everything around the quote is added in, which utilities will leave you without service or billing you twice, and a numbered label for every box you pack. It also dates a 70-task moving checklist from a single move-out date.

It is for the person running a household move, whether that is across town or across the country. It is a planning aid, not legal or financial advice: the Quotes tab applies the federal rules for interstate household-goods moves, and local or in-state moves follow your own state’s rules.

What each mover can charge at delivery

Three quotes for the same move can carry three different kinds of estimate, and the kind matters more than the number. For an interstate household-goods move, federal rules (FMCSA’s guide to moving estimates (opens in new tab)) set what each kind can cost you at delivery. On the Quotes tab you enter each quote, its estimate type and whether the truck may not reach your door (a shuttle to a smaller truck is likely). Stairs, elevators and long carries are separate add-on services the mover lists in the estimate.

  • Binding - you pay the estimate at delivery, plus up to 15% of the other charges if impracticable-operations charges apply.
  • Non-binding - at delivery the mover can require up to 110% of the estimate, plus that same up-to-15% allowance; anything above is billed later.
  • Not-to-exceed - a cap some movers offer on a binding estimate. It is not a separate federal category, so the workbook models it like a binding estimate and asks you to get the terms in writing.

Each quote gets its worst case due at delivery, the amount that could be billed later, a risk-adjusted total (the quote, raised by the overrun scenario you set if it is non-binding, plus any access extra) and a verdict. In the sample move, a $6,480 non-binding estimate can require $8,197 at delivery and comes to $9,169 risk-adjusted at the 25% overrun scenario (adjustable on Setup), against $8,223 for a $7,150 binding quote that looked more expensive on paper.

Rental truck vs container vs full-service movers, all in

A quote is not what a move costs. The Move Cost tab puts the three ways to move side by side and adds 12 cost lines to each: the quote’s risk-adjusted total (pulled from Quotes), packing supplies, truck fuel from your distance and the truck’s mpg, fuel for the cars you drive, tolls, lodging for each night on the road, meals for each driving day, the days off work at your own take-home pay, storage, helpers, valuation coverage and tips.

It works as a moving cost calculator for all three: it totals each mode, ranks them, shows how much more each costs than the cheapest, and shows how much of the real bill the quote covers. In the sample, the $2,150 truck quote becomes $6,638 all in. The Budget tab then takes its estimates from whichever mode you choose.

Utility gaps and overlaps, plus change of address

The Utilities & Address tab lists 11 services - electric, gas, water, trash, internet, phone, insurance and more. Enter when each one stops at the old home and starts at the new one, and every row is flagged: GAP AT OLD HOME, GAP AT NEW HOME, GAP BOTH ENDS, OVERLAP beyond the allowance you set, or OK, with the number of days. The same tab carries a 20-item change-of-address checklist.

Box labels generated from your own inventory

Number your boxes on the Boxes tab - up to 200 of them - with the room each comes from and goes to, what is inside, and whether it should be opened first, is fragile or is heavy. Each box gets an n of N count for its room, so “kitchen, 7 of 12” tells whoever unloads it that five more are coming.

The Labels tab draws a printable label for every box by formula, 30 at a time, starting at any box number you choose. The open-first boxes also land on the Moving Day tab’s run sheet: load them last, unload them first.

A countdown dated from one move-out date

Type your move-out date once on Setup. Each of the 70 curated tasks has a lead time, so its due date is worked back from your date, and every task is flagged OVERDUE, DUE THIS WEEK, UPCOMING or DONE. Ten household questions (kids changing schools, pets, leaving a rental, buying, crossing state lines, hiring movers or driving a truck) mark the tasks that do not fit your move NOT FOR YOUR MOVE, and 15 blank rows take your own.

The Dashboard needs nothing typed into it: days to move-out, tasks overdue and due this week, the soonest-due tasks, the cheapest mode against your pick, the chosen mover’s worst case at delivery, budget spent, boxes packed and delivered, service gaps and address changes done.

Printables for moving day

The Moving Printables PDF is for the day your phone is in a box: blank box labels, a loading-day run sheet with a blank open-first box list (the Moving Day tab fills yours in), and a room-by-room new-home walk-through to photograph and check before the furniture comes in. The 14-page Start Here guide explains how the tabs fit together and what each estimate type means at delivery.

Works in Excel and Google Sheets

One file works in desktop Excel 2016 or later and in Google Sheets - it uses no Microsoft 365-only functions. The download includes a one-click link that makes your own native Google Sheets copy, with every dropdown, formula and flag already working. Both open on a fictional sample move: clear the sample entries and set your own move-out date to start.

Own it - no app, no account

This is a workbook you keep, not a moving app. There is no account to make, no partner offers, and your move details stay in your own file.

After the move, the New-Homeowner Move-In & First-Year Setup Binder picks up where this leaves off, and the Household Operations Manual keeps the new home’s systems, contacts and routines in one place.

Free guides for the same move: what a binding moving estimate means, moving container vs truck rental cost, a moving checklist from 8 weeks out, and how to label moving boxes.

See it in action

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Built to last

  • Intuitive and straightforward design
  • Employs software best practices
  • Delivered as one spreadsheet that works in Microsoft Excel, Google Sheets, and LibreOffice Calc
  • Free updates — send us a message to be notified of updates when they are available
  • Completely customizable — add rows and columns, rename headings, and adjust formulas

In the download

This digital product is delivered as a zip file containing the following items:

  • 11-tab workbook (.xlsx) - Start Here, Setup, Countdown, Quotes, Move Cost, Budget, Boxes, Labels, Moving Day, Utilities & Address and Dashboard, pre-filled with a fictional sample move
  • One-click Google Sheets copy - a ready-made native version, no import needed
  • Start Here guide (PDF, 14 pages) - how the countdown, the quotes, the all-in cost and the box system fit together, including what each estimate type means at delivery
  • Moving Printables (PDF, 11 pages) - blank box labels, a moving-day run sheet with a blank open-first box list, and a room-by-room new-home walk-through
  • Open in Google Sheets (PDF, 1 page) - the one-click Make a copy link that opens the Google Sheets copy listed above
  • READ-ME-FIRST.txt - where to start, and the license

Compatibility & terms

Unless otherwise specified, this digital product is delivered as a spreadsheet (an .xlsx file) designed to work in Microsoft Excel, Google Sheets, and LibreOffice Calc . It is not guaranteed to work in any other application.

This digital product is copyrighted. It is intended for personal use only. It is strictly prohibited to reproduce, resell or share this product, in part or in full, with or without modifications. No refunds, exchanges, or cancellations. Given this is a digital product, no physical product will be delivered.

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