Construction Budget & Cost Control Tracker
Projects don’t go over budget overnight. It happens little by little—misplaced invoices, small overruns that add up, and poorly tracked estimates. If you’re not tracking costs in real time, you risk making decisions without all the necessary information.
I built the Construction Budget & Cost Control Tracker to fix this. It’s the system I use at 30X40 Design Workshop to stay ahead of costs, track invoices, and keep budgets aligned with actual project progress. Whether you’re an architect, builder, or contractor, having accurate, up-to-date financials means better decisions, fewer surprises, and stronger client relationships.
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Take Control of Your Project Finances
This simple, structured spreadsheet helps you:
- Set and manage project budgets with a clear, organized format.
- Track and update estimates adjusting the original budget to keep everyone informed.
- Track invoices in a dedicated log, so payments stay on schedule.
- Reconcile costs against your Schedule of Values, ensuring financial clarity at every stage.
- Create and track grouped Executive Schedule of Value items (sitework, shell costs, interior fit-out, landscaping) for phased projects.
Built using the pre-2004 CSI 16-division format, this system is optimized for residential and light commercial projects, making it an essential tool for architects, designers, and builders. I've done all the categorization for you and even set up filtering on all columns to help you sort for only the categories your project uses. My quick tutorial video walks you through the steps to use it.
What’s Included?
This tool is more than just a spreadsheet—it’s a financial tracking system designed for real-world projects.
- Project Budget Overview – A structured breakdown of all construction costs, estimates, and budget changes.
- Tracking Sheet – A dynamic reconciliation tool that compares actual invoices against the budgeted schedule of values to keep your finances on track.
- Invoice Log – A monthly tracker to record and manage invoices, payments, and due dates.
- Tutorial video to get you setup and tracking in less than 10 minutes.
Who Is This For?
- Architects & Designers managing project budgets and tracking costs.
- Small Firms & Solopreneurs who need a structured, repeatable system for cost control.
- Project Managers & Contractors looking for a clear, organized way to manage invoices and budgets.
This is a simple budgeting, estimate + invoice tracking system for design professionals, construction managers + builders—without the complexity of expensive software.
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Your Instructor
Hi, I'm Eric, an award-winning architect, entrepreneur and founder of 30X40 Design Workshop, a design studio located on Mount Desert Island, Maine. I'm also author of the Architect + Entrepreneur book series and creator of the most popular architecture-focused YouTube channel online. I've been designing simple, modern residential architecture for more than 28 years and a practitioner of all the novel, entrepreneurial business strategies I teach in my courses.
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Key Features:
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Pre-Populated CSI Divisions
- Uses the pre-2004 16-division CSI format, covering all major categories for residential and light commercial projects.
- Organized structure ensures all typical project costs are accounted for from the start.
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Executive Schedule of Values (ESV)
- Breaks down costs into logical project phases for accurate invoicing and financial tracking.
- Helps ensure payments align with project progress.
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Invoice Logging & Tracking
- Dedicated invoice log tab to track payments, due dates, and amounts.
- Organizes invoices by month to keep records clean and accessible.
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Budget vs. Actual Cost Comparison
- Multiple estimate columns to compare vendor quotes against the original budget.
- Helps identify cost overruns before they become major issues.
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Percent Complete Tracking
- Allows you to track progress against the budgeted amount to monitor financial health.
- Useful for aligning payments with work completed.
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Filtering & Sorting for Easy Navigation
- Quickly filter data to focus on specific cost categories or divisions.
- Makes reviewing project finances faster and more efficient.
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Automated Change Estimates
- Tracks budget adjustments as estimates evolve.
- Provides a clear picture of where costs are shifting.
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Compatible with Excel & Google Sheets
- .xlsx format works seamlessly in Microsoft Excel and Google Sheets for cloud-based access and team collaboration.
This tool ensures you stay organized, track costs effectively, and make informed financial decisions throughout the project.
Tracking sheet view showing filters
Frequently Asked Questions
Get the System That Keeps Your Projects Profitable
Budget overruns and lost invoices don’t have to be the norm. With this Construction Budget & Cost Control Tracker, you’ll always know where your project finances stand—and have the confidence to make better decisions.