First-Year Homeowner Maintenance Calendar

What's Inside

Everything you need from keys-in-hand through month 12

• 1

  12-month printable maintenance calendar — one page per month, every task you should be doing broken down by week. Starts from your closing date, not the calendar year.

• 2

  Escrow tracker & analysis worksheet — log every escrow statement, understand exactly what your servicer is charging, and catch errors before they cost you thousands.

• 3

  Air filter & HVAC service log — simple grid to track the three things that kill HVAC systems: filter changes, annual service, and year-over-year performance.

• 4

  Seasonal task lists (spring/summer/fall/winter) — weatherproofing, gutters, grading, hose bib shutoffs, attic inspections. The things that prevent the expensive failures.

• 5

  Wire fraud reference card — the one-page summary of how wire-fraud scams work during closing and refinance, and the call-back protocol that prevents them.

• 6

  First-month moving checklist — utilities, address changes, insurance updates, lock changes, mail forwarding, and the 30+ small tasks that pile up in week 1.

• 7

  Home maintenance budget worksheet — the 1-2 percent rule made concrete. Sets a realistic monthly transfer amount based on your home's value.

• 8

  Annual insurance-shopping worksheet — how to shop competing quotes 30 days before renewal and avoid the loyalty-penalty trap most homeowners pay every year.