Contractor & Planning

Renovation Budget Worksheet: Line Items & Allowances

Build a line-item renovation budget spreadsheet with materials, labor, permits, allowances, and milestone payments you can compare to contractor bids.

Budget categories

Track allowances separately from labor so you can compare bids apples-to-apples.

  • Design and permits
  • Materials and fixtures
  • Labor by trade
  • Contingency 10–20%

Spreadsheet columns that matter

Track estimated, quoted, and actual columns so change orders are visible early.

  • Line item / trade / room
  • Material allowance vs fixed spec
  • Labor subtotal
  • Contingency row (15%)

Allowance traps

Low tile or fixture allowances make bids look cheap until you shop.

  • Specify allowance amounts in writing
  • Upgrade costs come from your pocket
  • Match allowances across all three bids

Start from trades, not from a room name

“Kitchen” is not a budget line. Cabinets, counters, appliances, electrical, plumbing, floor, and labor are. If you cannot assign a trade to a dollar, it is still a wish. Build the sheet the way a GC bills, then add contingency as its own row.

  • One row per trade even if one company does two trades
  • Owner-supplied materials get a row so they are not forgotten
  • Permits and dumpsters are rows, not vibes

Financing should follow a frozen scope

A HELOC that funds an undefined kitchen is how balances grow. Freeze the drawing, then choose cash versus credit. Contractor “same as cash” promotions are still debt if you miss a date. Read the backup rate.

  • Do not finance allowances you have not selected
  • Keep a cash buffer for hidden conditions even if the main job is financed
  • The budget-method bathroom page and this page should not contradict — one is a room, one is the household

Frequently asked questions

Should design fees be in the budget?
Yes — architects, designers, and permit fees belong in the plan before construction starts, not as afterthoughts.