Life Organizer Spreadsheet: 2027 Life Planner with Goals, Habits, Life Admin and Important Documents for Google Sheets and Excel
LIFE ORGANIZER SPREADSHEET FOR GOOGLE SHEETS AND EXCEL
A life organizer for adults who want goals, habits and life admin in one file.
It tracks what is due, who has a birthday, and what needs renewing, so nothing slips past its date.
Start any month — your year begins with the month you choose on Start here.
📊 WHAT IT DOES
✓ Daily log: one row a day for mood, sleep and the habits you kept, with no streak to break.
✓ Goals: a few goals, each with a number, a date, and a monthly note of where it stands.
✓ Life areas: scores each part of life once a month and shows the gap that needs the most attention.
✓ Life admin: tracks expiry dates for passports, licenses, insurance and warranties, and when to renew.
✓ Upkeep: tracks jobs that come back, like the furnace filter or the dentist, and works out the next date.
✓ Dates: finds the next birthday or anniversary and keeps the gift idea next to it.
✓ Vault: lists every account, policy and document, and who to call, without storing passwords.
✓ Monthly review: fills in its own numbers and leaves you three lines to write.
📂 WHAT'S INSIDE: 28 TABS AND 70 CHARTS
✓ Start with these: Home, Start here, Setup
✓ Every day, every week: Daily log, Tasks, This week, Habits
✓ Once a month: This month, Goals, Milestones, Life areas, Monthly review, This quarter
✓ Write once, get reminded: Life admin, Dates, Upkeep, People, Money, Reading, Bucket list, Wins
✓ The year, and the rest: Year calendar, Year, Vault, Catch-up, Notes, Read me, Free gift
📝 HOW IT WORKS
- Open the PDF and click the link to make your own copy in Google Sheets. Or open the Excel file.
- On Start here, fill in the shaded cells: your name, when your year starts and your week start day. Add your word for the year and your review day.
- Write a row on Daily log, add tasks on Tasks, and write dates on Dates and Life admin as they come up.
- Everything else fills in by itself. Home shows your goals on track, habits kept and what needs renewing.
📥 WHAT YOU GET
✓ Google Sheets version (the link is in the PDF)
✓ Excel version (.xlsx) for desktop Excel on Windows or Mac
✓ A filled example to look around, and a blank copy for your own data
✓ A PDF with the links and the first steps
✓ A video guide for this planner (the link is in the PDF)
💻 GOOD TO KNOW
✓ Works with a free Google account. No add-ons, no subscription, no bank connection.
✓ Type only in the shaded cells. Formulas are protected, so you can't break them by accident.
✓ Best on a computer. The Google Sheets app works for quick entries on your phone.
✓ Amounts show in dollars. The formulas work the same in any currency.
✓ The Excel version may look slightly different from the photos (fonts, colors, charts). The photos show Google Sheets.
✓ English only. Not made for Apple Numbers.
✓ Free updates for life.
This is a digital download. Nothing will be shipped. Because it is a digital file, it can't be returned, but if anything is unclear, message me and I will help you set it up.