Co Parenting Planner

About this download

Keep custody, support, shared expenses, visits and messages in a single organized workbook that does the adding up for you.

𝗪𝗛𝗔𝗧 𝗬𝗢𝗨 𝗚𝗘𝗧

• 2 Excel workbooks: Co-Parenting-Planner-Sample.xlsx, filled with a made-up family so you can see every tab working, and Co-Parenting-Planner-Blank.xlsx, with no example entries and ready for your own records (the Holiday Schedule starts with common holidays and the expense split starts at 50/50).
• A 3-page Start Here guide (PDF) with a button that makes your own Google Sheets copy, plus setup steps.
• A README, and the same files in a ZIP. The guide is also delivered as its own file.

𝟗 𝗧𝗔𝗕𝗦, 𝟐 𝗟𝗜𝗩𝗘 𝗖𝗛𝗔𝗥𝗧𝗦

• Start Here: color guide and a TRUE/FALSE control to show or hide sample data.
• Dashboard: 12 key figures (custody split, latest support status, reimbursements owed each way, visit completion rate, next exchange and more) and 2 charts, Overnights by Parent and Shared Expenses by Category.
• Custody Schedule: room for 800 dates. Pick Parent A or Parent B for each overnight and add the exchange time, place and a note.
• Holiday Schedule: room for 60 holidays and special days, with who has each day and a yearly swap.
• Child Support & Alimony: room for 60 months. Enter what is due and what was paid; total due and balance calculate.
• Shared Expenses: room for 600 expenses. Set each parent's share once; the amount owed and who owes it fill in, with status colors.
• Visitation Log: room for 600 visits, scheduled against actual, with a completion rate.
• Communication Log: room for 1,000 entries by date, time and method, with follow-up and resolved flags.
• Kids & Contacts: up to 8 children, 30 contacts and 8 school or childcare rows.

𝗛𝗢𝗪 𝗧𝗢 𝗦𝗧𝗔𝗥𝗧

1. Open the Start Here PDF and choose Make your Google Sheets copy. Or use the included .xlsx file.
2. Look through the Sample first.
3. In the Sample workbook, choose FALSE beside Show sample data to hide the examples. Type in the first input cell of a reserved example row to replace it, or add your records below the reserved rows. Your entries stay in place when you switch the examples on or off. The Blank workbook has no sample rows.

ℹ 𝗚𝗢𝗢𝗗 𝗧𝗢 𝗞𝗡𝗢𝗪

• Every tab is protected with no password so the formulas stay intact. Cells you type in are unlocked, and the README explains how to unprotect a tab to sort.
• Use Parent A and Parent B consistently. The split, reimbursements and charts rely on those labels.
• Sample dates follow today's date so the example always reads as current. Dates you type yourself never move.
• All amounts are in a single currency shown as dollars.
• This workbook does not send messages and does not share itself with anyone. If you share it, that is your choice, through your own account.

Digital download only. No physical item will be shipped.

This is a record-keeping tool, not legal advice, financial advice or tax advice. It is not a court document or an official accounting, and it does not replace a court order or a parenting plan. Always follow your own court order or parenting plan, and check with your attorney, mediator or court about which records they accept.

Designed by me, created using AI tools.

Personal use only. Do not resell or redistribute. Do not enter passwords, full account numbers, card details or bank credentials.

The Etsy listing is the final source for what is included. See it on Etsy.