Caregiver Care Planner

CARING FOR A PARENT? KEEP EVERYTHING IN ONE PLACE. AND LOOK AFTER YOURSELF TOO.

The Caregiver Care Planner is a spreadsheet for Excel and Google Sheets. It keeps medicines, appointments, money, family tasks and your own wellbeing together, so you stop juggling notes, chats and memory.

Type once. The dashboard, the doctor page and the alerts update themselves.

WHAT’S INSIDE (12 tabs)

Dashboard: pick a month and see their month, your month and the money. Their days and your days sit side by side in two colour calendars, with mood and spending charts.

Daily Log: one row a day, about a minute. Their mood, pain, sleep, appetite, mobility, medicines taken and any fall or incident. Then your own mood, sleep, energy, hours of care and whether you got 30 minutes for yourself.

Medications: count your pills once. The planner estimates what is left, the date it runs out and when to refill. Medicines taken only when needed are never guessed: you get a reminder to recount them yourself.

Appointments: write your questions before the visit and what the doctor said after it. Past visits without a status are flagged for you.

Expenses: costs by category, who paid, and what is waiting to be paid back.

Care Team: who is helping, who has paid what versus the share you agreed, and a shared task list so the work is visible. Money from your parent’s own funds is shown separately.

Check-in: two minutes every 1-2 weeks, just for you. It uses the standard PHQ-2 and GAD-2 screening questions plus a care-load score, and gives you a kind note, never a lecture.

Heart & Mind: your limits, your break plan, your support list, a 10-minute self-care menu, a weekly question and a place to keep moments worth remembering.

Profile: conditions, allergies, emergency contacts, and what matters to them: what calms them, what frightens them, what a good day looks like. Plus an important-documents checklist and a home safety checklist, each with a progress score.

Doctor Visit: a one-page summary of the last 30 days, current medicines, conditions, allergies and your questions. Print it or save it as a PDF.

Start Here: set up in five steps, with everything explained.

WHY IT FEELS DIFFERENT
– It tracks YOU as well as your parent.
– A forgotten day never looks like a good day. Only days you log are counted.
– Yellow cells are for you. Grey cells are formulas and are protected, so you can’t break them by accident.
– Statuses use calm colours: mint is going well, amber means watch, coral needs attention.

HOW IT WORKS
1. Download the Excel file (.xlsx) right after purchase.
2. Open it in Excel, or upload it to Google Sheets.
3. Fill the yellow cells. Everything else calculates itself.

WORKS WITH
Microsoft Excel (2019, 2021, 365), Google Sheets, LibreOffice. Set it up on a computer. Daily logging also works in the Google Sheets app on a phone.

YOU WILL RECEIVE
– Caregiver Care Planner, ready to use
– A filled example so you can see it working [delete this line if you don’t include it]
– A Start Here guide inside the file

GOOD TO KNOW
– This is a digital download. Nothing is shipped.
– Your data stays in your own file. Nothing is sent anywhere.
– Pills left, days left and refill dates are estimates for record keeping, not dosing advice.
– This is a personal organising tool. It is not a medical device and does not give medical, legal or financial advice. The Check-in is a screening aid, not a diagnosis. If you ever feel you might hurt yourself, or you are in danger, contact your local emergency number or a crisis line right away.
– Because this is a digital product, refunds are not available. If something doesn’t work, message me and I’ll help.

Made for the people who show up every day. Thank you for caring.