About this template
Renovation Budget & ROT Cost Control 2026/2027 – Excel, Word and PDF
Are you planning to renovate your kitchen, bathroom, or entire home? Consolidate renovation costs in one place, compare quotes in a structured manner, and track every invoice against your budget. This editable package is designed for private individuals, homeowners, and condo owners who need better control over materials, contractors, invoices, expenses, and potential ROT tax deductions.
What's included in the package
5 delivery files in a ZIP, with 3 editable files and 2 read-only versions:
| File | Format | Content |
|---|---|---|
| Renovation budget and ROT control | Excel (.xlsx) | Five sheets with calculations and follow-up |
| Project documentation for renovation | Word (.docx) + PDF | Project details, approved budget, control points, additional work, and signing |
| Detailed Swedish user guide | Word (.docx) + PDF | Instructions, workflow, ROT limitations, common mistakes, and sources |
Smart Excel sheets for the entire renovation
- Overview: automatic compilation of gross budget, estimated ROT, net budget, invoices, and variances.
- Budget: 100 cost lines with unique IDs, room, category, supplier, planned amount, and formula-driven results from invoices.
- Invoices: 200 invoice lines with payment status, date, labor portion, and ROT as stated on the invoice.
- Quotes: 100 quote lines for comparing labor, materials, and other costs including VAT.
- Read me: instructions, calculation principles, and key sources.
By assigning the same work package a unique cost ID in both the budget and invoices, you can track multiple partial invoices against the correct budget item. The tool is designed for Swedish Kronor (SEK) and Swedish home renovations.
How to use the renovation budget
- Gather planned work and quotes; divide the renovation into cost items.
- Enter a unique ID and gross budget including VAT for each task in the Budget sheet.
- Compare received quotes in the Quotes sheet and document what is included.
- Register invoices under the same cost ID in the Invoices sheet, and specify any invoiced ROT.
- Monitor net results, variances, and payment status in the Overview; save decision documentation and contracts separately.
ROT 2026 and 2027 – what applies?
According to the Swedish Tax Agency's guidance for 2026, it is generally 30 percent of the approved labor cost including VAT, with a maximum ROT amount of 50,000 SEK per person per tax year. Materials and travel are not included in the basis. The right depends on housing type, scope of work, payment, contractor terms, and the individual's tax situation. A temporary increase during parts of 2025 should not be confused with the general 2026 rules.
For work or payments during 2027, the conditions applicable at that time must be checked separately. The Excel template therefore has manual fields for estimated and invoiced deductions rather than automatically promising a specific tax outcome.
If you hire contractors: document whether the price is fixed, approximate, or based on time and materials, and how additional work is ordered. With an approximate price, the Swedish Consumer Agency's guidelines generally apply a limit of 15 percent overrun unless otherwise agreed; there are situations where the assessment is more complex.
Who is this package for?
For those renovating a house, townhouse, summer cottage, or condominium and wanting to create a kitchen budget, bathroom budget, or combined cost estimate. The product is more housing- and consumer-oriented than a traditional corporate project budget.
Risks and common mistakes
- Comparing quotes with different scopes as if they covered the same work.
- Mixing amounts before and after VAT or deducting ROT twice.
- Forgetting additional work, transport, demolition, and contingency reserves.
- Assuming all renovation costs are ROT-eligible.
- Treating this budget as if it were a legally binding construction contract.
Frequently Asked Questions
Can I use the template for bathroom and kitchen renovations?
Yes. All renovation steps can be organized by room, task, and supplier.
Does Excel automatically calculate the invoice result?
Yes. Invoices are linked to budget items via cost ID and totaled automatically.
Does the template calculate if I am entitled to ROT?
No. It distinguishes between preliminary estimation and ROT as stated on the invoice. Tax eligibility must be checked separately.
Is a contract with the contractor included?
No. An editable project and decision document is included, but a separate construction contract may be needed.
Is an English version included?
No. The product is intentionally designed in Swedish for Swedish private individuals and Swedish ROT conditions.
Format, delivery, and sources
File formats: XLSX, DOCX, PDF. Language: Swedish. Version: 1.0. Source check: 2026-10-12. A ZIP file contains five files; the PDF files are searchable and the Word files are editable.
Government sources: Skatteverket – Vad räknas som rotarbete?, Skatteverket – Villkor för ROT and Konsumentverket – Anlita hantverkare.
Disclaimer: The documents are provided as editable examples and administrative tools. Adjust and verify details against your contracts and current rules. Seek expert help for complex construction projects and tax issues.
