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Homeschool Planner Plus

by Mary Ann Kelley

Looking for our printable planner? It’s here.

Homeschool Planner Plus: Free Planner Download with Course Planner and Transcript FormsWhen I began homeschooling high school, I put together a simple spreadsheet to use to plan courses and keep track of credits needed for graduation. I gradually expanded that spreadsheet to a workbook that is a full digital planner for an individual homeschooled student.

This workbook also includes spreadsheets to create transcripts (this is how I created the transcripts that were submitted with my children’s college applications).

I’m sharing the result with you and would love to hear how you use it. ~ Mary Ann

Download for Excel »

Download for Open Office »

What this planner IS:

  • FREE!
  • Expandable to cover all years of a student’s schooling from elementary grades through high school
  • A solution for producing simple, clean transcripts and report cards
  • A solution for keeping track of assignments given and completed, including the amount of time spent
  • A solution for keeping attendance
  • Printable (be sure to set your print area to only the portion that you want to print)
  • Compatible with Excel 2003+ and Open Office

What this planner ISN’T:

  • A comprehensive solution that will keep all information for all students in one file (it is designed to be used one workbook per student)
  • A database planner like Homeschool Tracker Plus
  • Compatible with Excel reader (you must have the full version of Excel or plan to use the Open Office version)
  • Perfect. There are things that will need to be fixed and improved as the planner is used – we welcome your feedback for both error reports and suggestions.

Terms of Use: Our website, downloads (including this planner), and resources are offered without representation as to their fitness for any purpose, and without warranty of any kind, either express or implied, including without limitation the implied warranties of merchantability and fitness for a particular purpose. Your use of our website, e-books, and other downloads is your agreement to these terms. If you do not agree with these terms, please do not use our resources.

Notes and FAQs about Homeschool Planner Plus:

I want to edit the planner but it is password protected. Can I have the password?

Yes. The spreadsheet’s cells with formulas are locked to prevent unintentional changes to the formulas, which could cause incorrect calculations for GPA and credits earned. Unlock the pages at your own risk using the password letmein.

Will Homeschool Planner Plus calculate course grades based on the weight of different assignment types?

Yes. When you enter the course details for each course in Homeschool Planner Plus, you may customize the weight given to each type of assignment (homework, projects, tests, etc.). HPP will calculate the course grade from the weighted averages for the totals of each assignment type.

Will Homeschool Planner Plus calculate GPA and credits?

Yes. The planner is set up so that it will calculate a weighted GPA for the student based on the grade and weighting information entered into the spreadsheet. This means that in addition to calculating a standard GPA, Homeschool Planner Plus will also take into account the fact that AP and Honors classes carry weighted grades. HPP will account for half-year classes as well by weighting them as a half credit course.

I have Excel and the file says it cannot be opened because it is password protected. What is wrong?

If you have Excel, make sure you download the Excel version of the planner. The Open Office Version will work in Open Office but Excel seems to get confused when trying to open the Open Office version.

Why can’t I keep track of all of my children in the same workbook?

Because of the way the spreadsheets are interconnected, and just one child will have dozens of spreadsheets within their own workbook by the time they graduate, it is inefficient to have more than one student per workbook. If you need to keep track of everyone in one file, I recommend Homeschool Tracker Plus which is a much more complex and robust planner than Homeschool Planner Plus.

Why can’t I enter the courses once in the Course Planner and have them show up in Course Details?

The workbook is large and adding course detail sheets for every course that might be taken from elementary through high school would make it extremely unwieldy. By allowing you to duplicate the Course Details sheet only enough times for the courses that your child is actually taking, we can keep the file more manageable. For someone only using Homeschool Planner Plus for high school, there will only be 24-30 courses and therefore 24-30 Course Detail sheets. For someone using Homeschool Planner Plus starting in elementary school, there could easily be 100+ Course Detail sheets. That’s a lot of scrolling through tabs for someone who doesn’t need it.

If you would like to only enter the information once on the Course Planner page, simply create a Course Details page for each course your student is taking. In the Course Description box on the Course Details sheet, type in a plus sign (+) and navigate to the cell on the Course Planner sheet that contains the Course & Provider for that subject. Click on the cell and then click the “enter” button on your keyboard. The contents of that cell will now appear on your Course Details sheet for that course and will update if you update the information on the Course Planner page. If you do this, remember not to move information around on the Course Planner page or you will change the contents of the Course Description on the Course Details page.

Why isn’t there a calendar?

Since Homeschool Planner Plus is designed to be used for many years, it is better to use a hard copy of our printable monthly and yearly calendars.

Is there an easy way to enter dates when I am creating assignments?

[Update: This functionality now seems to be broken. It could be because Excel updates have changed something on my version of the software, but I’m not sure and won’t be doing any development on it to fix it. If it works for you with macros enabled, let me know.] If you have macros enabled on your copy of Excel, you will have the option to use a popup calendar when entering dates. The calendar can be called by right-clicking in a cell and choosing “Insert Date” or by using the “Insert Date” icon in the top menu of Excel 2007.

Why don’t the grades from each Course Details Page automatically transfer to the Transcript and Report Card sheets?

This is prevented for the same reason that you can’t enter the courses once in the Course Planner and have them show up in Course Details. In order to create a workbook that would have enough Course Details pages for every course a child might take, there would be an excessive number of tabs across the bottom (possibly hundreds of tabs). Once the numerical grade for each course is manually transferred to the appropriate cell on the Transcript or Report Card sheet, the formulas will automatically calculate the GPA for the student.


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  1. kristina McGuire

    WHAT variable to u put in for attendance?

    • A capital X would be fine if you are keeping track in the spreadsheet, or a checkmark if you are printing it off and using a paper copy.

      • I want to correct myself here – if you want the attendance to automatically tally for you the number of days for the year, you will need to put a 1 or a .5 in the box for the day.

  2. Angie

    My daughter is fixing to finish her sophmore year up at a private school! We are thinking of letting her finish her junior AND senior year at home! How do I figure up how many classes she needs to graduate early?

    • Hi Angie – Homeschooling is regulated by the state. I live in Virginia, and there are no set requirements for earning a high school degree for homeschoolers here. What we did was look at the colleges where the child might attend and see what their requirements are for high school. That gave us a good idea of how many credits to shoot for, and we designed a high school program to meet that number while including the expected number of credits in each subject area.

      Colleges won’t want to see a diploma, they will want to see a transcript and most of them will tell you on their websites what classes they want to see. If your child is not college bound, you have even more flexibility.

  3. Love this planner, but I was desperately hoping I could simply copy a sheet from one child’s book to the other (I have twins and a child one grade ahead of them, so MANY assignments for subjects like science and history are the same). I was able to copy the course details sheet successfully from one child’s book to another’s, but I can’t seem to edit the child’s name in the copied version. It’s not a huge deal right now because they’re in elementary school…but is there any way to change that cell for future reference? The information on the student information sheet is correct, just not the copied sheet. I tried unlocking that sheet so I could edit it, but that particular cell is still un-editable.

    Thanks for your work in putting this together!

    • Hi Betsy – I haven’t tried to do that, but the cell gets its info from the info page. Are you trying to do your other child’s page in a separate workbook or the same workbook? Either way, you can edit the cells to pull info from elsewhere by unlocking them. As noted above the password to unlock the protection is letmein.

      • Betsy

        Thanks for your response! I have a separate workbook for each child and filled in the appropriate child info in each book. And when I tried the password listed above, it let me edit the formula cells, but still not the student name one on the sheet I copied from one book to the other. I’ll keep playing around with it. Thanks again.

        • Hi Betsy – I was able to get this to work in the following way:

          1- Copy the course page from Child 1 into the workbook for Child 2 by right-clicking the tab, choosing Move or Copy, and choosing Child 2’s workbook from the dropdown.

          2- Unlock the sheet in Child 2’s workbook using the password letmein.

          3- Place your cursor in the cell where Child 1’s name appears on the unlocked sheet. You should see something in the address bar that looks like a reference to the info sheet in Child 1’s workbook. Click the + sign on your keyboard, the without clicking anything else on that sheet, navigate to the student info sheet in Child 2’s workbook.

          4- Click the cell that contains Child 2’s name and then hit enter on your keyboard.

          5- Navigate back to the course tab in Child 2’s workbook. You should now see Child 2’s name on the course page as the student.

          6- Repeat for each sheet copied from Child 1’s workbook to Child 2’s workbook.

          Let me know if this works for you. Basically that cell is pulling the student’s name from the Student Info sheet in the workbook that the sheet was copied from (in this case, Child 1’s workbook), and that doesn’t change when you move the sheet to a new workbook. You have to manually tell each sheet to reference the cell on the Student Info page in the new workbook.

  4. JO

    Hi…This may seem like a silly question but what is the difference between the sheets: Report Card 10pt Scale and Report Card 10pt +/- Scale?

    • The 10 pt. scale is strictly 4.0, 3.0, 2.0, etc. when calculating the GPA:
      90-100 = 4.0
      80 – 89 = 3.0
      The 10 pt. +/- scale adds in adjustments for A+, A-, B+, B-, etc. so that instead of everything from 90-100 being a 4.0, you show variations within the letter grade:
      90 = 4.0
      95 = 4.25
      100 = 4.50

      It allows for showing a more accurate reflection of a student’s grades in the calculated GPA.

  5. Judy Spady

    I’ve set everything up in the spreadsheet for my Son who is a Freshman this year and all of the credit hours were calculating, etc…but now, for some reason, it is showing #REF! in the cell for ‘Total Cumulative Credits’. I have checked all of the cells for the credit hours and there is nothing in them other than 1’s so why is it doing this? Thanks~!! It’s a great resource! 😉

    • Hi Judy – Have you unlocked the locked cells? I can’t replicate this, but I’ll email you and if you want to send me a copy of your spreadsheet I’ll take a look at it.

    • I was able to figure this out for Judy and wanted to post it here in case anyone else runs into the issue. The problem that she ran into with the #REF! on the High School Course Planner sheet was due to deleting the Middle School Course Planner sheet. Since some kids take courses for high school credit in 8th grade, those carry over from the 8th grade block on the Middle School Course Planner to the cumulative credits on the High School Course Planner.

      Not all 8th grade courses will have a credit, but things like Algebra and Foreign Language will count towards total graduation credits. To solve the problem the file can be unlocked with the password letmein to change the formula to remove the reference to the Middle School sheet, or you can download a fresh copy and add the middle school sheet back to your current file (have both files open and right click the Middle School tab on the clean file and chose Move and then select your customized file from the dropdown list to move the sheet to the other file).

  6. Resa

    This was exactly what I was looking for before creating it all on my own. Thank you so much for sharing it with the homeschool community…such a blessing!!

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