Reconcile client-period hours, valid carry-in, delivered work and final carry-out using your existing retainer rules.

One row per client and period. Calculates currently usable hours remaining, overage and final carry-out. Valid carry-in is consumed first, unused carry-in expires and current-period hours roll only up to the cap.

The five-page packet guides the working process. The five-page completed example shows a fictional case; the two-page Quick Start explains setup and workbook rules. The workbook includes a blank Live sheet, a separate fictional Example sheet and a Guide sheet, with 40 prepared input rows.

Exactly five files in one ZIP:

01 Editable packet.docx

02 Print packet.pdf

03 Tracker.xlsx

04 Fictional completed example.pdf

05 Quick Start.pdf

Editable DOCX and XLSX files. The three PDFs are static, not interactive forms. Intended for desktop Microsoft Word and Excel; other apps may change layout, dropdowns or formulas. No software is included. This is a downloadable template kit, not hosted software or an online service.

Use only when these consumption and expiry rules match your agreement. It does not approve overage, create invoices or change contractual terms.