Paperwork & planning
Caregiving budget: what to track from day 1
Tracking a few basics early can prevent nasty surprises later. This page gives you a simple list to start with.
Quick checklist
- Track the top 5 recurring costs (meds, supplies, rides, home help, meals).
- Track mileage/time for caregiving tasks (useful for planning and family coordination).
- Keep receipts and a simple log (date, item, purpose).
- Revisit monthly and adjust.
Simple tracking categories
- Medical: copays, prescriptions, supplies (gloves, pads).
- Home: safety equipment, repairs, cleaning help.
- Transportation: rides, parking, mileage.
- Food: meal delivery, supplements.
- Paid help: aides, respite, adult day programs.
Keep these documents together
- Insurance cards, benefit letters, receipts, and a running contact list.
- Authorization forms and a medication list.