The new homeowner checklist

Closing day hands you a building, not a manual. This is the order we'd do it in: the safety and shutoff work in week one, the systems and paperwork in month one, then the rhythm that keeps year one from turning into a repair bill.

Week one

Month one

Year one, by category

Systems

  • HVAC serviced twice — cooling in spring, heating in fall
  • Filters changed every 60–90 days
  • Water softener salt and any whole-house filter cartridges
  • Sump pump tested before the wet season

Exterior

  • Gutters cleared spring and fall
  • Hose bibs drained and covered before the first freeze
  • Caulk and weatherstripping checked at doors and windows
  • Trees trimmed back from the roof and service lines

Safety

  • Detector batteries replaced annually, units replaced at 10 years
  • Fire extinguisher on every floor, gauge checked
  • Dryer vent cleaned annually
  • Chimney inspected before burning season

Paperwork

  • Homeowners insurance re-shopped at renewal
  • Property tax assessment reviewed — appeal windows are short
  • Mortgage escrow statement checked for payment changes
  • Warranty registrations filed for new appliances

What to buy before you need it

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Frequently asked questions

What should a new homeowner do first?

Change every exterior lock, test the smoke and CO detectors, and find the water main, gas shutoff, and breaker panel. Those three take an afternoon and cover the failures that cost the most.

How much should I budget for home maintenance each year?

A common planning rule is 1% to 4% of the home's value per year, or roughly $1 per square foot. Newer homes trend toward the low end; homes over 25 years old trend high.

What maintenance is easiest to forget in the first year?

Furnace filters, dryer vent cleaning, water heater flushing, gutter clearing, and re-shopping your homeowners insurance at renewal. None of them announce themselves until something breaks.

Do I need a home warranty?

It can help if your major appliances and HVAC are aging and you have no repair fund yet. If your systems are newer, setting aside the same money each month usually goes further.

Related guides

Let the calendar remember year one for you.

Answer a few questions about your house, climate, and yard, and LyfeMinder spaces these tasks across the year — with the supplies linked the week you need them.

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