FREE · NO ACCOUNT NEEDED
Homeschool Portfolio Index
Organize a homeschool portfolio checklist by subject, sample date and external file reference. Flag missing references and export a printable work-sample index.
- 1Set up
- 2Add records
- 3Review & save
Set up your worksheet
Keep your actual samplesEnter file or folder references here. Actual work samples stay in your own files and need their own backup.
Your report
Enter your details and records, then calculate to review the results.
Save or download your work
Work stays in this page until you choose Save on this device. Device saves belong to this browser and can be removed by clearing browser data. JSON keeps an editable backup; CSV and PDF keep a report.
Homeschool Portfolio Index: complete guide
What you can do
- Subject-grouped work-sample records.
- Missing references and observations remain visible.
- Text references only, with no file upload required.
- Up to 100 editable rows, explicit device saving, JSON backup, CSV and browser PDF printing.
How to use this planner
- Use learner initials or a short label and describe the review period.
- Enter each subject, sample title and date.
- Add the actual external file/folder reference and a brief observation, or leave them blank to keep missing items visible.
- Check the referenced samples outside this worksheet, then export a portable index.
Inputs and units
| Field | Input rule |
|---|---|
| Learner label / initials | Required. Up to 160 characters. |
| Portfolio period label | Required. Up to 160 characters. |
| Review date | Required. Calendar date, 1900–2200. |
| Subject | Required. Up to 160 characters. |
| Work-sample title | Required. Up to 160 characters. |
| Work-sample date | Required. Calendar date, 1900–2200. |
| External file / folder reference | Optional. Up to 160 characters. |
| Learning observation | Optional. Up to 160 characters. |
How the result works
Count work-sample records and subjects (ignoring letter case and outer spaces). Group the report by subject, then date. A missing file reference is flagged separately from a missing observation. Work-sample dates after the review date are rejected.
Worked example with fictional data
A Science record with a title and sample date but no reference appears as “Missing reference.” Adding a folder path changes it to “Reference entered”; this still does not establish that the file exists or contains the sample.
Limits to keep in mind
This index stores text metadata only; it does not upload, copy or preserve actual work samples. A reference is marked present when text is entered, not when a file has been verified. Missing references or observations remain open review items. The index is not proof of legal compliance.
Review the result before acting
- Open the referenced document and check it is the sample described in the index.
- Keep a stable folder naming convention so later reviews can find the evidence.
- Use attendance and subject-hour records as separate context; a sample count is not an attendance total.
Save, restore and export
Add entry creates another record. Edit any field directly or use Remove entry to delete a row. Changing inputs clears the previous report so it cannot be mistaken for current results. Choose Calculate / review results again when your changes are ready.
Save on this device keeps an editable worksheet in this browser only. On a later visit in this browser, your saved worksheet loads automatically. Restore device save can also reload the last save after you confirm replacement. Saving drafts is allowed, but a report requires valid, complete inputs. Download backup creates a versioned JSON file for the same tool. Import backup shows the worksheet label and row count before replacing current work; it does not change the device save until you press Save.
Download CSV exports the settings, summary, row details and calculation notes. CSV is for spreadsheet review; it cannot restore this worksheet. Print / Save PDF recalculates the current entries and opens your browser’s print dialog. Choose Save as PDF where supported. The report excludes navigation, guides and product CTAs. Clear data removes the current worksheet and its device save after confirmation; keep a backup first if needed.
Use a personal browser for private records and keep important backups separately. Entered worksheet fields are not included in our planner-action analytics.
Frequently asked questions
Are my child’s work samples saved here?
No. Only the entered text index is saved. Keep the actual documents in your own folders and back them up separately.
Does this checklist meet every state’s requirements?
No. Requirements vary. Use your own applicable record-keeping guidance; the worksheet only organizes the records you enter.
Is it free, and can I move my work to another device?
All worksheet features are free without an account. Save on this device keeps data in this browser; use an editable JSON backup to transfer it. CSV and PDF are reports, not import files. There is no cloud sync or background monitoring.
Continue the planning workflow
WHEN YOU NEED A BROADER WORKFLOW
Digital Homeschool Planner
Explore the broader offline homeschool planning and record workflow. Read the guide and preview the product to check whether it fits your work. This free planner stays free; its JSON backup does not import into the paid application.