Record Keeping: My First Time

Welcome back to Making Everyday Magic! My name is Shanna, and if you’re new here, we are a homeschooling family of four. We’re wrapping up—or by the time you see this, we will have wrapped up—our seventh year of homeschooling, and we are prepping, planning, and getting ready for our eighth year. This year, we’ve hit a new milestone: our first year of middle school. So things are getting serious! It is time to start record keeping and this is my first time!

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Record Keeping My First Time


Why Record Keeping Now?

As I mentioned, this was our first year of middle school, with a second and sixth grader for the 2023-2024 school year. We are located in Texas, where homeschool oversight is minimal. Other than a few required subjects, there is no mandated testing, record keeping, minimum days, minimum hours, check-ins, portfolios, or letters of intent. As far as the Texas educational program is concerned, my children don’t exist in their records.

While I have my own feelings about this lack of oversight, that’s a discussion for another day. For now, I’m focusing on how I’ve finally started tracking our homeschooling activities. Yes, you heard that right—I’m actually doing it! I’ve talked about tracking in every update and video for years, but I never got around to it.


My Struggle with Perfectionism

The main reason I struggled with tracking is that perfection is the enemy of progress. I attempted to start with little checkboxes on my Timberdoodle schedule, but it didn’t last. I had good intentions, but they didn’t amount to much. Finally, I created a tracking system that works for me, and I’m so proud.


Introducing My Tracking Template

I’ve made a tracking template in Canva, which I’m excited to show you in the video linked down below. I’m not yet sure how I’ll share it—maybe a free version, a paid template, or both. If you’re interested, you can usually find my printables linked in the description box of the video, in my monthly newsletters, or here on my website.

For now, let me show you how I’ve been using this template. I’ve created multiple colors because not everyone likes the same color. It’s a bit like a portfolio and memory keeper, with space for pictures and all the essential information.


Record Keeping My First Time


How I Use the Template

Step 1: Filling in the Courses

I started by listing the courses and their descriptions. I found this information from various resources like Timberdoodle, Math U See, and Khan Academy. I copied the relevant course descriptions and pasted them into the template.

Step 2: Customizing the Template

Next, I formatted the template to fit my needs. This included adjusting text boxes, adding pictures, and ensuring all information was clear and organized.

Step 3: Recording Grades and Credits

At the bottom of the template, there’s space for recording final grades and credits given. This setup will help me track progress annually and keep everything organized for future reference.



Why This System Works for Me

Creating this template has been a game-changer. It helps me stay organized, track our homeschooling activities efficiently, and ensures that I have all the necessary information for potential transcripts. Plus, it’s pretty and customizable, which makes the process more enjoyable.

Record Keeping My First Time


I hope you found this post helpful, entertaining, or informative. If you’ve done a lot of tracking and planning and think my system could be improved, please keep in mind that this is my first time. I’m really proud of it and believe it has all the information I need for now. Thank you for your kindness and support!

Be sure to subscribe to our monthly newsletter to be an insider and to follow along with our days over on Instagram @makingeverydaymagic.

Bye, guys!

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