Shanghai Settle-In Data Pack — 12 Editable Templates & Checklists

12 Editable Templates to Organize Your Shanghai Relocation

Relocating involves hundreds of tasks, decisions, and details. This data pack gives you 12 ready-to-use Excel templates to track everything — from pre-arrival checklists to monthly budgets, housing comparisons, school applications, and emergency contacts. Stop using scattered notes and spreadsheets — get organized in one place.

What's Inside (12 Templates)

1. Pre-Arrival Checklist: 14 essential tasks to complete before leaving for Shanghai (visa, flights, accommodation, documents, apps, pet prep)
2. First Week Checklist: 13 critical tasks for Days 1–7 (SIM card, Alipay, registration, banking, apartment viewings, school visits)
3. First Month Checklist: 15 tasks for Days 8–30 (lease, residence permit, utilities, school enrollment, healthcare, community integration)
4. Housing Comparison Table: 30 comparison criteria × 4 property options (rent, deposit, location, size, metro, schools, contract terms, and more)
5. School Application Tracker: Track 15 schools — curriculum, tuition, application status, tour dates, admission decisions, deadlines
6. Monthly Budget Template: 25 expense categories with auto-calculating SUM formulas (housing, utilities, food, transport, education, healthcare, savings)
7. Document & Visa Checklist: 20 essential documents with original/copy tracking (passports, marriage cert, birth cert, education, police clearance, medical)
8. Moving & Shipping Checklist: 18 tasks for international relocation (quotes, inventory, air vs sea freight, customs, insurance, delivery)
9. Utility Setup Checklist: 15 tasks for electricity, water, gas, internet, mobile, auto-pay setup
10. Healthcare Setup Checklist: 18 tasks for insurance, hospitals, clinics, pediatricians, dentists, pharmacies, emergency numbers
11. Emergency Contacts Template: 26 pre-filled and blank entries (120/110/119, embassy, hospitals, building management, school, work, family)
12. Useful Addresses Template: 26 categories to record your go-to places (home, work, school, hospital, supermarket, restaurant, cafe, gym, metro, bank)

Why You Need This

• Save time: Don't build spreadsheets from scratch — these are ready to use
• Stay organized: Everything in one file, 12 clearly labeled tabs
• Never miss a task: Comprehensive checklists based on real relocation experience
• Make better decisions: Housing comparison and budget templates help you evaluate options systematically
• Bilingual: All headers and labels in English + Traditional Chinese
• Fully editable: Add or remove rows, customize categories, adjust formulas

Product Details

• Format: Excel (.xlsx) — works with Microsoft Excel, Google Sheets, Apple Numbers, WPS
• Language: English / Bilingual (English + Traditional Chinese)
• Sheets: 12 tabs
• Features: Auto-calculating budget formulas, checkboxes, alternating row colors, brand styling
• Delivery: Instant digital download
• Refund Policy: Digital product — no refunds after delivery

Shanghai Atlas — Practical Tools for Your Shanghai Journey.