Travel Planning excel spreadsheets itinerary month week budget organizer spending to do list before we leave insurance transfer car rental

Travel Planning excel spreadsheets itinerary month week budget organizer spending to do list before we leave insurance transfer car rental

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Materials

Digital download, Excel file, Google docs, spreadsheet, fully customisable, Your personal use only

Description

Organize everything for your vacation in the one place!

This excel spreadsheet includes tabs for:

1. Handy info reference page
2. To do list (includes a column to put who is responsible if planning a trip with others)
3. Budget (can compare actual versus budget and categorise into accommodation, transport, food etc.)
4. Attractions (and their cost)
5. Itinerary by Month
6. Itinerary by Week
7. Flight Comparison
8. Accommodation Comparison
9. Car Rental Comparison
10. Transfer comparison
11. Tour comparisons
12. Travel insurance
13. Spending Tracker
14. Before We Leave Checklist
15. Packing List
16. Outfit Planner

The spreadsheets can be used for any / every domestic and international trip!

Use a few spreadsheets or use them all - it's up to you.

Works out less than $1 per spreadsheet!
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Tips

- Instant download - start using it straight away!
- Excel file format (can also be used in Google Docs)
- I color each destination. You can filter by color (or by the destination) if you're planning a big multi-destination holiday.
- Enter the first date on the itinerary and the rest will automatically add (you don't need to do it manually)
- Can be used for any type of travel - solo travel, family etc.
- Purchase once and re-used again and again for all your trips!
- Add your own text and delete any text that's not relevant to you
- Use a few spreadsheets or use them all - it's up to you
- Double left click in the bottom corner and the cells will automatically expand to suit your text i.e. write as much as you want
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Video walkthrough and a closer look at the spreadsheets: https://www.youtube.com/watch?v=7Yc3h3ICem0

Examples of how I've used each of these spreadsheets in this post from my blog: https://bit.ly/2Tu9JCr
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SPREADSHEET FEATURES
- Simple, clean, non-gender specific design
- Formulas automatically calculate
- Tips and examples are in the spreadsheets to help guide you/recommended use (hover your mouse over cells that have a red triangle in the corner)
- You can type over the pre-filled categories & add extra lines to customise the spreadsheets to suit your needs
- Also included is an 8 page guide with instructions & tips on how to use Microsoft Excel
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>>> ABOUT EACH SPREADSHEET <<<

1. HANDY INFO
I find this overview page helpful as a catch all for that random info that doesn't really have a place e.g. the dates we're leaving, how much annual leave each person has and what dates (if coordinating multiple schedules), what currencies are needed etc.

2. TO DO LIST
I included a column to put who is responsible for planning what. I color code by country e.g. yellow = Finland.

This spreadsheet is specifically for things to book, research or check. I created a separate spreadsheet with things to do before we leave e.g. convert currencies, print itinerary, apply for visa etc.

3. BUDGET
There are pre-filled expenses (and space to add your own) for:

- Transport
- Accommodation
- Food
- Insurance
- Pre-trip
- Tours & attractions
- Souvenirs
- Contingency

4. ATTRACTIONS
While researching what attractions I want to go to, I also record the cost (rather than wasting time going back to check). By recording the cost I can also check if I'm over or under-budget. The attractions list is different to the tours list. The tours spreadsheet I use for half day and full day organized trips, the attractions list is things like boat cruises, paid viewpoints, museums etc.

This spreadsheet is also useful for working out whether a city pass / discount cards are worth the money.

5. ITINERARY BY MONTH
See your entire holiday in front of you - a great overview page.

Excel makes it easy to rearrange things too - just cut and paste.

6. ITINERARY BY WEEK
Plan each day in more detail with space for morning, afternoon and evening (as well as lunch and dinner). Enter the first date and the spreadsheet will automatically populate the rest of the dates. You can also put the city or country (ideal for multi-destination trips!)

7. FLIGHT COMPARISON
compare flight times and flight prices in the one convenient place to make decision making quick and easy.

8. ACCOMMODATION COMPARISON
There's lots of info to keep track of when comparing accommodation options (which ones had free wifi, parking etc.), especially if you're going to multiple destinations. It'd be impossible to remember them all. I enter in about 3 - 4 hotel options in each destination (color coded of course!) and then can compare. Once I've chosen and booked the hotel, I delete the others from the spreadsheet (you could also hide the cells if you want backup options / something goes wrong once you get there and the hotel has overbooked etc.)

9. CAR RENTAL COMPARISON
Compare not only the cost but also excess, if it's cheaper to drop off at a certain time, insurance etc.

10. TRANSFER COMPARISON
Keep track of all your transport (also great for budgeting):
- To and from airports
- Day trips e.g. train
- Bus transfers between cities
- Number of underground trips e.g. how much to pre-load on an Oyster card in London
- Compare the cost of buying one off tickets versus a 24 hour pass
- Etc.

I've found this really helpful for comparing whether it's more cost effective to get the train and do a day trip ourselves instead of joining an organized tour.

11. TOUR COMPARISONS
I use these for day trips. Viator (not sponsored) is my go to for day trips. It gives me ideas of what's popular and I also use it to compare whether it's cheaper to get there myself (e.g. train) or if I should take a bus.

12. TRAVEL INSURANCE
No 2 insurance policies are the same. Keep track of limits and what's covered (and not covered) - then easily compare. makes the research process much quicker.

13. SPENDING TRACKER
If you're traveling by yourself, use these to record your spending as you go. I.e. stop trying to piece together receipts and bank statements when you get back (especially if you're traveling for work)

Traveling with friends or family? Don't worry about trying to split the bill at dinner - record who paid for what in the spending tracker

14. BEFORE WE LEAVE CHECKLIST
Can be used for your solo trips or if you're travelling with others there's a column to allocate who is responsible.

15. PACKING LIST
Pre-filled but with space to add your own. Conveniently categorised into:
- Documents to Take
- Essentials
- Clothes
- Toiletries
- Miscellaneous
- Kids

16. OUTFIT PLANNER
Record the high and low temperature, as well as the usual number of days rain during the month you're visiting each destination. Now you have a good idea what weather to pack for.

>>> Works out less than $1 per spreadsheet!
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TERMS OF USE/USER AGREEMENT

I am unfortunately unable to provide after sales advice/troubleshooting on how to use Microsoft Excel or Google Docs. Basic excel skills are required. If you convo me requesting assistance I unfortunately will not be able to answer due to time constraints. There are no refunds under any circumstances, including if you do not have basic excel skills.

I accept no responsibility for errors that may be made in this spreadsheet. I am not accountant – I have created these spreadsheets based on my years of experience running an Etsy shop and online business. You are responsible for ensuring values are correct. I recommend that you carefully check you have entered the correct vales and have not over-ridden formulas prior to using the information for taxes and financial reporting, and consultant an accountant if required.

These templates are strictly for your personal use only. They are © All About Planners – you may not modify, reproduce or alter the templates, share with others or sell in original and/or modified format. I will not hesitate to proceed with legal action for violation of these terms of use.

By purchasing you accept and agree to the above terms of use.
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PLEASE READ

>>>> Software requirements

- These spreadsheets were made in Excel 2016
- They should also work with earlier and later versions of Excel although I cannot guarantee this
- They will work in numbers on a MAC
- They will work in Google Sheet which is free online: https://www.google.com/sheets/about/

I am not responsible if you are using a different software program and the files do not work. There are no refunds if these files will not work with your PC/laptop, or if you do not have basic excel skills and have problems formatting and/or using the spreadsheets.

The spreadsheets are intending for using on your computer or laptop (digital files to be used digitally).

Most instant download items (and all sets) come in zipped folders. Please ensure your computer can open zipped folders.

The watermarks will NOT appear on your copy.

Colours may vary depending on your monitor and printer.

There are no refunds on digital items.
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DOWNLOADING THE FILES
Please note that this is a digital product and no physical product will be sent.

Files will be available for INSTANT DOWNLOAD after payment has cleared - please check your Etsy registered email address for an automatic email containing the link to the download page. If you have changed email addresses or cannot locate the email which may go to your spam/junk folder, instructions for accessing the download page are included in the 'notes from seller' on your order receipt.
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CUSTOMER REVIEWS

'a bunch of great resources for planning travel, group trips, etc. thanks!'
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(c) AllAboutTheHouse http://www.etsy.com/shop/AllAboutTheHouse
Digital scrapbooking store: https://www.etsy.com/au/shop/PaperCravings
Online store: http://www.allaboutthehouseprintables.com.au/
Blog: www.allaboutthehouseprintablesblog.com

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Rachael

Rachael

Owner of AllAboutPlannersShop

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2,055 shop reviews 4.5 out of 5 stars

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willbraveheart 29 Mar, 2020

4 out of 5 stars
a bunch of great resources for planning travel, group trips, etc. thanks!

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Ann King 29 May, 2020

5 out of 5 stars
These templates are simple, easy to use, and absolutely perfect for making a book for the family of your favorite recipes!

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Laura lea Tapp 24 May, 2020

5 out of 5 stars
She is awesome as always!! I couldn’t ask for the best products!

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