• Title slide for the Event Planner Ledger — “Expense Ledger” set over illustrated event planner objects on a desk. Expenses, mileage, and tax-ready reporting — with the categories you actually use.
  • A laptop open to the Dashboard of a event planner Expense Ledger in Google Sheets, with the headline “Log it the moment it happens. The sheet sorts, totals, and keeps it tax-ready”. Google Form on your phone. Expense lands in your sheet.
  • Typographic slide, no screenshot: “Without a record, those deductions quietly slip away” — about the event planner costs that go unrecorded, and the deductions that go with them.
  • A phone held in one hand showing the expense entry form: date, merchant, amount, category, payment method. This is where a event planner expense gets logged, in the moment.
  • Illustration of someone logging an expense on their phone away from the desk, captioned with real event planner moments: At the venue, fronting the deposit. Paying the day-of crew. Right after the tasting wraps.
  • The expense form on a phone beside the Transactions tab it feeds: a event planner purchase submitted on the form appears as a new row in the Expense Ledger, already sorted. Log an entry — your totals update automatically.
  • Close on the form’s receipt field — photograph the receipt as you log the purchase and it stays attached to that entry, so a event planner record and its proof never come apart.
  • The Tax Summary tab on a laptop, every event planner expense already sitting on its Schedule C line. Each expense maps to its Schedule C line automatically — your Tax Summary is tax-ready from the very first entry.
  • The Transactions tab showing one real day of event planner spending — a decor restock, a day-of coordinator, a venue site visit — each logged in the moment, each a deduction you’ve earned.
  • Full-width view of the Expense Ledger Dashboard tab: spending by category, budget progress, recent expenses, tax-deduction totals, insights — a event planner business, whole, on one tab.
  • The Expense Ledger’s Budget tab, with a figure set against each event planner category — supplies & decor, rentals & equipment, and equipment & staging — and the Dashboard flagging overspend as it happens.
  • The Expense Ledger Dashboard’s projection panel, reading this year’s event planner deduction forward from the pace so far. Your full-year deduction, projected from your pace.
  • Two exported cards side by side — Tax Summary and Transactions — sent from the Expense Ledger’s custom Ledger & Light menu. A event planner year, ready to hand over.
  • The sheet’s tabs fanned out — Dashboard, Setup, Budgets, Transactions, Tax Summary, Expense Form — plus the phone form that feeds them. Everything a event planner ledger is made of, in one view.
  • The same event planner Expense Ledger Dashboard shown three times in Sahara, Caribbean, or Pearl — the color choice made once, during setup.
  • The Expense Ledger’s Setup tab on a laptop, walking a event planner owner through first-time setup step by step. A setup guide, a workflow card, and an email walkthrough. Set it up once. Then log each expense in the moment — for good.
  • Phone and sheet together — however many people are logging, every event planner entry reaches one Expense Ledger. Log it in the moment, from your phone — the sorting takes care of itself.
  • Two panels comparing where a event planner ledger starts against the wider Ledger & Light range. Data carries across — nothing is re-typed, nothing is lost.
  • Closing slide, captioned receipt photos attached, one central ledger, yours to keep. Every event planner expense lands with its receipt attached, in one ledger that stays in your own Drive.
  • Title slide for the Event Planner Ledger — “Expense Ledger” set over illustrated event planner objects on a desk. Expenses, mileage, and tax-ready reporting — with the categories you actually use.
  • Product video
  • A laptop open to the Dashboard of a event planner Expense Ledger in Google Sheets, with the headline “Log it the moment it happens. The sheet sorts, totals, and keeps it tax-ready”. Google Form on your phone. Expense lands in your sheet.
  • Typographic slide, no screenshot: “Without a record, those deductions quietly slip away” — about the event planner costs that go unrecorded, and the deductions that go with them.
  • A phone held in one hand showing the expense entry form: date, merchant, amount, category, payment method. This is where a event planner expense gets logged, in the moment.
  • Illustration of someone logging an expense on their phone away from the desk, captioned with real event planner moments: At the venue, fronting the deposit. Paying the day-of crew. Right after the tasting wraps.
  • The expense form on a phone beside the Transactions tab it feeds: a event planner purchase submitted on the form appears as a new row in the Expense Ledger, already sorted. Log an entry — your totals update automatically.
  • Close on the form’s receipt field — photograph the receipt as you log the purchase and it stays attached to that entry, so a event planner record and its proof never come apart.
  • The Tax Summary tab on a laptop, every event planner expense already sitting on its Schedule C line. Each expense maps to its Schedule C line automatically — your Tax Summary is tax-ready from the very first entry.
  • The Transactions tab showing one real day of event planner spending — a decor restock, a day-of coordinator, a venue site visit — each logged in the moment, each a deduction you’ve earned.
  • Full-width view of the Expense Ledger Dashboard tab: spending by category, budget progress, recent expenses, tax-deduction totals, insights — a event planner business, whole, on one tab.
  • The Expense Ledger’s Budget tab, with a figure set against each event planner category — supplies & decor, rentals & equipment, and equipment & staging — and the Dashboard flagging overspend as it happens.
  • The Expense Ledger Dashboard’s projection panel, reading this year’s event planner deduction forward from the pace so far. Your full-year deduction, projected from your pace.
  • Two exported cards side by side — Tax Summary and Transactions — sent from the Expense Ledger’s custom Ledger & Light menu. A event planner year, ready to hand over.
  • The sheet’s tabs fanned out — Dashboard, Setup, Budgets, Transactions, Tax Summary, Expense Form — plus the phone form that feeds them. Everything a event planner ledger is made of, in one view.
  • The same event planner Expense Ledger Dashboard shown three times in Sahara, Caribbean, or Pearl — the color choice made once, during setup.
  • The Expense Ledger’s Setup tab on a laptop, walking a event planner owner through first-time setup step by step. A setup guide, a workflow card, and an email walkthrough. Set it up once. Then log each expense in the moment — for good.
  • Phone and sheet together — however many people are logging, every event planner entry reaches one Expense Ledger. Log it in the moment, from your phone — the sorting takes care of itself.
  • Two panels comparing where a event planner ledger starts against the wider Ledger & Light range. Data carries across — nothing is re-typed, nothing is lost.
  • Closing slide, captioned receipt photos attached, one central ledger, yours to keep. Every event planner expense lands with its receipt attached, in one ledger that stays in your own Drive.
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Event Planner Expense Ledger | Schedule C Tax Spreadsheet (Google Sheets Template)

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  • Digital file type(s): 1 PDF
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Title slide for the Event Planner Ledger — “Expense Ledger” set over illustrated event planner objects on a desk. Expenses, mileage, and tax-ready reporting — with the categories you actually use.

Form to sheet: log it in-the-moment on a Google Form on your phone, and the entry lands organized in your Google Sheet. No app, no re-typing. That's how every Ledger & Light tool works.

Deposits go out months before the doors open. A venue holds its date, a rental company holds the tents and chairs, the day-of crew gets booked, the florals get ordered — and some of that money is yours to deduct while some of it comes back from the client.

Your Expense Ledger gathers every one of those costs in one place. Open the linked Expense Form on your phone, fill it in when the money goes out, and the entry lands in your sheet on its own — sorted, totaled, and ready for tax season.

Built for the way event planners actually spend: venue and vendor deposits, tent, table, chair and AV rentals, decor and consumable supplies, day-of coordinators and setup crew, event insurance and permits, planning software, and the client costs you front and get paid back for.

Sorting the costs your business absorbs from the ones a client pays back gets simpler when every cost is logged in-the-moment.

✓ WHAT YOU GET:
• Your Expense Ledger for Google Sheets — a private copy link arrives with your instant Etsy download
• A setup instruction PDF, delivered the moment you check out
• A mobile-friendly Expense Form that opens in any browser — no app to install
• A short email tips sequence to walk you through setup

✓ KEY FEATURES:
• IRS Schedule C categories built for event planner work — no tax-code knowledge needed
• Tent, table, chair, and AV rentals sit on Line 20a rent or lease, your day-of coordinators and setup crew on Line 11 contract labor, decor and consumables on Line 22 supplies, and event insurance on Line 15 — the line is picked the moment you log, and a reimbursed cost nets itself back out so your deduction total reflects only what your business truly bore
• Tax Summary tab that totals your deductions by category on its own
• Sample entries that show a full year of organized event planner records at a glance
• Budget tab with planned vs. actual spending side by side, updated live
• Dashboard with a month-by-month view of your spending against your budget
• Receipt photo upload you add to the Expense Form once from the setup guide — snap a photo and attach it when you have the receipt

✓ HOW IT WORKS:
1. Check out and download your instruction PDF from Etsy right away
2. Open your Expense Ledger from the link inside, then Make a Copy into your own Drive
3. Follow the guide, bookmark the Expense Form on your phone, and log costs as they happen

✓ PERFECT FOR:
• Wedding and event planners logging venue deposits, rentals, and day-of staff against every event
• Independent planners who front vendor costs for clients and want the reimbursed ones netted back out
• Corporate and gala planners capturing decor, AV, permits, and insurance in one place
• Self-employed planners who file Schedule C and want the season's records already in order

I designed this ledger myself — the category logic, the Schedule C mapping, the formulas, the dashboard, and the mobile forms are all my own work, shaped by how an event planner really spends.

Your instruction PDF is available immediately after purchase — no waiting, no shipping.

These tools help you stay organized. I'm not a CPA and nothing here is tax advice — your accountant has the final word.

The spreadsheet system, formulas, and tax categories are my own original design; AI tools assisted with the decorative illustrations.

  • Item type
    Digital download
  • Digital file type(s)
    1 PDF
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Listed on Aug 2, 2026
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