Wedding Vendor Tracker Spreadsheet, Payments, Compare Quotes, 15 Tabs (Excel, Google Sheets Digital Download)

WHAT IT IS
Wedding Vendor Tracker & Payments is a wedding vendor spreadsheet for Microsoft Excel and Google Sheets. Its 15 tabs keep every vendor, quote, deposit, payment plan, balance and due date in one place, flag payments that are overdue or due soon, and give you a one-column view for your iPhone.

BY THE FIGURES
- 60 vendors
- 4 dated payments per vendor, on top of the deposit
- 60 dated payments listed by date, and a month-by-month view of 24 months
- 12 quote categories x 5 quotes, with a value score out of 100
- 7 contract points per vendor
- 10 vendor types x 10 questions, and the answers of 3 vendors per type
- 11 services in the tipping guide
- 40 deliverable rows
- 6 live charts
- $, €, £ or your own symbol, plus a home currency at your own rate

WHAT'S INCLUDED
One ZIP file:
- Read Me First (PDF, 3 pages): where to start.
- Folder "1 - Microsoft Excel": BLANK (your tracker, empty), FILLED EXAMPLE (a sample wedding with 44 vendors, 16 booked) and FILLED EXAMPLE 2 - Large Wedding (46 vendors, 20 booked).
- Folder "Color variants": the BLANK in Sage, Teal, Plum and Charcoal (the main BLANK is navy and gold).
- Folder "2 - Google Sheets": a one-page PDF with two links that copy the BLANK and the FILLED EXAMPLE into your own Google Drive.
Plus the Buyer Guide (PDF, 36 pages) as a separate download: every tab, 3 sample weddings and a FAQ.

YOUR 15 TABS
Start Here, On the go, Vendors, Payment Plan, Quote Comparison, Payment Calendar, Contracts & Contacts, Vendor Card, Vendor Questions, Vendor Interviews, Tipping Guide, Day-of Vendor Sheet, Deliverables & Deadlines, Vendor Charts, Instructions.

FEATURES
- Vendors: up to 60 vendors with service, contact, quote, deposit, balance (worked out for you), due date, status and notes. An ALERT column flags Overdue, Due in 30 days, Not chosen and Pick a quote. Live panels: booked, still to book, total quoted, paid so far, balances due, follow-ups, next payment, largest balance and how much is at risk.
- Payment Plan: split each vendor's balance into up to 4 dated payments on top of the deposit and tick each one as paid. PAY STATUS shows Paid, Partial, Unpaid or Overdue for every vendor, with counters.
- Quote Comparison: 12 categories with up to 5 quotes each: price, deposit, terms, what is included and your 1-5 rating. A VALUE SCORE out of 100 and a verdict: cheapest, best rated, best value and your ★ chosen vendor.
- Payment Calendar: every unpaid payment by date (up to 60), with status and days left, a month-by-month view and 2 charts.
- Contracts & Contacts: phone, email and website for each vendor and a 7-point contract checklist (signed, hours, payments, cancellation, extras, insurance, setup) with a DONE x/7 count.
- Vendor Card: pick a vendor and print a one-page summary with contact, money, next due date and contract checklist.
- Vendor Questions: 10 vendor types with 10 questions each, ✓ Yes / ○ No boxes and an "x of 10 asked" count, plus 8 questions to ask every vendor and 6 red flags.
- Vendor Interviews: for each of the 10 vendor types, write the answers of up to 3 vendors side by side, see "x of 10 answered" for each one and mark your ★ pick. JUMP TO A TYPE at the top shows, for all 10 types, who you wrote down, how many answers you have and your ★ pick.
- Tipping Guide: 11 services (including Officiant and Delivery & setup crew) with the usual range, whether a tip is EXPECTED, WHEN to give it, and suggested low and high amounts: from your bill for 9 services, a flat $50-100 for the Officiant and $5-20 per person for the Delivery & setup crew. It also tells you whether your tip is below, in or above range.
- Day-of Vendor Sheet: your booked vendors in order of arrival, with day-of contact, setup, what to pay and the tip, cash totals and ARRIVED / PAID / TIPPED boxes. Prints on 2 pages.
- Deliverables & Deadlines: 40 rows for what each vendor must send or confirm, with date, status and Overdue / Due in 14 days alerts.
- Vendor Charts: 4 live charts (spend by service, paid vs still to pay, payments due by month, vendors by status). With the 2 on Payment Calendar, 6 charts in all.
- On the go: a one-column view that fills the width of an iPhone held upright: countdown, total quoted, paid and still to pay, your next 5 payments (overdue first), bookings, pay status and the next 5 deliverables.
- Instructions: a feature finder with links to every part of the tracker, a 10-step workflow and 12 "I want to..." guides.
- Currency: pick $, €, £ or type your own symbol (up to 4 characters). HOME CURRENCY: add a second currency with your own rate and see your totals converted.
- Checks as you type: an amount, date or rating outside its range turns red and stays out of the totals; a row with no vendor name turns amber.

COMPATIBILITY
- Microsoft Excel on Windows or Mac. Read Me First gives the minimum version.
- The Excel app on iPhone and iPad: the tracker opens and you can edit it. Use the On the go tab on your phone; the wide tabs are easier on a computer or iPad.
- Google Sheets, in a web browser, with a free Google account. The Google Sheets links copy the BLANK and the FILLED EXAMPLE; FILLED EXAMPLE 2 and the color variants are Excel files.
- No macros. The Excel files work offline; Google Sheets needs an internet connection.

IN GOOGLE SHEETS
The formulas, drop-downs and alerts are the same as in Excel. What is different: protected cells show a warning instead of blocking you, fonts and the zoom of each tab differ slightly, and print settings (paper, print area, repeated headers) are chosen when you print.

HOW YOU GET IT
This is an instant digital download. After purchase, go to your Etsy Purchases page and download the files. Unzip the ZIP and start with Read Me First. For Excel, your trackers are in the folder 1 - Microsoft Excel and the 4 extra colors in Color variants. For Google Sheets, open the PDF in 2 - Google Sheets and use its two links. Nothing is shipped.

FAQ
Which programs does it work in?
Microsoft Excel on a computer, the Excel app on iPhone and iPad, and Google Sheets (with a free Google account).
Can I use it on my phone or tablet?
Yes, in the Excel app on iPhone and iPad. The On the go tab is made for an iPhone held upright; the wide tabs are easier on a computer or iPad.
How many vendors can I track?
Up to 60 (the large sample wedding has 46).
Can I split a balance into several payments?
Yes. Payment Plan takes up to 4 dated payments per vendor on top of the deposit.
How many quotes can I compare?
Up to 5 per category in Quote Comparison, across 12 categories.
Does changing the currency convert my amounts?
No. The currency symbol changes only the symbol. HOME CURRENCY shows your totals in a second currency, using the rate you type.
Can I edit it?
Yes. You type in the cells marked with a pencil. Calculated cells are protected with no password, and sorting and filtering are turned off on purpose so your formulas stay linked to the right rows.
Does it print?
Yes. In Excel it is set up for US Letter; in Google Sheets you choose the print settings when you print. Dates are in English.
How do I get help?
We usually reply within a few hours, 7 days a week. Message us on Etsy or email hello [!at] plannful.com.

PART OF THE PLANNFUL WEDDING COLLECTION
This tracker is part of the Plannful Wedding Collection. It goes deeper on vendors and payments, with its own 15 tabs, and works on its own.

PLANNFUL
Explore the Plannful Wedding Collection in our Etsy shop.
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SUPPORT
We usually reply within a few hours, 7 days a week. Message us on Etsy or email hello [!at] plannful.com.
Step-by-step video tutorials on YouTube: the full walkthrough and a short video for every tab. Link: https://www.youtube.com/playlist?list=PLUfzOAChLMf0
Because this is a digital download, returns and cancellations are not accepted. If there is a problem with your order, message us on Etsy and we will help.