Wedding Vendor Payment Tracker, Deposit and Balance Due Schedule with Budget vs Contract Dashboard

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Highlights

  • Party-Deko für Zusammenkünfte und Feste
  • Digitaler Download
  • Digitale(r) Dateityp(en): 1 ZIP
Leider konnten wir diesen Artikel nicht auf Deutsch übersetzen.

Know what you owe every wedding vendor, and when.
This spreadsheet is a money tracker for your wedding. Enter your vendor contracts with the deposit and balance, mark payments as paid, and see what is paid, what is still to pay, which payment is due next and whether each category is over your plan.

What you get
- 1 workbook (.xlsx), 5 tabs: Instructions, Settings, Budget, Vendors, Dashboard
- Settings: total budget, wedding date (optional), report date, due-soon window, 12 editable categories
- Budget: planned budget per category versus what your vendor contracts add up to; Over plan / Within plan; amount left to contract
- Vendors (up to 50): contract total, deposit amount and due date, balance due date, paid dates, extra paid; paid, still to pay, next due date and status (Paid, Open, Due soon, Overdue) fill in by themselves
- Dashboard: total budget, contracted, paid, still to pay, overdue and due-soon amounts, days to the wedding, the next 5 payments by due date and a chart by category
- Example data included (made up), delete it before real use
- 1-page Quick Start PDF (English)

How it works
Enter the paid date when you pay a deposit or a balance. The next due date is the deposit due date while the deposit is unpaid, then the balance due date. Status is measured against the report date in Settings: type a date or =TODAY().

Please note
- This is a money tracker only: no guest list, seating plan or timeline.
- Not modelled: costs without a vendor contract (enter them as a vendor row), several instalments with their own due dates (use the Extra paid column), multiple currencies, taxes and VAT of any kind.
- Built for Excel and opens in LibreOffice (recalculated there, no errors). Works in Excel and Google Sheets. No macros.
- Planning aid only. This is not financial, tax, accounting, legal or contract advice. Check your own contracts and figures.
- Microsoft Excel is a trademark of its owner. Size Run Studio is not affiliated with or endorsed by Microsoft.
- Digital download. Nothing is shipped. No refunds on digital files, but message the shop on Etsy if something does not work and we will help.
- Licence: for your own use. Do not resell, share or redistribute the files.

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