Christmas Gift Planner Spreadsheet, Holiday Budget Tracker
Price:$7.50
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Highlights
Plan every gift and keep your whole holiday on budget in one simple spreadsheet: who you're buying for, what you've bought, what's wrapped, and how much is left to spend.
WHAT IT DOES
- Gift List: everyone you're shopping for, with a group, a budget per person and whether their card is written or sent. Gifts, planned cost, spent, left and progress fill in automatically.
- Gift Tracker: every gift idea with where to buy it, estimated and actual cost. Move each gift from Idea to Planned, Bought, Wrapped and Given. Over-budget people are flagged in red.
- Budget vs Actual: gifts, food and hosting, travel, decor, cards and wrap, plus one more category you name. See budget, spent, left and % used, with a chart.
- Black Friday & Holiday Sales Price Watch: write the regular price and your target price, then the Black Friday and other holiday-sale prices you see. The best price and your savings calculate, and the row says "Buy now" when a price hits your target.
- Dashboard: total budget, spent, left and % used, gift progress, cards sent and price-watch savings, with 3 charts (gifts by status, budget vs spent by category, budget vs spent per person). The per-person chart shows the first 15 people on your Gift List.
- Quick Entry: a narrow, phone-friendly tab for the Google Sheets app. Log date, category, amount and a note while you shop; it feeds your budget automatically. Refunds work too (type a minus amount).
- Start Here tab with step-by-step instructions, and a Settings tab for your name, the year, categories and groups.
WHAT YOU GET
- Google Sheets version (link inside the PDF; click "Make a copy")
- Excel .xlsx file with filled-in SAMPLE data, so you can see how it works
- Excel .xlsx BLANK file, ready to use
- Start Here PDF with a 5-step quick start
GOOD TO KNOW
- Made for Microsoft Excel 2016 or newer / Microsoft 365 (Windows and Mac) and Google Sheets (free Google account; Quick Entry works in the phone app). Also opens in LibreOffice Calc. Not for Apple Numbers. US date and $ format.
- Yellow cells are for typing; grey cells are formulas and are protected (no password) so they don't break by accident.
- Room for 40 people, 200 gift ideas, 200 quick entries and 60 price-watch items. Start a fresh copy each year.
- Prices are in US dollars ($).
- This is a digital download. Nothing will be shipped.
Created with AI tools.
PROBLEMS, WRONG VERSION OR DUPLICATE ORDERS
Something not working? Message me through Etsy and I'll fix it, and if I can't, I'll refund your order in full. Bought the wrong version or the same item twice? Tell me within 14 days and I'll fix, swap or refund it.
LICENSE
For your own personal use. Please don't resell, share or redistribute the files.
Budget figures are for planning only, not financial advice.
Questions? Send me a message. I reply to first messages within 24 hours.
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