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Holiday Gift and Spending Planner

Plan every gift, track your orders and cards, and know exactly where you stand before the holiday. Budget the whole season, not just the gifts.

Holiday Gift and Spending Planner dashboard sheet (dark theme, sample data)

What is inside

  • Gifts, people and budgets with live over or under checks
  • Budget for food, travel, decorations and more
  • Order tracker with arrival and return-deadline alerts
  • Card list, gift exchange draw, savings plan and January card payoff

Sheets in the workbook

  • Start Here
  • Dashboard
  • People
  • Gifts
  • Budget
  • Orders
  • Cards
  • Savings
  • +4 more

A look inside

Screenshots use the sample-filled copy. Your download also includes a blank copy.

Holiday Gift and Spending Planner people sheet (dark theme, sample data)Holiday Gift and Spending Planner costs sheet (dark theme, sample data)Holiday Gift and Spending Planner exchange sheet (dark theme, sample data)Holiday Gift and Spending Planner dashboard sheet (light theme, sample data)

A planning tool, not financial advice.

Questions

What do I get?

An instant download with the workbook in light and dark versions, a sample-filled copy so you can see it working, and a how-to guide. You pay once and there is no subscription.

Which apps does it work in?

Every template works in both Microsoft Excel and Google Sheets. To use one in Google Sheets, upload the file to Google Drive and open it with Sheets.

How do I get the file?

Right after checkout you land on a download page, and the same link is emailed to you.

Can I get a refund?

Digital downloads are all sales final once delivered. If a file is broken or missing, email us and we will replace it. See the Refund Policy.

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