Holiday Gift Budget Planner Excel — A gift budget per person, saved month by month, so December is a list you already funded instead of a bill you meet in January. Built for anyone who wants the whole picture on one…
About this template
Holiday Gift Budget Planner Excel — A gift budget per person, saved month by month, so December is a list you already funded instead of a bill you meet in January. Built for anyone who wants the whole picture on one page: what the goal is, what is actually there, and which line is quietly falling behind — without accounting software or a subscription app. If one line is underfunded, this workbook shows it while there is still time to fix it.
$24
Excel & Google Sheets template — instant download on Etsy
Gift Planner — Every gift line: budget, saved so far, remaining, percent saved, monthly set-aside, and months to goal — by formula except the yellow inputs.
Savings and Purchases Log — Every deposit and early purchase January-October: date, gift line, description, amount, and account, with running total and share of total by formula.
Monthly Plan — Month by month: planned saving, actual saving and purchases from the log by formula, the difference, and cumulative planned vs actual.
Category Summary — Gift lines grouped by group (family, friends, work): counts, budgets, saved, remaining, and percent saved — all by formula.
Dashboard — Total gift budget, total saved, remaining, percent saved, monthly set-asides, and the best and worst funded gift lines.
Cover and How to Use — start here. Yellow cells are the only ones you edit.
Quick profit check — Holiday Gift Budget Planner Excel
Try the headline numbers for a typical month. The full template does this job by job with a monthly P&L and dashboard.
Frequently asked questions
What does the Holiday Gift Budget Planner Excel track?
The Holiday Gift Budget Planner Excel tracks Gift Planner; Savings and Purchases Log; Monthly Plan; Category Summary; Dashboard.
What do the example numbers show?
The included example shows: Target 2,775; current 1,685; remaining 1,090; 60.7 percent complete overall.
Does it work in Excel and Google Sheets?
Yes. The workbook works in Microsoft Excel and in Google Sheets (upload the .xlsx file to Google Drive to open it in Sheets). It is an instant digital download from Etsy — no physical item is shipped.