Holiday Gift Planner Spreadsheet

Plan your holiday gift-giving and track your actual spending per recipient with this clever spreadsheet.

About the Holiday Gift Planner Spreadsheet

Perfect for planning your holiday giving, this spreadsheet template is also great for tracking charitable giving over the year, planning a wedding registry, even planning school shopping for a large family.

The Gift Planner Template includes several sections:

  • A budget where you set your total projected holiday budget.
  • A list of recipients with targets for how much you want to spend on them.
  • A per-recipient gift list with each item’s price and status (wrapped, shipped, etc).
  • A per-recipient tracker showing how much you’ve spent so far, and what you have left.

How the Holiday Gift Planner Template Works

The Holiday Gift Planner Spreadsheet is designed for Google Sheets powered by Tiller Money.

Tiller automatically imports your daily credit and debit card transactions into Google Sheets. As you buy gifts, those transactions will appear in your transaction history sheet.

As you tag each gift transaction with the gift recipient’s name, the total spent on them will auto-update in the “Spent” column of the Gift Planner. You can also see how much is left for each person in the “Budget Available” column.

Notable Replies

  1. Avatar for jono jono says:

    Hi @bonominijl,
    I think you might not be setting up the sheet correctly.

    You say you ‘added a new category for “Vacation”’. But the Holiday Gift Planner doesn’t use the categories at all. It just uses Tags.

    In the Transactions sheet, use the Tag column to track holiday purchases. The tag column keyword that you use use match the recipient name in Column A of the Holiday Gift Planner.

    Give this a try and perhaps re-read the instructions above. Let us know if that solves the issue.

    Best,
    Jon

  2. We’ve closed this topic for replies. If you have a question or need help first search the community to see if someone has already asked and if not click here to quickly post a question about this template in the Get Help > Spreadsheet templates category.

    Be sure to customize the title of your post with keywords about the issue or question so others can easily find the Q&A in search.

  3. Avatar for jono jono says:

    An update was made to the Holiday Gift Planner to fix the formula for the Total Spent.

    The update, version 1.02, is now available in the Tiller Community Solutions add-on.

Continue the discussion at community.tillerhq.com

1 more reply

Participants

How to install this template

Start your free Tiller trial, set up your Foundation Template, then install this template with the free Tiller Community Solutions add-on for Google Sheets.

Tiller Community Solutions FAQ

Start Your Free Trial

Try Tiller free and track all your accounts in one place, always know where your money goes, and confidently plan your financial future.