The Holiday Planner Spreadsheet is perfect for Christmas and Hanukkah, but you can also use it to track charitable giving over the year, plan a wedding registry, even plan 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.
Read detailed instructions in the How To Use the Holiday Gift Planner post in the Tiller Money Community.
How to Install the Holiday Gift Planner Spreadsheet
The Holiday Gift Planner Spreadsheet is installed via the free Tiller Labs Add-on for Google Sheets. The add-on also includes over a dozen other templates and tools.
Tiller Labs tools and templates work best with spreadsheets powered by Tiller Money. (And by the way, a Tiller Money subscription is a great gift for everyone on your list.)
Here’s a link to a view-only version of the spreadsheet if you want to check it out.