Holiday Gift & Spending Planner (Excel + Printable PDF)

Plan your holiday gifts and spending in one place, so December doesn't surprise your bank account.

The Holiday Gift & Spending Planner is an Excel workbook that helps you set a holiday budget, track gifts for each person, log what you spend, and plan how much to set aside each payday.

What's inside

• Start Here: step-by-step setup guide
• Dashboard: total budget, spent, left to spend, and a chart of planned vs. spent by category
• Budget: set a total and split it across 8 categories (you can rename them)
• Gift List: up to 40 people with gift ideas, budget, status, and amount spent
• Spending Log: up to 400 purchases, with refunds handled
• Save Plan: see how much to set aside each payday before your shopping deadline
• Checklist: holiday to-dos with due dates

What you get

• A blank planner (.xlsx) to fill in with your own numbers
• A filled-in example so you can see how it works
• A printable PDF version of the blank planner

Good to know

• This is a planning and tracking tool. It does not connect to your bank and is not financial or legal advice.
• Results depend on the numbers you enter. No savings or income results are promised.
• Made to open in Microsoft Excel on a computer.

Digital download, delivered by email right after checkout as a ZIP file. No physical item is shipped.

All sales are final on digital files. Contact us if you have any trouble opening your files.