Travel Money Planner (Excel)

Plan the budget, save for the trip, track spending abroad and split costs with your group.

The Travel Money Planner is an Excel workbook that keeps your whole trip budget in one place, before you go and while you are there.

What's inside

• Trip Setup: destination, dates, travelers, your home and destination currencies and the exchange rate you choose
• Budget: 12 categories with an estimate for each, plus an optional cushion
• Expenses: log up to 500 purchases with date, category, amount, currency and who paid
• Daily Tracker: see if you are within your daily allowance (up to 30 trip days)
• Savings Plan: pick how often you save and see how much to set aside each time
• Group Split: see who owes whom (up to 8 travelers, costs divided equally)
• Packing and Itinerary pages
• Summary and Checks tabs that show everything at a glance

What you get

• A blank planner (.xlsx) to fill in with your own trip
• A filled-in example trip so you can see how it works

Good to know

• You type your own exchange rate. The workbook never connects to the internet or your bank.
• Group Split divides shared costs equally. It does not handle uneven splits.
• Sheets are protected without a password so formulas are not changed by accident.
• This is a planning and tracking tool. It is not financial, tax or legal advice, and it does not promise any result.
• Made to open in Microsoft Excel on a computer. Google Sheets is not supported.

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.