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I confessed to my Facebook fans yesterday that I use an Excel spreadsheet to budget for and monitor holiday expenses. Some were horrified that I was even talking about the holidays when it’s only September, but others confessed they also used spreadsheets–and several asked to me to post the my version so they could check it out.

So, you can find it here. It certainly isn’t slick, but you may find it helpful. The first section helps you not only plan and budget for gifts, but allows you to keep track of what you’ve acquired and where you’ve hidden it.

There are sections for holiday decorating, entertaining and travel as well. The numbers included are just placeholders–you can replace them with your own.

You can also add extra lines (if you have more gift recipients, for example). As long as you do so above the lines that have “total” in them (gift total, decor total, etc.), your new line and its numbers should be included in the totals.

I’d love to hear if you think this will be helpful and if you have any suggestions for additions or improvements. Thanks!

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Categories : Liz's Blog

3 Comments

1

Your spreadsheet is definitely helpful as a tool to plan for the coming Holidays and see what the bottom line financial impact looks like. Also good to use as a check-off tool to track those you have found presents for that are already sitting in the closet. Being a little hyper-organized, I start a checklist early in the year – basically triggered by that first gift I buy for someone on the list. Then I start putting down ideas for gifts for the rest – brainstorming a bit – and will check those gifts off if and when I make the purchase. Ideally, I have everything wrapped by the end of November so December can be enjoyed and not stressful with efforts to find last minute gifts among the shopping masses.

2

That’s terrific! I hope to do the same.

3

[...] I am happy with a simple list to keep track of my efforts. If you are more of a spreadsheet person, you may want to take a look at what Liz Weston shares in “Geek out with me: the holiday planning spreadsheet” . [...]