Holiday Budget & Gift Planner: preview (mockup)
Available now

Excel + Google Sheets + Printable PDF

Holiday Budget & Gift Planner

Plan the whole holiday season before it plans you. Set one total, split it into categories, and track every gift by person, so December stays merry and January doesn't sting.

$3.99

Buy on our site checks out through Payhip; the files download right after purchase.

Features

  • Season total split into 12 categories
  • Gift list by person with budgets
  • Bought / wrapped / given check-offs
  • Gift spending flows into the budget
  • Black Friday & Cyber Monday list
  • Meal, hosting + card list printables

How it works

  1. Type the total you can spend this season.
  2. Split it into categories (gifts, food, travel, decor and more).
  3. List gifts by person with a budget; check off bought, wrapped, and given.
  4. Gift spending updates the budget automatically.

What you get

  • KM-Holiday-Budget-Gift-Planner.xlsx: Budget, Gift List, and Black Friday/Cyber Monday tabs with an Instructions tab, filled-in Example tabs, and blank 'My' tabs
  • 5 printable pages in US Letter and A4: budget, gift list, stocking stuffers + deals list, meal & hosting plan, card list
  • 1-page How-to PDF with your Google Sheets copy link

Details

FormatsExcel + Google Sheets + Printable PDF
Printable pages5 (US Letter and A4)

Good to know

  • Instant digital download. No physical item will be shipped.
  • Works with Microsoft Excel (desktop) and Google Sheets (free Google account). No macros. Formula cells are locked (no password).
  • Colors may look slightly different on your screen and printer.
  • For personal use only. Please don't resell or share the files.

Pairs with our Savings Goals & Sinking Funds Tracker and the book Fund This First (on Amazon). Start a holiday sinking fund in January and next year is already paid for.

Refunds

These are instant digital downloads, so all sales are final. If a file won't open or is damaged, email service@kmfinancialgroups.com within 30 days and we'll send a replacement or refund your purchase.

Related book

Educational tool only, not financial, tax, legal, or investment advice. Example numbers are made up; your results will vary.

Designed by K&M Financial Publishing Group using digital design tools, including AI-assisted drafting; every design is reviewed and approved by us.

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