The Ultimate Christmas Gift Planning, Budgeting, and Tracking Spreadsheet | Excel | Google Sheets

Greetings and welcome to Officehabit! If you’ve been following us on social media, you’ve probably seen our recent posts about saving and budgeting for Christmas. To assist you in organizing your Christmas preparations and staying within your gift budget, we have created a complimentary Christmas Gifts Planner, Budgeter, and Tracker. You can easily download it from our blog, linked in the description box below.

In this post, we will guide you through the features and functionality of our Christmas Gift Planner, Budgeter, and Tracker.

Christmas Gift Budget Worksheet

The first worksheet in this spreadsheet serves as an instructional guide on how to use it. However, in this post tutorial, we will provide a step-by-step walkthrough. There are two essential points to keep in mind when using this spreadsheet. Firstly, you only need to input data into the gray field cells, as the clear cells will automatically populate. Secondly, hovering your mouse cursor over a heading will display an explanation of the purpose of the corresponding cell or column. For example, hovering over the “Giftee” heading reveals a note that instructs you to enter the name of the recipient, with the reminder that a gift can only be entered once in the budget table.

Now, in the “Xmas Gift Budget” worksheet, I will record the recipients and their respective budgets. Let’s start with my mom, with a budget of £100. Next, I’ll list my dad, also with a budget of £100. Lastly, I will mention my grandma, with a budget of £100 as well. As a result, the clear cells have automatically populated. For instance, the “Total Budgeted” cell now displays £300, which is the sum of the budgets for all the recipients. The “Total Spent” cell still shows zero pounds, and the “Total Budgeted versus Total Spent” cell now reflects £300.

Now, we can proceed to record the gift details in the “Xmas Gift Details” worksheet under the “Giftee” column.

Christmas Gift Details Worksheet

You have two options when entering the name of your recipient: you can either type it manually or select it from the dropdown menu below. In this case, I will select “Mom.” Her gift is perfume, with a price of £50. The “Purchase” column is crucial because the gift’s price will only be included in the total spent if “Yes” is selected from the dropdown menu. So, I will choose “Yes.” The purchase date is October 10, 2020.

Next, we can indicate whether the gift has been wrapped. I will select “No” since it’s still early. The “Notes” column allows you to add any additional useful information. I will note that the gift was purchased from John Lewis. I will then proceed to enter the remaining gift details. The next gift is also for Mom, and it’s a scarf priced at £50. I will select “Yes” for purchased and leave the other fields blank. The following gift is for Dad, a coat costing £120, and it has been purchased (“Yes”). Lastly, the gift for Grandma is a chair, priced at £70, and it has also been purchased (“Yes”).

Now, let’s go to the “Xmas Gift Budget” worksheet to review our spending against our budget. We can observe that we budgeted £100 for Mom, and we spent exactly £100, resulting in a budget versus amount spent of £0. For Dad, our budget was £100, but we spent £120, resulting in a budget versus amount spent of -£20 (displayed in red to indicate that we exceeded the budget). For Grandma, our budget was £100, and we spent £70, resulting in a budget versus amount spent of £30.

In the overview table, we can see that our total budgeted versus total spent is £10. Therefore, despite overspending on Dad, we are still within our overall budget. The underspending on Grandma offset the overspending on Dad. We hope you found this tutorial helpful.

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