Excel template · Instant download

Christmas sorted, and on budget.

Every gift, every person and every dollar in one place. Set a budget for each person, track gifts from idea to wrapped, and watch the countdown to the big day. No macros.

Get the planner $7.99

✓ One-off payment   ✓ Instant download   ✓ Excel for Windows & Mac

Lee from Sheet Leveller
Made by Lee at Sheet Leveller, whose tutorials have been watched 6.3 million times on YouTube.
Christmas-Gift-and-Budget-Planner.xlsx
87days to Christmas
ForGiftCostStatus
MomCashmere scarf$58.00Wrapped
MomPhoto book$45.00Ordered
DadSmart watch band$32.99Bought
DadBBQ tool set$70.00Idea
LilyLEGO set$74.99Wrapped
NoahPajamas$22.00Given
GrandmaSlippers$27.00Bought
Start HereDashboardPeopleGiftsOther CostsCards
Sound familiar?

Christmas creeps up (and so does the spending)

🎁

Who have I got something for?

Gifts bought in October, a few more in November, and by December nobody remembers who’s still missing.

💳

January bank statement shock

A little here and a little there adds up fast when nothing is written down.

📦

Where’s that order?

Online orders arriving late is the last thing you need the week before Christmas.

How it works

Add your people. Track every gift.

  1. Set your budget

    One total for Christmas, plus a budget for each person you’re buying for.

  2. Add gift ideas

    Pick who each gift is for, then move it along: Idea, Ordered, Bought, Wrapped, Given.

  3. Watch the dashboard

    See the countdown, what you’ve spent, what’s left, gift progress and deliveries to watch.

Budget per person

See who’s over budget straight away

Give everyone a budget. As you add gifts, the planner shows what you’ve spent on each person and what’s left, and anyone who’s gone over is tinted red.

  • Spent and left for every person
  • Spent-of-budget bars
  • Budget vs spent by group: family, kids, friends, work
People
NameBudgetSpentLeftSpent of budget
Mom$120$103.00$17.0086%
Dad$120$32.99$87.0127%
Mike (brother)$45$49.50-$4.50110%
Lily$150$109.99$40.0173%
Emma$35$28.50$6.5081%
Gift tracking

From idea to under the tree

Every gift has a status: Idea, Ordered, Bought, Wrapped or Given. Ideas count towards your plan, and once you order or buy something it counts as spent.

  • Colour-coded status drop-downs
  • Actual cost if you paid more or less than planned
  • Room for 300 gifts
Gift status
StatusGiftsCost
Idea8$245
Ordered3$130
Bought3$120
Wrapped4$199
Given2$57
Total20$751
Countdown and dashboard

Everything on one page

The dashboard counts down the days to Christmas and adds up your budget, spending and plan. Ordered gifts with an arriving date are flagged Late if they haven’t turned up.

  • Countdown to 25 December
  • Deliveries to watch, with late warnings
  • Food, decorations and card list included
Dashboard
87days to go
BUDGET$1,500
SPENT$594
LEFT$906
PLANNED$1,139
GiftForArrivingDelivery
HoodieMike27 SepLate
Art kitLily02 OctOn its way
Photo bookMom05 OctOn its way
Who it’s for

For whoever does Christmas in your house

Big families

Parents, kids, grandparents and cousins, each with their own budget and gift list.

Budget-conscious shoppers

A clear total for Christmas, so January doesn’t come as a shock.

Early planners

Start adding ideas in the fall and tick them off as the sales come round.

Everything you get

  • Budget per person and by group
  • Gift list with 5 colour-coded statuses
  • Delivery tracking with late warnings
  • Other costs: food, decorations, wrapping, cards and travel
  • Christmas card list: sent and received
  • Dashboard with countdown, spent, left and planned
  • Budget vs spent chart by group
  • Works for any year: the countdown updates itself
  • Start Here guide and example gifts
Christmas Gift & Budget Planner
$7.99

One-off payment. Yours to keep.

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Lee from Sheet Leveller

Hi, I’m Lee

I run Sheet Leveller on YouTube, where I make quick, no-nonsense Excel tutorials.

This planner uses the colour-coded drop-downs and budget formulas from my tutorials to take the stress out of Christmas shopping, and you can use it again every year.

6.3Mtutorial views
11,900+YouTube subscribers
500tutorials

Questions

Can I use it again next year?

Yes. The year and countdown update themselves. Save a copy, clear the gifts and start again.

What’s the difference between planned and spent?

Ideas count towards your plan, but not what you’ve spent. Once a gift is Ordered, Bought, Wrapped or Given it counts as spent.

Can I change the groups?

Yes. Rename or add groups on the Settings tab and the drop-downs update.

Does it include things other than gifts?

Yes. There’s a tab for food, decorations, wrapping, cards, travel and events, each with its own budget.

Does it use macros?

No. It’s a normal .xlsx file, so there are no security warnings and nothing to enable.

Which versions of Excel does it work with?

Microsoft 365, Excel 2010 or later on Windows, and Excel for Mac. It’s built for Microsoft Excel.

Is this a subscription?

No. You pay once and the file is yours to keep.

This year, know exactly where the money went.

Gifts, budgets, deliveries and the countdown, all in one simple spreadsheet.

Get the planner $7.99

Not ready yet? Try the free Christmas Gift List.

Christmas Gift & Budget PlannerInstant Excel download
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