Plan the funeral, and see exactly what is still to pay.
The Funeral Planner keeps the service, the gathering and the funeral director in one calm workbook. Track every cost, who paid it, and what is left to spend against your budget.
✓ One-off payment ✓ Instant download ✓ Excel for Windows & Mac
| Financial summary | Amount ($) |
|---|---|
| Total funeral costs | 6,960.00 |
| Already paid | 1,700.00 |
| Still to pay | 5,260.00 |
| Budget target (enter your limit) | 8,000.00 |
| Left to spend | 1,040.00 |
Funerals bring a lot of decisions and bills, all at once
Too much to decide
Venue, celebrant, music, flowers and the order of service, often in a few days.
Bills from every direction
The funeral director, fees and notices arrive at different times, from different people.
Who has paid what?
Without a record, it is hard to know what is still owed and what the estate or a plan will cover.
Set the plan once. Log each cost as it arrives.
Plan the service
Record the date, time, venue, celebrant, music and flowers, with the funeral director’s services.
Log every cost
Add each bill when it arrives and mark it paid when it’s settled, including costs a plan or insurance covers.
See what’s left
The summary shows what is still to pay and what is left to spend against your budget.
Every bill, and who paid it
Add each cost once. Choose who paid it, and the totals by category update for you.
- Personally, from the estate, a funeral plan, insurance or other
- Mark costs paid when they are settled
- Tip at the top of every section
| Description | Paid by | Amount ($) | Status |
|---|---|---|---|
| Deposit | Funeral plan | 1,040.00 | Paid |
| Final bill | Personally | 4,910.00 | Invoice received |
| Death certificate copies | From estate | 75.00 | Paid |
| Newspaper notice | Personally | 180.00 | Paid |
The service, the gathering and the guest list
Enter the service date and time once. They appear in the ceremony details, and the guest counts are added up for you.
- Venue, celebrant, music and flowers
- Gathering, catering and timings
- Guest list with what each person needs
| Details | Entry |
|---|---|
| Service date | Oct 27, 2026 |
| Service time | 11:00 AM |
| People attending the service | 3 |
| People attending the gathering | 2 |
| Checklist steps done | 11% |
Know what is left to spend
Set your budget and the planner shows what is still to pay and how much room you have left.
- Budget target you can change
- Still to pay, updated as you add costs
- Cost chart by category
| Item | Amount ($) |
|---|---|
| Total funeral costs | 6,960.00 |
| Already paid | 1,700.00 |
| Still to pay | 5,260.00 |
| Budget target (enter your limit) | 8,000.00 |
| Left to spend | 1,040.00 |
For anyone arranging a funeral, from the first call to the last guest
Arranging it yourself
Work through the decisions in order, and keep the costs in one place.
Sharing the job
Let several family members see the plan, the costs and who has paid what.
Keeping to a budget
Set a limit and see what is left before you agree to each extra.
Save with the bundle
The Estate and Funeral Bundle includes the Estate Organiser, the Funeral Planner and the Executor Organiser. It’s $29.99, which saves about $15 on buying them separately.
Everything you get
- Service date and time, linked to the ceremony details
- Guests and checklist progress
- Costs by who paid, with a cost chart
- Wishes and plans: faith, music, readings and flowers
- Notices, funeral director and burial or cremation sheets
- Ceremony, gathering and memorial sheets
- Budget target and what is left to spend
- Currency and wording you can choose, plus a fictional example file
One-off payment. Yours to keep.
Get instant access $14.99Secure checkout by Payhip · Card or PayPal
Download link emailed straight away
Hi, I’m Lee
I run Sheet Leveller on YouTube, where I make quick, no-nonsense Excel tutorials.
The Funeral Planner is built the same way: simple formulas, clear tips, and totals that add themselves up.
Questions
Do I need to connect my bank?
No. You type in what you spend, or paste it from your statement. Nothing is linked to your accounts.
Can I track costs paid by a funeral plan or insurance?
Yes. Choose the plan or insurance as the payer. Those costs are not counted as still to pay once they are marked paid.
Can I change the currency?
Yes. Choose your currency and wording on the Welcome sheet.
Does it use macros?
No. It’s a normal .xlsx file, so there are no security warnings and nothing to enable.
Which version of Excel do I need?
Excel 2016, Microsoft 365 or a more recent version. It is an Excel file, not a Google Sheets file.
Is this a subscription?
No. You pay once and the file is yours to keep.
Plan the service with the costs under control.
The service, the gathering and every bill, in one Excel file.
Get the planner $14.99Important: This is an organiser to help you record information. It is not legal, tax or financial advice, and it does not replace advice from your funeral director, a solicitor or an accountant. Funeral wishes and plans may not be legally binding.
Digital download. No physical item will be shipped. All sales are final, except where the file is defective.