Excel template · Instant download

Plan the trip. Split the costs.

Budget, bookings, a day-by-day itinerary, spending in any currency, a packing list and a countdown. Plus exactly who owes who when you get home. No macros.

Get the planner $9.99

✓ 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.
Vacation-Planner.xlsx
Countdown71 days to goBudget left$3,202Per day$356Still to pay$2,122
DateTimePlanBooked?
Fri, Dec 115:45 PMFlight to LisbonYes
Sat, Dec 129:30 AMLand, check in to the apartmentYes
Sat, Dec 127:30 PMDinner in Bairro AltoNo need
Sun, Dec 138:30 AMSintra day tourYes
Mon, Dec 148:00 PMFado nightNot yet
Start HereDashboardTripItineraryBookingsSpendingBudgetSplit CostsPacking
Sound familiar?

Trip planning ends up everywhere

📧

Confirmations in 20 emails

Digging for the apartment code at the airport, on roaming data.

💶

Euros, dollars, who knows

Half the costs in another currency, so nobody knows what the trip really cost.

🤝

“So who owes what?”

The awkward group chat after the trip, with screenshots of card statements.

How it works

One file for the whole trip

  1. Add the basics

    Where, when, who’s going, the local currency and your budget.

  2. Add bookings and plans

    Flights, stays and tours with confirmation numbers, then your day-by-day plans.

  3. Track and settle up

    Log spending in any currency. It tells you what’s left per day, and who pays who at the end.

Split costs

Who pays who, worked out for you

Mark a cost as shared and it’s split evenly between everyone going. The planner works out each person’s fair share and the fewest payments to settle up. Personal costs stay personal.

  • Up to 6 travelers
  • Fewest payments to settle up
  • Updates as deposits are paid
Split Costs
3 payments to settle up: Sam, Jordan and Riley each pay Alex.
TravelerPaid for the groupFair shareResult
Alex$2,743.13$839.89Gets back $1,903.24
Sam$326.09$839.89Owes $513.80
Jordan$186.00$839.89Owes $653.89
Riley$104.35$839.89Owes $735.54
Bookings

Every confirmation in one place

Flights, stays, trains and tours with confirmation numbers, what’s paid, what’s still to pay and when free cancellation ends. Costs in local money are turned into dollars.

  • Any currency, at your rate
  • Still to pay and who paid
  • Cancellation deadlines on the Dashboard
Bookings
Costs in euros (or any currency) turned into dollars at your rate.
BookingCostCost ($)Still to payCancel by
Flights: NYC to Lisbon$2,480.00$2,480.00$0.00
Lisbon apartment€1,180.00$1,282.61$956.52Fri, Nov 27
Porto apartment€860.00$934.78$934.78Fri, Dec 4
Train: Lisbon to Porto€96.00$104.35$0.00
Sintra day tour€220.00$239.13$0.00Sat, Dec 12
Budget

Know what you can spend each day

Set a budget for each category and see booked, spent and left. The Dashboard shows money per day for the rest of the trip, and how much to save before you go.

  • 10 categories you can rename
  • Money per day
  • Savings plan by week, 2 weeks or month
Budget
Save $565 every 2 weeks until you go
CategoryBudgetBooked + spentLeft% used
Flights$2,600$2,565$3599%
Lodging$2,400$2,217$18392%
Transport$450$239$21153%
Food & drink$1,600$0$1,6000%
Activities$700$335$36548%
Who it’s for

For every kind of trip

Group trips

Friends, family or a bachelor party: settle up without the awkward chat.

Trips abroad

Spend in euros, pesos or pounds and still know your total in dollars.

Family vacations

Budget, itinerary and one packing list for everyone.

Everything you get

  • Dashboard with a countdown, budget left and money per day
  • Bookings with confirmation numbers and cancellation deadlines
  • Day-by-day itinerary with what’s coming up next
  • Spending log in dollars or local currency
  • Budget by category with booked, spent and left
  • Split costs for up to 6 people, with who pays who
  • Packing list with a packed count
  • Savings plan until you go
  • One-off payment, no subscription
Vacation Planner
$9.99

One-off payment. Yours to keep.

Get instant access $9.99

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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 IF, SUMIF and INDEX formulas from my tutorials, so the money and the plans update themselves.

6.3Mtutorial views
11,900+YouTube subscribers
500tutorials

Questions

Does it get live exchange rates?

No. You type the rate on the Trip tab, so it works offline and never changes behind your back. Update it whenever you like.

Can I use it for a trip in the US?

Yes. Leave the currency blank and everything stays in dollars.

How does the cost splitting work?

Mark a cost Split? = Yes and it’s shared evenly between everyone on the Trip tab. The Split Costs tab shows what each person paid, their fair share, and who pays who.

Can I plan more than one trip?

Yes. Save a copy of the file for each trip.

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.

Less planning stress. More vacation.

Budget, bookings, itinerary and split costs in one file.

Get the planner $9.99

Want to see it first? Watch how it works on YouTube.

Vacation PlannerInstant Excel download
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