Prices are up, everybody's stretched, and the holidays still come every year. This kit is how you do the season on purpose: decide your number first, then let every gift and every dish fit inside it. No guilt, and no surprise credit card bill in January.
What you get
- My Holiday Number worksheet: figure out what you can actually spend without borrowing from next month, then split it into buckets (gifts, hosting, travel, decor, extras, and a cushion for surprises).
- Gift Budget Tracker (2 pages): set a cap for every person before you shop, track what you spent, and check it off when it's wrapped.
- Hosting Game Plan: event details, a cost-per-plate calculator, and a guest list with RSVPs and dietary needs.
- Menu & Potluck Tracker: who's bringing what, what it costs you, plus a shopping list.
- Prep Timeline: a 3-weeks-out to day-of checklist so the day itself is calm.
- 6 AI Gift-Idea Prompts: copy, paste into ChatGPT, Claude, Gemini, or Copilot, and get thoughtful gift ideas under your budget.
- The January Check-In: see how you did, plan any payoff, and set up next year's savings.
- Bonus spreadsheet (Excel / Google Sheets): type in your numbers and it does the math for you. Totals, budget left, and anything over budget turns red.
How it works
1. Buy the kit.
2. Download your files right away. You'll also get them by email.
3. Print the PDF, or use the spreadsheet on your phone or computer.
This is a digital download. Nothing ships to you.
Questions
Is anything mailed to me?
No. It's an instant digital download: one PDF and one spreadsheet.
Can I use it on my phone?
Yes. The spreadsheet works in Google Sheets, Excel, or Numbers. The PDF is made for printing, but you can also fill it in with a PDF or notes app.
What size does it print?
US Letter (8.5 x 11 in).
Can I share it with a friend?
Please don't. It's for your personal use. Point them here instead. π
Can I get a refund?
Because it's an instant download, all sales are final. If a file won't open or something's broken, email thecozybudgetshop@gmail.com and I'll make it right.
FAQs
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No. Itβs an instant digital download: one PDF and one spreadsheet.
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Yes. The spreadsheet works in Google Sheets, Excel, or Numbers. The PDF is made for printing, but you can also fill it in with a PDF or notes app.
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US Letter (8.5 x 11 in).
-
Please donβt. Itβs for your personal use. Point them here instead. π
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Because it's an instant download, all sales are final. If a file won't open or something's broken, email thecozybudgetshop@gmail.com and I'll make it right.
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Excel opens downloaded files in "Protected View" for safety. Just click "Enable Editing" in the yellow bar at the top, and you're good to go. Using Google Sheets? Go to File > Import to open it.
About Me
Hey, I'm KC. π I've spent 13+ years helping people sort out stressful situations, and the holidays are one of the most stressful money times of the year. So I made the planner I wish I'd had: simple, honest, and built to keep January-you happy. Spend on purpose, enjoy your people, skip the money hangover.
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