Organise your group’s itinerary and expenses in one coordinated Excel workbook. Track who paid, choose who shares each cost, and see suggested transfers to settle the group’s balances.
What’s included:
Customisable names for up to six travelers
100 expense entries with payer tracking
Equal or weighted expense splits, with the option to exclude individual travelers
Automatic totals showing what each person paid, their share, and their net balance
Suggested transfers showing who could pay whom
100 itinerary entries for activities, times, locations, booking references, and notes
Connected monthly calendar for dated itinerary entries
A blank planner, completed example, and simple instructions
How it works: Name your travelers, enter expenses, and mark who shares each cost. Add your activities to the itinerary, then check the calendar and balances.
Instant digital download: One ZIP containing two Excel workbooks and instructions. Microsoft Excel is required and is not included. Use one currency throughout; currency conversion is not included. Suggested transfers are calculations only—payments happen separately, and repayments are not tracked. Calendar displays up to five entries per day and counts additional entries. No booking service, automatic reminders, or external calendar sync. No physical product will be shipped.
You will get a ZIP (80KB) file
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