Trip Budget & Packing Planner: Travel Budget Spreadsheet with Packing List

Full description

For travellers, couples and families who want one file for the money side and the preparation side of a trip. You set a budget by category and by day, log each payment in the currency you paid in, and see what is left. The same file builds a packing list for your trip types with quantities for your days and travellers, gives every pre-trip task a due date, checks document expiry dates and keeps the day-by-day itinerary in one place.

Save with a bundle: this template is also in the Tour & Travel Business Bundle, 12 templates for $29 instead of $76. All 141 templates are in the All-Access Hospitality Template Library for $79.

What is inside

• Trip_Budget_and_Packing_Planner.xlsx: 9 tabs, 1,997 formulas, 2 native charts, 24 drop-down or number rules.
• Settings: trip dates, adults and children, 2 trip types, card fee %, report date, exchange rates for up to 6 currencies (4 examples), a two-way currency converter and 10 drop-down lists.
• Itinerary: up to 21 trip days with base, morning, afternoon, evening, stay and transport (10 sample days), plus a key bookings list with 14 rows (8 sample).
• Budget: 11 categories with fixed costs plus the daily plan, spent, remaining, used % and a flag; a daily budget for up to 21 days across 6 daily categories with spent, difference and a flag.
• Spending_Log: room for 400 payments (20 sample rows). Each converts to your home currency, with the card fee where it applies.
• Packing_List: 98 items in 12 groups marked for 6 trip types, 6 quantity rules and 40 spare rows. Pack? and Qty to pack calculate.
• Pre_Trip: 37 tasks (31 before departure, 6 after return) with due dates and flags, plus 20 spare rows.
• Documents: 18 document lines with expiry check, validity needed after return, copies and next action, plus 12 spare rows.
• Dashboard: 12 KPI tiles and 2 charts.
• README.txt and LICENSE-and-Terms.txt.

How it works

1. Enter the trip dates, travellers, trip types, home currency and exchange rates on Settings.
2. Fill in the Itinerary, then the fixed costs and daily amounts on Budget.
3. Work through Pre_Trip, Documents and Packing_List before you leave.
4. Log each payment on Spending_Log during the trip and check Budget and Dashboard each evening.

Details

• Format: Excel workbook (.xlsx). No macros.
• Language: English. Any currency, set by code and rate.
• Software: Excel 2016 or later, or a spreadsheet program that opens .xlsx files.
• Delivery: instant digital download. Nothing is shipped.

Good to know

• The sample trip, amounts and exchange rates are illustrative. Update the rates before you travel.
• Entry rules, document validity and insurance needs differ by destination. Verify local requirements.
• Do not store full document or card numbers in the file. Use the last 4 digits or a reference.
• Single-user license. Do not share or resell the files.

FAQ

Can I use it for a trip longer than 21 days?

The daily plan and itinerary hold 21 days. For a longer trip, use a second copy for the second part.

How does the packing list choose items?

Each item is marked for the trip types it suits. Pick up to two trip types on Settings and the list shows Yes or No and the quantity for your days and travellers.

Can I pay in more than one currency?

Yes. Add each currency code and rate on Settings. Every payment converts to your home currency.

Does it work in Google Sheets?

It opens in Google Sheets and the formulas calculate. Check the drop-downs after import.

Is this a physical product?

No. It is a digital download. Refund terms follow the store policy at the time of purchase.