Birthday and Occasion Planner

Celebrating the people and moments that matter most shouldn’t come with last minute panic or financial stress.

The Birthday & Occasion Planner is a clean, easy to use Google Sheets template designed to help you plan, budget, and stay organised for every celebration across the year from birthdays and anniversaries to Christmas, Easter, and all the little moments in between.

Whether you’re setting aside money for thoughtful gifts, hosting a festive lunch, or simply keeping track of the occasions that matter, this planner gives you clarity, control, and calm confidence in your spending.

Here’s what you’ll get

Straightforward Setup

Open the template and start planning right away. Each month is pre formatted with space for up to three birthdays or special occasions per day, a dollar value for each gift, and a checkbox to mark when a present has been purchased.

Monthly Summaries That Keep You on Track

At the bottom of every month, a clear summary shows your Total Gift Recipients and Total Gift Budget, helping you see exactly how your giving adds up across the year.

Automatic Full Year Insights

At the end of the planner, you’ll find a Full Year Summary that brings it all together showing your Total Gifts, Total Spend, and highlighting your Biggest Month and Slowest Month at a glance.

Smart Budget Breakdowns

No need to reach for a calculator. The planner automatically converts your total gift budget into weekly, fortnightly, and monthly savings goals so you can plan ahead and save gradually throughout the year.

Clean, Motivating Layout

The minimal design keeps you focused without the clutter, featuring soft neutral tones and gentle shading to make your progress easy to read and satisfying to track. Each checkbox you tick off lightens the row, giving you that little boost of done and dusted satisfaction.

Instant Access + Easy Guidance

Your purchase includes immediate access to the Google Sheets planner and a simple, step by step PDF guide to help you get started in minutes.

Why You’ll Love It

This planner takes the guesswork out of gifting. It’s not just a tracker, it’s a calm, practical system for managing the cost of generosity. By spreading your planning throughout the year, you’ll stay ahead, avoid the December rush, and enjoy your celebrations stress free.

The Fine Print

Disclosure

Some digital products or links associated with or contained within these resources may attract affiliate income. This means the creator may earn a small commission if a purchase is made through these links at no additional cost to the purchaser. Only tools and resources deemed genuinely helpful have been included.

Disclaimer

This planner is not financial advice. It is intended for informational, educational, and personal planning purposes only. Users are encouraged to seek guidance from a qualified professional for personalised financial or legal advice.

© Tamika’s Take 2025. All Rights Reserved.

This template and its contents are protected by copyright law. Redistribution, reproduction, resale, or sharing whether free or paid, in whole or in part is strictly prohibited without explicit written permission from the author. This content is intended for personal use only and may not be used for commercial purposes or distributed on any other platform.

By downloading and accessing this planner, you agree to these terms.