Holiday Gift & Budget Planner

Holiday spending gets away from people. Set one budget, track every gift from idea to given, and ship before the deadlines.

WHAT'S INCLUDED

• Holiday gift and budget planner — Excel / Google Sheets workbook, 8 tabs (Start Here, Budget Setup, By Person, Gift List, Spending Log, Dashboard, Shipping Deadlines, Thank-You Tracker)
• Printable planner — fillable PDF, 8 pages
• Start Here guide — PDF, 1 page

WHAT YOU CAN DO

• One holiday budget split into categories, with what's left at any time
• A gift budget per person, with a flag for anyone over it
• Gift list tracks each gift from idea to given
• Shipping Deadlines sheet with 2026 holiday mail-by dates
• Thank-you tracker for the gifts you receive
• Prefer paper? 8 printable pages, including a 64-line gift list

HOW IT WORKS

1. On Budget Setup, type your total holiday budget and split it into categories.
2. On By Person, list everyone you are giving to, once each, with a gift budget.
3. Add each gift to the Gift List and change its status as it moves from Idea to Given.
4. Log other holiday spending (food, decorations, travel, cards, donations) in the Spending Log.
5. Check the Dashboard each week for over-budget flags, order alerts and the next shipping deadline.

WHAT YOU NEED

Excel or Google Sheets (free) for the workbook; free Adobe Acrobat Reader or Apple Preview for the fillable PDF.

PLEASE NOTE

• Instant digital download. Nothing physical is shipped.
• This planner helps you organize your own holiday spending. It is not financial advice.
• Shipping dates are carrier recommendations as published for 2026. Confirm them with your carrier before you ship.
• Example names, prices and dates are made up. Replace them with your own.
• Questions? Email hello@gracepathventures.com with your order number.

LICENSE

• Use, edit, print and fill in these files for your own business, your own clients or your own household, as many times as you like.
• One purchase covers all business locations you own.
• Please don't resell, share, give away or upload the files (edited or unedited) for others to download.
• Files are provided as-is. Check every figure and form against your own situation before relying on it.