Description
Full walkthrough (3 min): every tab, plus a sample gift updating the totals
Christmas Budget & Gift Tracker 2026
A Christmas budget and gift tracker for anyone who wants to enjoy the holidays without a January surprise. Set a budget for each holiday category, list every gift with its budget and real price, and log the rest of the season's costs. The dashboard shows what you've spent, what's left, the gifts still to buy and the days until Christmas.
Who it’s for
Anyone planning holiday gifts and spending: budget-minded shoppers, people buying for a long gift list, hosts planning dinners and parties, and anyone who likes to start early and stay on track.
What’s inside
- Start Here – What the file does, a 5-step quick start, links to every tab and the colour key.
- Dashboard – Holiday budget, spent so far, left to spend, % used, gifts on the list, gifts bought, still to buy and days to Christmas. Charts: budget vs actual by category, where the money goes, gift spend by recipient group and gifts by status. Protected so formulas stay safe.
- Budget – Type a budget for each category in the accent column. Actual, Left, % used and Status (OK / Watch at 85% / Over) fill in. Gift prices count toward the first category (Gifts) automatically.
- Gift List – One row per gift: recipient, group, gift idea, store, budget, actual price, status (Idea, Ordered, Bought, Wrapped, Given), order date, return-by date and notes. Over / under and Return window (Open, Closing soon, Closed, Done) are formulas.
- Expenses – Every other holiday cost: date, category, description, store, amount and payment method. Don't log gifts here; they are already counted from the Gift List.
- Timeline – Spend per category for October, November, December and January (gifts by order date, expenses by date) with a monthly chart.
- Card List – Holiday cards: name, group, address or email, send card?, sent and received (Yes/No dropdowns).
- Settings – Christmas date (drives the countdown), return warning days, and the lists for categories, recipient groups, gift status, stores and payment methods.
Features
- Category budgets with actual spend, money left, % used and OK / Watch / Over flags
- Gift list with recipient group, store, budget, real price and status (Idea to Given)
- Over / under per gift, highlighted in red when you overspend
- Return-by dates with Open / Closing soon / Closed alerts
- Expense log for food, decorations, wrapping, travel and outings
- Timeline of spend from October to January
- Holiday card list with sent and received
- Countdown to Christmas from the date on Settings
How delivery works
- Instant download right after purchase: the .xlsx workbook plus a step-by-step Setup Guide PDF.
- Works in Microsoft Excel (Windows, Mac, Excel for the web) and Google Sheets (upload to Google Drive and open with Google Sheets, or File > Import).
- Comes with realistic sample data so you can see how it works, and clear instructions to remove it.
- No macros, no add-ons, no subscriptions. Pay once, use it for as long as you like.
FAQ
Can I use it for Hanukkah, Eid or another holiday?
Yes. Change the date on Settings and rename the categories and title.
Does it work in Google Sheets?
Yes. Upload it to Google Drive and open it with Google Sheets, or use File > Import. Formulas, dropdowns and charts carry over.
Can I reuse it next year?
Yes. Clear the typed cells, change the date and start again.
For personal budgeting and planning only. Not financial advice.
This is a digital product. No physical item will be shipped.
Also on Gumroad: Christmas Budget & Gift Tracker 2026 on Gumroad
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