Event & Party Budget Planner

Plan the party without losing track of the money. The Event & Party Budget Planner keeps every party you host in one spreadsheet: birthday parties, holiday parties, New Year's Eve, graduation parties, reunions and family get-togethers. Set a budget for each event, log what you buy and book, and see what you've spent, what's still due and how many guests are coming. WHAT'S INCLUDED • Events overview: up to 12 events with budget, spent, left, estimated total, % used with a progress bar, guests coming, cost per guest and tasks done, plus a budget vs. spent chart • Event budget dashboard: pick an event to see estimated vs. actual, paid and still to pay for 16 spending categories (venue, food, drinks, cake, decorations, entertainment, invitations, favors and more), with a chart, RSVP counts and checklist progress • Expense & vendor tracker (300 rows): item, vendor, estimated cost, actual cost, paid so far, balance due, due date and an automatic status (Paid, Deposit paid, Not paid, Overdue) • Guest list (400 rows): adults and kids per household, RSVP dropdown, invite sent, dietary needs, and RSVP head counts for every event • Party checklist & timeline: tasks by phase (6+ weeks before through the day of), due dates, who's doing it, and Done / This week / Overdue status • Setup tab to rename event types and categories • Start Here guide • Two files: a blank planner and a filled-in example WORKS WITH • Microsoft Excel (2010 or later, Windows and Mac, and Excel online) • Google Sheets (free): upload the file to Google Drive and open it with Google Sheets HOW IT WORKS 1. Purchase and download instantly from your Etsy Purchases page. 2. Open the file in Excel, or upload it to Google Drive and open it in Google Sheets. 3. Add your events and budgets, then log purchases, guests and tasks as you plan. PLEASE NOTE • This is a digital download. No physical item will be shipped. • Amounts are in US dollars ($). Currency formatting can be changed in your spreadsheet app. • For personal use. Please don't resell or share the file. How we make it: Every Penny & Pencil template and worksheet is designed in-house with AI-assisted tools, then each page, formula and answer key is checked and tested before it is listed. Questions? Send us a message. We usually reply within a day.