SheetSmart Template Co.
Gift Tracker Spreadsheet

Gift Tracker Spreadsheet, Excel and Google Sheets, Gift Planner, Birthday Tracker, Christmas Gift List, Gift Budget, Wish List

$7.49 USD
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Instant digital download for Microsoft Excel and Google Sheets. Checkout and delivery are handled securely by Etsy.

Gift Tracker Spreadsheet for Microsoft Excel and Google Sheets, instant digital download. Plan gifts for everyone all year: birthday and anniversary countdowns, a 12-month gift calendar, gift ideas and wish lists, order and delivery tracking, a budget for every person and thank-you notes. Perfect for busy parents keeping track of family, friends, teachers and coaches. ✨ NOW INCLUDES 4 FILES: Excel + Google Sheets, each in a SAMPLE version (filled with example data so you can see how it works) and a BLANK version (ready for your own numbers). ★ WHAT'S INCLUDED ★ • 13 tabs with a clickable Start Here page • Dashboard: 16 KPI tiles (next occasion, this week, next 30 days, spent this year, budget left, gifts this year, average per gift, people, still to buy, on the way, to wrap and give, ideas saved, open wishes, thank-yous to write, people over budget and repeat warnings), the next 10 occasions with budget and a "got a gift yet?" check, orders on the way, still to buy, thank-you notes to write and 4 charts • People (60 rows): relationship, group, birthday, anniversary and another special date, budgets, likes and sizes, with the age they're turning, countdowns, This week / Coming up alerts and budget vs spent this year • Gift Calendar: all 12 months with every birthday (with age), anniversary, special date and holiday, filled in automatically • Gift Ideas (200 rows): ideas with links and prices, checked against that person's budget, with an "Already given!" warning • Wish Lists (150 rows): what everyone asked for, sizes and links, and who's buying it so nobody doubles up • Gifts & Orders (400 rows): every gift with price, shipping, order status, carrier, tracking number, expected delivery, date given and reaction, plus Late / Arriving soon flags and a "Given before!" repeat check • Order Tracker: orders on the way (soonest first), what you still need to buy with the occasion date, and what's arrived and needs wrapping, with a chart • Person Lookup: pick a person to see their dates, budget, every gift you've given them, saved ideas and wish list • Budget: budget vs spent for every person by Birthday, Holidays and Other, plus totals by group, with 2 charts • Thank-You Notes (150 rows): gifts you receive, with Overdue / Due soon flags until the note is sent • Annual Summary: spending by month, occasion, group and budget bucket, your top 10 people and year over year, with 4 charts • Setup: budgets, occasions, holiday dates (fixed and rule-based dates roll over by themselves) and all drop-down lists • Sample data with a fictional family so you can see how it works ★ PERFECT FOR ★ ✓ Busy parents keeping track of family, friends, teachers and coaches ✓ Planning Christmas and holiday shopping early ✓ Remembering birthdays and anniversaries ✓ Sticking to a gift budget ★ COMPATIBILITY ★ • Microsoft Excel (desktop, Mac, web) • Google Sheets (upload to Google Drive and open with Google Sheets) • 4 files included: an Excel version + a Google Sheets edition, e
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