trip budget planner excel

Travel Budget Worksheet

Are you planning a major trip? Will you be able to stay within your budget? Rather than just spending without a plan and then dealing with the debt for the next few years, use our travel budget template to list your travel expenses. It will help you estimate your total travel costs and see if you will be able to take your trip without going over budget.

License : Private Use (not for distribution or resale)

Authors: Jon Wittwer and Jim Wittwer

Description

This travel budget template makes it easy to enter your travel expenses for your next trip. The top section allows you to set a total budget, and as you enter your travel costs you can quickly see where the money is going, how much extra you'll have, or how much you'll need to add to your budget.

The worksheet is set up to let you enter a quantity and unit cost for each item. For example, for lodging you can enter the number of nights you will be staying and the cost per night. If you will be driving rather than flying, you can enter the total miles and the cost per mile. Remember to include both fuel and wear as part of the cost (see the link below for what the IRS uses as the standard mileage rate - $0.56/mile in 2014).

Additional Resources

• Be sure to check out our Travel Itinerary and Packing List templates.
• IRS Publication showing Standard Mileage Rates at irs.gov - You might consider using the standard mileage rate if you are estimating the cost of driving.
• Tips for Creating a Budget for Travel at wikihow.com - This article is actually a really good resource to help you remember what to consider when budgeting for a trip.

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The Travel Quandary

The Ultimate Trip Planner Template – Easy To Use Excel Format!

You’re about to embark on your next adventure – hooray! 

Travel planning comes naturally to some who thrive on the challenge to find the best deal on a tour, stay at the coolest hotel or dine at the hottest new restaurant. These travellers are always at the airport on time, check opening hours of attractions before leaving home and have packing down to a fine art form. On the other end of the scale, there are travellers who prefer to go with the flow, do things spontaneously and are happy to rock up to a new destination and “wing it”.

According to the World Tourism Organization (UNTWO), 1.4 billion people travelled internationally in 2018. And apparently, there are over 750 million users of Microsoft Excel worldwide. There’s a high chance that you’ll fall into both of these categories (we don’t know the exact number but it would make for a pretty neat Venn diagram). And if you also classify yourself as an “unprepared” and/or “unorganised” traveller, our trip planner template is designed to help YOU.

Microsoft Excel is not only used by accountants and finance people. Microsoft Excel has become the ultimate planning and analysis tool, recognised and used worldwide which is why we’ve chosen it to create our trip planner template. We hope you find it useful and welcome your feedback and recommendations!

FREE TRIP PLANNER TEMPLATE! MICROSOFT EXCEL & GOOGLE DOCS

Why use a spreadsheet to plan your trip.

• Identify gaps in your itinerary (closures, public holidays, mandatory reservations)
• Save money (better budget decisions, better choices on trip)
• To get you excited! You’re going on a holiday! Hooray!

Download your free trip planner template here

Note: For Google Docs template, download the .zip file and upload the spreadsheet to your Google Drive. Once uploaded, open with Google Sheets.

Using this spreadsheet

The Ultimate Trip Planner Template is built into a spreadsheet which is divided into six sections. We’ve built this trip planner to include 16 days of travel but you can adjust the length of the trip by adding or removing columns in the spreadsheet.

Once you’ve confirmed your travel plans, add them here. This is where you can record all your reservations – flight details, accommodation, car rental, equipment rental, tour reservations etc. Listing them on one tab means you can quickly jump in and find those important details when you need them.

2. Planning

Researching airlines, hotels, Airbnbs, car hire, tour operators and travel insurance policies can be exhausting. You’ll probably go through a phase where you’ll have so many tabs open on your browser, it’ll make you want to pull your hair out! If you also need to compare prices and dates with your travel companions, it can become downright overwhelming.

When you find a potential option you like, add it to the “Planning” tab. When your research is condensed into a neat summary, it will be a simple exercise of reviewing all possible suppliers, key dates and prices and then after a process of elimination, you will be left with the most suitable option.

A budget is by no means set in stone. Our budget tab is designed to help with your travel planning decisions. We feel that it is important to understand the costs of a holiday before making any hasty decisions. And we consider it even more important that you don’t spend beyond your means!

We don’t want to sound like party-poopers but the last thing you want is to get ripped off and/or find yourself stuck abroad without any money. By understanding where you plan to spend the bulk of your hard-earned money on your holiday, you can plan where you’ll allow yourself to splurge and other areas where you may need to tighten the purse strings.

For example, we give ourselves extra budget for food and coffee experiences as this is an aspect we love about travelling. We tend to book budget/basic accommodation on the road depending on the destination and available options, as all we need is a bed, access to a (preferably) hot shower in a secure room.

A good chunk of your budget will already be paid or known in advance before you’ve even left home (i.e. flights, some ground transport, accommodation, tours (if applicable) etc), so this should also help when allocating your budget to food, shopping and extras. There will also be times where you need to be strict and say “no” if your gut feeling and bank account tell you that you cannot afford a certain something. Be conservative but also be kind to yourself – you are treating yourself to a holiday after all and you’ll have to spend money to fully enjoy the experience!

4. Itinerary

We spend a lot of time planning our travel itineraries on a day by day basis and even breaking it down to each hour of each day. Some people call us crazy but when we are short on time and have an extensive list of things to see/do/eat/shop etc, we prefer to be organised.

Laying out our trip day by day also helps us to block out periods of time for travel or to take note of when restaurants and attractions are closed. Of course, plans can and will change. Rain may force you indoors (museums, galleries, shopping) or an unknown public holiday may disrupt your planned travel day.

We recommend using this tab to roughly outline your plans and drop in the activities and places you simply cannot miss. You can move activities to different days if your original plan doesn’t work out. If you want, record your daily expenses at the bottom and you can track how your actual spending goes against your budget.

5. Packing List

For those who begrudge packing, it tends to be the case that you will end up wearing 20% of your packed belongings during 80% of your trip. Or if you’ve left packing until the last minute and thrown items higgledy-piggledy into your suitcase, you’ll arrive at your accommodation to realise you’ve forgotten your favourite undies or packed the wrong shoes.

Packing lists work. Once you’ve considered the weather and climate at your destination, your baggage allowance plus the duration of your trip, you can plan what you need and limit unnecessary purchases on the other side.

We’ve compiled a pretty epic packing list covering practically every type of adventure and possibly everything that you may need. Feel free to adjust accordingly to your requirements.

6. Checklist

This is the final step before you walk out your front door to embark on a brand new adventure. Before you go, use this tab to ensure you’ve dotted all the i’s and crossed all the t’s. And then you’re off!

Bon voyage!

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Give us your feedback of the Trip Planner Template below!

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CONTINUE PLANNING YOUR TRAVELS

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28 thoughts on “the ultimate trip planner template – easy to use excel format”.

HOLY COW I cannot believe I found EVERYTHING I needed all in one for FREE. I feel like I have ROBBED someone! My partner and I never grew up in households where family vacations were had, so we have no idea what were doing. Thank you kindly to The Travel Quandary. If I can donate, share your page, volunteer, etc. let me know how I can repay <3

SO HELPFUL ! THANK YOU SO MUCH !

How you extend the dates! I am going for a month

This template is so great! Planning a trip to New Zealand and will be traveling around a lot – this is super helpful!

NICE!! MUCHAS GRACIAS VERY COOL!!! Alina

Thank you so much for sharing your knowledge and your files!

Thanks so much for the template. This is a very good start for a traveller like me. Easy to use!

Amazing template! Exactly what I needed. Thank you!

Thank you for the great tool! I was wondering if theres a way to enter an end date as well to the itenerary?

Hi there! I was wrapped to see that the template is created by some Aussies! and local ones as well. I’m from Melbourne! Template is a charm! Just what I’ve been looking for ages! Planning our Europe trip for 2023 that got cancelled in 2020! (We all know why!!) Will let you know how it goes and will definitely check out your website! Thanks,

Hi Rosanna, we’re so glad to hear that you’ve found this template useful! Very jealous that you’re planning an escapade to Europe. No doubt it will be amazing! Safe travels 🙂

Thankyou for your post on THE ULTIMATE TRIP PLANNER TEMPLATE on excel. It is very usefull. I have been using this template to plan my trips for a while now and it has saved me a lot of time. I highly recommend it to anyone who is looking for a travel planner.

Didn’t work. At least, not on my version of excel.

something about “delimited” something or another.

Hi Piotr, We’re sorry to hear this. What version of excel are you using? Are you on a Mac or PC? If you wish, we can email you an Excel copy of the template.

So so sooo helpful! I’m happy to find this great itinerary template! Thank you so much.

Thanks Tahira! We’re so glad that you found it helpful. Enjoy your travels! 🙂

Hi Tahira, we’re thrilled you found this template helpful. Enjoy your travels!

I needed this so much, easy and simply. Thank you for a great spreadsheet.

Thanks Nga! Happy travel planning!

Hi Nga, we’re so glad you loved this spreadsheet. Hope you had an amazing travel adventure!

Thank you , soooo much ! I appreciate you putting this together and sharing it

Hi Priscilla! So glad that you found this planning template useful! We hope you enjoy your trip!

I am so excited to find this. (Thank you, Pinterest!) I will be leaving in a month on an eight day train trip and this is exactly what I needed to get all my ducks in a row. Thank you so much!

HiTeresa! We’re so glad to hear this and so exciting for you. Enjoy your trip!

This is great! Found this as i was looking for a newer travel planner and this is very helpful and user friendly!

We’re so glad to hear this! Happy travel planning!

great tool. never used a planner before and it has most every item to consider… add a route sheet for those who driving to, during and back from their vacations…

Glad you like it and thanks for the feedback. We’ll look into adding a new tab for routes.

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How to Create a Trip Planning Spreadsheet [5 Free Templates]

• Last updated April 25, 2023

Travel planning can get exhausting, especially when you have no clear starting point. You can make this (at least) tolerable by creating a trip planning spreadsheet. Here, you can keep your itinerary, transportation details, budget allocation, and similar aspects.

In this article, we’ll discuss how you can create a trip planning spreadsheet using Google Sheets and why it’s so useful. We’ll also provide five different templates you can readily use for your travel planning.

Table of Contents

How to Create a Trip Planning Spreadsheet on Google Sheets

Step 1: make multiple tabs on your spreadsheet.

To keep your travel planner tidy, you should first create several tabs inside your spreadsheet. This allows you to categorize the kinds of information you’re going to deal with. For example, you can separate your flight details from your budget planning.

Follow the instructions below to do this.

• Launch your browser, then go to https://sheets.google.com/ .
• Click “ Blank ” under the “ Start a new spreadsheet ” section.

• Hover over the name of the current worksheet (usually named “ Sheet1 ”), click on the drop-down arrow, then select “Rename.”

• Type your preferred worksheet name, then press  “Enter”  or “Return”  on your keyboard.
• To add another worksheet, click on the  “Add Sheet”  icon (plus + symbol) at the bottom-left corner of your screen.

• Repeat steps 1 to 4 to rename the worksheet.

Common Tabs to Add

You can create many kinds of worksheets depending on your specific requirements. Here are some common tabs you’d typically see in a trip planning spreadsheet:

• Itinerary: Include the basic details of the places you plan to be in, like dinner reservations, conferences you need to attend, tourist attractions, etc.
• Transportation: Keep your flight schedule, the routes you plan to take, your commute options (car rental, bus, etc.), and similar information.
• Accommodation: List the names and locations of your lodgings. You can also include whether or not you’ve made a reservation already, the room prices, and more.
• Food: Plan where you can get your meals, the restaurants you want to visit, and the average costs of eating out.
• Budget: Track your day-to-day expenses and see how much money you’re left with.
• Packing List: Don’t leave anything essential at home before embarking on your trip — passports, IDs, cash, and similar things.
• Activities:  List the things that you can do at your destination, like bar hopping, nightlife activities, concerts, and so on.

Step 2: Add Column Headers

After creating multiple tabs, you can further categorize your details using column headers. These are found at the top of your worksheet, describing what kind of values are present in a column’s cells.

To add column headers, simply follow these steps.

• Click on the first cell (cell A1) in the upper-left corner of your worksheet.
• Enter your preferred column header, such as “Location”  (as used in our example).
• Repeat the previous step for other cells in the same row. (We used the headers “Date,” “Time,” “Transportation,” “Costs,”  and  “Status”  in our example below).

• Once done, select all the column headers you’ve added, then click “Bold”  in the toolbar.

• Alternatively, you can make them bold by pressing “Ctrl” + “B” (or “Cmd” + “B”  for Mac) on your keyboard.

Common Column Headers

The column headers we’ve used in the demonstration above are applicable to the Itinerary tab. Keep in mind that you can virtually use any word or phrase for your column headers, though. Below are some options you can consider.

For the Accommodation tab

• Nearby shops and attractions
• Room prices

For the Transportation tab

• Travel date and times
• Flight details, such as flight schedule and flight number
• Car rental company, including name, address, and contact number

For the Budget tab

• Daily budget
• Total budget
• Total amount spent
• Amount remaining
• Expense description

After adding your column headers, you can start filling out the fields with your information.

Step 3: Personalize Your Travel Planning Spreadsheet

All that’s left for you to do is add a touch of creativity to your vacation spreadsheet. Here are some ways you can do this.

Use Conditional Formatting

The term “conditional formatting” simply refers to a change in a cell’s appearance when certain requirements are met. Below is an example where we change a cell’s color to green when it contains the word  “Done.”

• Right-click on a cell, then select “View more cell actions” > “Conditional formatting.”

• On the side panel that appears, click the drop-down list under the “Format cells if…”  menu.

• Select  “Text is exactly”  from the options.

• Type  “Done”  in the “Value or formula”  field.
• Click on the “Done”  button to save your changes.

• Drag the cell’s contents to copy the conditional formatting rules to other cells.

Use Alternating Colors

If you’re dealing with a lot of details, you can also use alternating colors, making it easier for you to read. Here’s how to enable different cell colors on your spreadsheet.

• Select the cells you want to display in alternating colors.
• On the menu bar, select “Format” > “Alternating colors.”

• Choose your preferred color, then click the  “Done”  button to save your changes.

When to Use a Trip Planner Template

You can use spreadsheets every time you’re planning a trip — there’s no reason you shouldn’t! They are handy regardless of whether you’re traveling to a nearby town or going on an overseas vacation.

How about trip planner templates? Well, if you don’t have the time to create a spreadsheet from scratch, using a template would be excellent. These are some helpful pre-made planners that are ready for you to fill out.

Free Google Sheets Trip Planner Templates

1. daily itinerary planner spreadsheet.

Especially when traveling to faraway places, going into detail about the activities you plan to do daily is a good practice. You can share this daily itinerary with the people you went on a trip with, letting them know where to find you in case of grave situations.

Template Features

• Categorize your itinerary into multiple days (which are color-coded for organization)
• Describe your activities in a separate section and indicate the time and location where you’ll do them
• List the diners or restaurants where you can eat near the location of your activity
• Schedule your day properly by indicating the end time for each activity

Access Template

2. Travel Budget Template

Allocating your travel budget ahead of time lets you set boundaries when it comes to spending. This lets you know what costs you need to put first, too. Such money allocation is rarely followed, though (with impulsive purchases and unplanned expenses), making it important to have an expense planner and tracker throughout your trip.

• Categorize your expenses per location according to the transportation you used, your accommodation, food you ate, and activities you did
• Pick from a drop-down list of common transportation methods (e.g., bus, car rental, ferry, etc.)
• Enter your total and daily budget allocation, as well as their converted counterparts in your destination’s local currency
• Automatically calculate your daily expenses, including the total amount spent and your remaining budget for the day
• Calculate your total expenses throughout the trip, as well as the amount remaining from your budget

3. Travel Checklist Template

Successful and non-stressful trips can’t go without good preparation. For example, you’d want to ensure that your passport hasn’t expired yet before strutting over to your flight. A travel checklist spreadsheet would be handy in this case.

• Set a completion status for each of your to-dos
• Categorize your to-do list into  “Travel prep,” “Home prep,” “Transportation,”  and “Money/documents”
• Add notes to each item on the list
• Set a due date for your to-dos
• Determine the number of days remaining for you to accomplish the things listed with an automatic counter included
• Automatically count the number of tasks that are not yet done and those already finished

4. Destination Planner Spreadsheet

Researching your destination should always be part of your planning. For example, you want to know the available hotels and accommodations that you can opt for in your target location. This lets you find the ones with the lowest prices, the most convenient in terms of route, and more.

Knowing the current climate and the community there would be essential too. This allows you to anticipate what things to bring, what activities you can possibly do, and similar aspects.

• Enter your destination’s information, such as its current season, whether it’s rural or urban, and more
• List the tourist spots that you can visit in your destination, including their name, specific location, and transportation route
• Detail the activities that you want to do, together with their category, description, duration, and estimated expenses
• Find and compile a list of all available accommodations in your target location, as well as their name, address, price range, and pros/cons

5. Packing List Template

Before your trip, it is helpful to make a packing list of everything you’ll need — bathing essentials, clothing, money, documents, and more. Then, right before leaving your home, you can do a quick check to see if you’ve already placed every item on your list inside your luggage. You can do both with a packing list spreadsheet.

• Enter the details of your target destination, such as its usual weather, temperature, clothing restrictions, and more
• Add notes about your packing list
• Categorize your items by location, like the beach, conference, office, and other places
• Classify your things by type, such as clothing, money, documents, electronics, etc.
• Mark the items “Ready” once you have prepared them inside your luggage

Why Use Our Templates?

Below are some reasons you’d want to use the travel spreadsheet templates we have here at Spreadsheet Point :

Formulas and Drop-down Lists

We added several drop-down lists for common topics to make things easier for you. For instance, we included a drop-down where you can select common transportation types like buses, ferries, airplanes, car rentals, and more.

Easy Sharing and Collaboration

All of our templates are built on Google Sheets — you can easily collaborate with your friends in planning your trip with the  “Share”  button.

Color-Coded Categories

We displayed each category in unique colors and shades to keep them tidy.

Other Trips on Planning Your Travel

In addition to the travel planning templates we’ve discussed, here are a few bonus tips you can apply to prepare for your trip:

• Pick a location that your current finances can accommodate.
• Don’t bring things that won’t fit inside your backpack to avoid paying for extra luggage costs.
• When selecting a hotel or apartment, choose one that’s near major transportation lines.
• Weigh whether taking a bus would be more cost-effective than taking a flight.
• Always get travel insurance before embarking on your trip — it won’t shield you from accidents, but it will keep you from having an empty bank account.

Enjoy Your Trip with Everything Prepared

A lot of unknowns await you at your destination — unexpected expenses, spontaneous activities, booking problems, and more. With a trip planning spreadsheet, you can minimize these by anticipating the things on your journey. Feel free to use the templates we’ve included here to plan a successful trip today.

You can also access more of these useful templates on our Gumroad  profile. Don’t forget to use the code “ SSP ” to get 50% off all templates!

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How to Make a Travel Budget in 2023 [Free Template]

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Can You Afford to Travel?

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Creating a travel budget isn’t all about boring spreadsheets and searching for low budget bargains — a finely-crafted budget it is designed to maximize your total travel experience.

Let’s start out easy here. You may have dreams of globetrotting and living your best life in distant lands, but can you actually afford it?

The amount you have to spend on your trip will need to be proportionate to the place you are visiting. By that, we mean that some destinations can be done on the cheap, while others will be a bit more of an investment.

Where you want to stay, what you intend to do when you get there, and physically how far away you will be from home can all have a considerable bearing on how deep your pockets will need to be.

Before you book yourself silly, really break down the potential costs of your dream trip and tally it up with the amount of money you will realistically have to fund it.

Bottom Line: Sometimes, it may be better to put your plans on hold until you have saved up enough cash to really experience a place, rather than rushing to get there and missing out on some of the best bits.

Whether you are a plan-well-in-advance sort of traveler or more of a fly-by-the-seat-of-your-pants kind of person, there are different ways to approach setting out your budget based on what works best for you.

Plan Your Adventure Well in Advance

The most traditional way to book a vacation is to think of somewhere you want to go, plan your vacation dates, and decide how long you want to stay. This kind of advanced planning is the usual go-to for most travelers, as it allows you to book time off of work or plan trips around school semesters, and gives you the opportunity to firm up plans before you leave.

Knowing when and where you are going also has another key advantage — it gives you plenty of time to save up all the cash you will need to really enjoy your time there. Booking in advance also means you get your choice of cheaper accommodation at better rates.

Book months in advance and you can research your planned itinerary and potential expenditure, and maybe even save enough extra for upgrades of luxuries to make your adventure truly special. This kind of planning is a great incentive for saving hard.

Travel Based on Your Bank Balance

If, on the other hand, you want to take your cash and get the hell out of dodge, you can work backward to identify the most amount of fun you can have for your money. If you are feeling lucky, and you know how much you are willing to spend, the world really is your oyster.

The awesome power of the internet has made impulse traveling even easier, as you can simply hit up any number of booking sites to find an exciting destination, as well as suitable flights, accommodation, and excursions in just a few clicks.

Another great way to make your budget go further is to think outside the box. Visiting popular destinations out of season, taking shorter vacation times, or even looking at places away from the main tourist trail can all make your money go further.

A trip to the legendary Yosemite National Park during April or May, for example, is a great way to experience some of the most iconic open spaces in America before the schools let out, or hit the beaches of Miami or the Florida Keys during September and October when tourists shy away from the increased risk of stormy weather.

You can also look at alternatives to the more traditional resort destinations to get more bang for your buck. Consider a trip to Reno instead of Las Vegas, hit the slopes in Winter Park instead of the sky-high prices in Vail, or take in the history of Williamsburg and avoid the price tags of New York or Los Angeles on your next city break.

To help you plan and keep track of your travel budget we have created a free, handy Microsoft Excel spreadsheet.

📋  Click to Download Our Travel Budget Template >  📋

Travel Budget Considerations

When planning your travel budget, there are lots of different things to consider. Break down your budget into subsections to make it easier to plan and stick to:

One of the most essential elements of your travel plan will revolve around the legal and local requirements for travel to and from your destination. You must research any visa requirements and restrictions before you fly, and be sure to have all the documentation you need before you leave.

Most countries will have their own individual and very specific entry requirements, and there may be restrictions on how much local currency you can bring with you, as well as how long you can stay.

As a very rough guide, some examples of the requirements for U.S. citizens could include:

• Travel to Europe — If you are traveling to or through any of the main 26 European countries, you must know the requirements of the Schengen Agreement, which eliminates borders and assumes that travelers will be able to enjoy up to 3-months of visa-free travel. This will change in January 2021 with the introduction of the ETIAS .
• Travel to Australia — You must have a valid U.S. passport and an Electronic Travel Authority (ETA) to enjoy up to 90 days of travel in Australia.
• Travel to Central America — You will not need a visa to visit most Central American countries, but you may need a tourist card for some destinations (~$10) to allow stays of up to 90 days visa-free.
• Travel To South Africa — You must have a valid U.S. passport, but do not need a visa for stays of 30 days or less.

Check out our guide to tourist visa information on over 100 countries.

There are many great reasons why you should always buy travel insurance coverage for your trips overseas, and only 1 reason not to. Trust us. If the worst should happen while you are away, you will wish you hadn’t tried to save money by skipping on the insurance, so make sure you always make space for travel insurance in your travel budget .

The best travel insurance policy does not necessarily have to be the most expensive one you find, but it probably won’t be the cheapest either. With this in mind, shop around and speak to a variety of providers before committing to any 1 product.

There will be different levels of coverage available to suit the requirements of every type of traveler, from lone backpackers to family vacations, but at the very least you should try to include:

• Emergency medical expenses
• Repatriation expenses
• Cancellation or curtailment coverage
• Lost baggage coverage
• Travel delay/missed departure coverage
• Journey disruption coverage
• Personal liability coverage
• Legal expenses coverage
• Electronics loss/theft and damage coverage

Depending on where you go, what you’ll be doing, and the nature of your trip, you may want to also consider dedicated financial protection that could include specific coverage for:

• Winter sports coverage
• Terrorism disruption coverage
• Cruise coverage
• Business coverage
• Sports equipment coverage

It is important to remember that the domestic health insurance that you use at home will not necessarily cover you if you get into medical trouble overseas . Don’t leave it to chance — invest wisely in your travel insurance and never skimp on the coverage just to save yourself a few bucks before you go.

You should also look into insurance coverage for your prized electrical items and personal belongings, too . While we would recommend leaving the diamonds at home, unless you are going somewhere exceptionally glamorous, many of us will take expensive electronics with us everywhere we go.

Find coverage that offers repairs or replacement for damaged, broken, lost, or stolen items before you go.

Hot Tip: There are some credit cards with travel insurance , so you might already have some coverage without knowing it!

Some parts of the world pose more of a risk to our health than others. By ensuring that you have all the travel vaccinations you need before you go, you can reduce the risk of developing serious diseases that your immune system may not be used to.

You can pretty much be vaccinated against all of the world’s most common communicable diseases at your local doctor’s office, health care center, or health department, and there will be medical professionals who will be able to provide you with useful information for your trip.

You will need to do your own research before you travel and speak to healthcare providers about the risks. But, as a rough guide to keep in mind when planning your travel budget, here are some of the most common travel vaccinations and their approximate costs:

• Cholera — A single-dose oral vaccine costs around $45.
• Hepatitis A — A single-dose vaccine costs around $115.
• Japanese Encephalitis — 2 doses given 4 weeks apart costs around $290 per injection.
• Meningococcal Disease — This single-dose vaccine is recommended from pre-teenage years and costs around $135.
• Rabies — A series of 3 or 4 injections into the muscles over the course of 4 weeks costs around $3000 for the entire course.
• Typhoid Fever — A single oral dose for anyone over 6 years old costs around $60.
• Yellow Fever — This vaccine is not stocked everywhere, but if you can find a clinic that offers it, you will need a single shot costing as much as $350.
• Malaria — There is no single vaccine, but antimalarial tablets can be taken to reduce the risk of contracting the disease by 90%. These may need to be taken as far as 3 months in advance and can cost anything from $20 a pack up to $260 per pack.

What you need to take with you will depend very much on where you headed. Whether you choose to travel light or max out your luggage allowance is up to you, but there are plenty of ways to help keep costs down when it comes to packing for your next adventure.

Compile a Capsule Wardrobe

Travel guides always bang on about the legendary “capsule wardrobe” — but it literally is a real thing. By taking 7 or 8 items of clothing with you that can be worn in a variety of ways you can dress for days at a time without worrying about overfilling your luggage or maxing out your travel budget.

Choose 2 pants, skirts or jeans, 3 tops, 1 sweater, 1 dress or a smart shirt and a coat or jacket, and you should be pretty much good to go. Throw in beachwear, sports gear, or thermals as-needed and some socks and underwear to see yourself sorted for the duration of your stay.

Another way to keep costs down is to avoid buying new stuff for every vacation . Your favorite bikini, flip flops, party dress, or even hoodie should be shown off time and time again, so never feel the need to replace your vacation clothing unless you really need to.

Here are some destination-specific packing lists:

• Beach Vacation Packing List
• Cruise Vacation Packing List
• Disney Vacation Packing List

If you want to take your travel camera with you, your GoPro for awesome live video, your phone, tablet, laptop, headphones , or any other bits of kit — think carefully about whether or not you really need it.

Taking more expensive gear with you increases the risk of stuff getting lost, broken, or stolen, as well as weighing your luggage down and tying you to charging ports and electrical sockets.

Keeping Clean

Most people like to have their favorite toiletries with them, but save money and space in your luggage by not taking full-size products.

You needn’t even worry about wasting money on cute little travel size products either. Simply decant your full-size bottles and pots into smaller travel containers instead . This is super easy to do, meets with TSA regulations, and saves you a few dollars here and there.

Alternatively, buy what you need when you arrive. Most destinations and airports will have plenty of shops to choose from. One area where you shouldn’t cut costs, however, is sunscreen. Buy the best you can, ideally from a trusted brand, before you leave.

Finally, check if the airline you are using charges extra for checked baggage and if so, see if you can get away with just a carry-on case instead.

The amount you pay for your flights will vary widely depending on a wide number of variants, including:

• Your destination
• Who you choose to fly with
• Whether you fly direct
• Whether you fly return or one-way
• The day of the week and time of day that you fly, and even the time of year
• Where you fly from
• When you book

There are many different ways to fly around the skies, but here are some ways to bag cheaper flights :

• Use Points and Miles — If you aren’t accumulating points to fly, read this beginner’s guide to get started.
• Book as Early as You Can — Flights often significantly increase in price within 3 weeks of the departure date.
• Stay Flexible — Flights leaving on different days or at times of day can be cheaper than others.
• Don’t Dismiss Discount Airlines — Short journeys, internal flights, and even some international journeys can be way cheaper on discount, no-frills airlines.
• Sign Up and Shop Around — Sign up with airlines direct to be notified of discounts and flash sales, and be sure to check in on all airlines that fly to your preferred destination.
• Use Aggregation Sites — Sometimes this is a winner, sometimes it isn’t — but don’t be afraid to try. Sites like Kayak or Skyscanner can be good, but don’t just accept the first price they give you.
• Buy Connecting Flights — It can be cheaper to buy 2 separate connecting flights than a direct 1. Check your destination and see who stops where along the route.

Again, how much you spend on where you stay is entirely up to you. Keeping costs down can be harder in large cities or expensive beach resorts, but there are ways to rest your head without losing your mind over the cost of it all.

Whether you are going for an all-out 5-star luxury or a family-friendly motel room, there are always deals to be had. Book direct through the hotel, include weeknights or a Sunday night in your stay, and be flexible on location.

Hot Tip: A hotel just outside of town, for example, will offer more attractive nightly rates and free parking and will usually represent better value for money than a downtown hotel will.

Renting a private home or vacation apartment on a short term basis can be much more affordable than a hotel. You can also find some superb properties for rent, complete with everything you need to enjoy your stay.

Fully-equipped kitchens, parking, TVs, and even pools often come standard and depending on your destination, there are lots of great Airbnbs and other holiday rental websites available.

If you are heading to the coast, the backcountry, or just getting out into the great outdoors, camping can completely transform your experience. Many campsites come complete with showers and cooking facilities and even pools, sports facilities, and fitness centers. You can take your own tent or rent one.

Another great way to save money on accommodation is to look at hostels in the area. A far cry from old fashioned student accommodation, many modern hostels are clean, bright, and modern and offer a combination of dorm-style bedrooms and private double or family rooms with en-suite facilities.

Hot Tip: Hostels are a great way to stay right in the middle of some of the most expensive cities in the world.

Rent a Recreational Vehicle

Another great choice if you are heading out on the open road, RVs can save you a fortune as you literally take your accommodation with you. RV trips are fun, family-friendly, and provided you aren’t always in a gas station, a great way to save money on where you stay.

RVshare and Outdoorsy are 2 companies that rent out campers and RVs.

You can pretty much rent any kind of vehicle , anywhere in the world. Although if you are staying in a city, public transport is a much more useful and affordable proposition.

The same rules also apply to some intercontinental trips, as well. For example, it can be easier and cheaper to travel through Europe using trains and buses than worrying about having to take care of a car when you get there.

If you want to explore out of the way destinations, hard to reach beaches, or just like the idea of being free to come and go as you please, car hire is readily available in most corners of the world.

Before you commit to it, think about the rental fees, fuel costs, and other potential expenditures and compare the costs of using public transport in your chosen destination.

Car hire here in the U.S. will vary depending on the type of car you choose and how long you intend to hire it. Small city cars are the most cost-effective, and big SUVs, 4x4s and luxury cars can also be hired if you have deep pockets.

When it comes to car rental, keep your costs down by:

• Booking your vehicle in advance
• Looking outside the airport as you may get a better deal in town
• Choosing a practical vehicle to suit your needs, not your dream supercar
• Being aware of mileage limits and one-way fees
• Use a credit card with car rental insurance , so you can be ready to turn down unnecessary add-ons and cross-sells that you don’t need
• Making sure the vehicle is checked for damage before you take the keys
• Only hiring it for as long as you need it
• Keeping your eyes out for deals on particular types of car, and better prices for longer-term rentals

Most tourist hotspots, big towns, cities, and even some iconic landmarks will offer a wide range of public transport options to get you around. There will be more choice and more frequent services in highly populated areas, while services may become more restricted further out in the countryside or suburbs.

If you are clever, you could save yourself a small fortune by grabbing good deals on public transport, leaving you with more cash to spend on the fun things in life.

Try these to tips for traveling around town on the cheap:

• Buy daily, weekly or even monthly travel passes in advance
• Bulk buy tickets online or via an app
• Take advantage of student passes or discounted fares for families, seniors, or children
• Avoid traveling during peak commuter times
• Services like Greyhound offer cheaper fares for mid-week journeys
• Sign up for early notification of flash sales and other promotional codes and discounts

Wherever you are headed, there will no doubt be plenty of things to do and places to see when you get there. The key to not missing a single thing is researching everything before you leave.

Have a plan in place of all the activities you want to take part in and the attractions you want to see and integrate the potential entrance costs, additional fees, and other expenses into your initial budget.

With a bit of luck, you will be able to find plenty of local discounts, city passes, and money-saving ways to see all of the very best attractions at rock bottom prices.

Pick up a copy of the local listings magazine or newspaper and check out free events , as well as using the coupons and discount codes they supply for all kinds of attractions. You can also subscribe to online discount sites like Groupon to find discounted ticket prices.

Historical landmarks, museums , art galleries, theme parks , sporting events, concerts, and many more attractions often offer reduced entrance prices at off-peak times or group discounts to entice visitors in. Some even have a free entrance day once a month.

Big cities often have lots of free entertainment on offer, too. Check out the artsy districts of major cities for street entertainers and free shows. If you are heading to the beach, research costs such as sunbed rental, locker rental, and even the menus at local restaurants to gauge an idea of how much a day on the beach could potentially cost you.

If you want to try your hand at surfing, sailing, or other kinds of water sports, you may want to get back on the internet and find reduced price lessons or discounts for group bookings.

While you may have budgeted every dollar down to the last cent, you should also keep a contingency plan for some pocket money . Days out in the town, lazy afternoons on the beach, or even a trip on a planned excursion can present you with lots of little unknown expenses.

Whether you need to buy an extra bottle of water, some sunscreen for your face, or entrance to additional attractions, keeping a little cash on you is a good way to be prepared.

Large amounts of cash should never be carried about your person while you are out exploring, but a couple of dollars stashed into your pocket or travel wallet and can be incredibly useful.

In order to keep your money safe, you should:

• Never flash wads of cash
• Keep your notes and loose change somewhere safe like your inside pocket or in a money belt
• Carry small denomination notes and coins
• Understand the local currency you are carrying, so you known how much to give over when paying

Walk-around money is simply a little buffer to keep you going, but set yourself a daily budget and stick to it.

These days, almost everyone travels at some point. This means that those unusual and unique products that we used to buy as souvenirs are no longer as sought after as they once were.

Nearly every tourist destination on earth will be able to sell you tacky bits and pieces for you to take home, but savvy travelers bypass these and look for more personalized and unique mementos to take home with them instead.

Bottom Line: A t-shirt here, a guide book there, and lots of little bits and pieces in between can soon add up. Spend wisely, and if you must buy gifts and souvenirs, choose ones that have a special meaning to you, that you can treasure forever.

To help make your research easier, some clever folks who have traveled before you have made websites that can help you to research and plan every single aspect of your next big adventure and what the costs involved may be.

Budget Your Trip

Budget Your Trip is a huge repository of travel costs that have been hand-gathered from thousands of travelers, and now provides an incredibly comprehensive guide to how much your trip will really cost you.

You can create and personalize your very own travel budget once you register with the website. You can also pick up tons of top travel tips and advice for both new and experienced travelers alike.

Nomad List offers a heap of resources and information for remote workers, digital nomads, and travelers, Nomad List is designed to help users navigate the world. Find information on thousands of destinations, places to work, neighborhoods to stay, and even make new friends before you go.

A great site for anyone who wants to work and travel for longer-term adventures, you can ask questions and arrange meet-ups to touch base with other like-minded wanderers.

This clever little website has 1 goal in mind — to let you know exactly how much money you really need to stay at your dream destination. Expatistan offers direct comparisons between different locations and the website is essentially a giant cost-of-living database that is updated and improved on a regular basis.

Using collaborative information garnered from expats from all over the world, this website really will give you the lowdown of where you can, and can’t, afford to be.

Keeping track of your expenses using your bank balance alone can be a real pain. A dedicated travel money app will help you to keep control of your finances, even when you can’t check the internet. Here are some of the best:

Trail Wallet

This easy to use expense tracker is a great way to keep an accurate record of your finances on the go. Designed to be incredibly intuitive and easy to use, you can make a note of all your expenses in a way that makes the best sense to you. Set up daily spending limits, view records of your recent outgoings, and upload images of receipts for multiple trips with custom start and end dates.

Perfect for use both at home and away, this clever little app will even let you input amounts in local currencies from over 200 countries , and you can update the app with the current exchange rate.

Trail Wallet can be used on both iPhone and iPad and is free for up to 25 items, or unlock unlimited amounts for continuous travel with the $4.99 upgrade.

Trabee Pocket

Trabee Pocket is available on both iOS and Android, and you can choose between the free version or additional services in the paid-for version. Even with the basic version, you can add the details of as many expenses as you like, covering various trips and destinations. You can choose your currency, and there are 8 basic categories to file your virtual expenses under.

You can add images of the physical receipt and produce an expense report and breakdown of expenditure using the data from each category . The upgrade costs around $2.49, and you can add multiple currencies and additional customized categories.

All in all, Trabee Pocket is sleek and an easy to use app that helps you to see how much you are spending and where you are spending it.

TripCoin is a concise and easy to use app that is available on iOS only. It is free to download , and there are no upgrade options at the present time. This smart app allows you to keep tabs on your spending at the touch of a button while making is super easy to add new entries when you need to.

Summary reports can quickly be compiled to let you see progress reports and spreadsheets, and you can even export the data to Excel, Numbers, Open Office, or Google to keep your inner accountant happy anywhere in the world.

Wally was designed to help anyone to manage their finances, anywhere in the world easily. It promises to offer a simple, seamless tool that works in an intuitive way, making it super easy to keep track of your money on the move.

The basic version allows you to add details of all of your regular incoming and outgoings as well as inputting your day to day expenditure, creating groups to manage joint accounts, and splitting payments with your friends when you need to.

It can be set to your local currency and lets you divide your outgoings into easy to find pre-set categories. Available on both iOs and Android, you can upgrade to the paid-for version for $24.99 a year to enjoy unlimited trips and categories.

This is a brilliant invention for anyone traveling with friends. Available on both iOS and Android, you can download it for free, but an in-app upgrade is available to Splitwise Pro. No more scrambling around with a pen and paper to split the bill, this app allows you and your buddies to keep track of your shared expenses and balances at the touch of a button.

You can add a bill, and choose how to split it, or send text or email requests to remind your friends and family that payments are now due. You can also categorize your expenses, calculate amounts in over 100 different currencies, and even sync all of your expenditures with the Cloud.

If you want to keep a more detailed record of your accounts, this little app will also export the data into easy to read CSV reports.

Before you worry about how to manage your finances while you are away, you will need to devise a plan that gives you the funds to get you there in the first place. Unless you have been blessed with a sudden windfall or a lottery win, you will need to save your cents to achieve your goals.

Set a Savings Timeline

If you receive a regular wage, or you are able to forecast your earnings accurately, you can start to set a timeline on how long it will take you to save up for your vacation . If you put aside just $100 a month, for example, you will be able to have $1200 to play with in just a year. This amount may not pay for a new life abroad, but it could you buy a week by the ocean.

Bottom Line: Think of where you want to go to, find out how much it will cost, and then set a monthly savings goal and stick to it. Some months you may have to sacrifice on your social life or shopping habits, but it will all be worth it in the end.

Multiple Savings Accounts

Once you know how much you need to save each month, be sure to physically remove that money from your day to day bank account. Set up at least 1 separate savings account and electronically move it , or set up an automated payment to leave your regular account on payday.

Visualization

Re-train your brain to save instead of spend, and you will be able to tally up every cent you save with something amazing . Your first $150 saved, for example, could mean that you have those tickets for that boat party in Miami in the bag, or that you are on your way to paying for a 4-star hotel instead of a mid-range one.

Whether you are dreaming of trekking up the Himalayas, backpacking around Asia, Interailing through Europe , or a long-awaited family vacation, seeing what your savings can afford will super motivate you to save more.

Wherever you are planning on traveling to, being in control of your finances will make your experience even more amazing. Worrying about getting into debt on your credit cards or not having the cash in your pocket to really explore the region will ruin your adventures.

Save hard, spend well, and look for ways to save money across every aspect of your trip. Plan your spending before you go and keep track of your expenditure while you travel. There are deals to be had on flights, accommodation, food, attractions, and almost every area of your next vacation. Plan in advance and enjoy knowing that you are having the best time for less.

Frequently Asked Questions

Where can i travel with a low budget.

There are plenty of excellent places to travel on a low budget. Here are some great options:

• South Africa

How much should I budget for a trip?

There are lots of factors that make up how much you should budget for a trip. Where you are going, the time of year, your travel style, what you want to do, and how long are you going for are just some of the considerations. It’s best to work out exactly what the trip would cost, cut out anything you can do without, and go from there.

How do I stick to a budget while traveling?

The best way to stick to a budget while traveling is to keep track of all your expenses so you know exactly where you are against your budget. The easiest way of doing this is to use a travel budget and expenses up like Trail Wallet, Trabee Pocket, or Tripcoin.

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About Amar Hussain

Amar is an avid traveler and tester of products. He has spent the last 13 years traveling all 7 continents and has put the products to the test on each of them. He has contributed to publications including Forbes, the Huffington Post, and more.

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How to Plan a Trip in Excel – Part Two: Excel Details

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Welcome to part two of my Excel series where we’re going to dive a little deeper on how to plan a trip (specifically trip budgets) in Excel! If you missed part one, click here for excel basics. That post covers Excel terminology, basic functions, and common mistakes and shortcuts!

Free Travel Planning Spreadsheet!

Before we begin, I’ve created a FREE Excel trip planner for budgeting. For the first half of this post, I’ll use that as a baseline to walk you through how to plan a trip budget . So, if you haven’t already, click the image below to access the free planner. Otherwise, you’ll need to make your own spreadsheet.

The main components of creating a budget spreadsheet on Excel for trip planning are the number of people and each cost per person. The trip planner I’m sharing has everything broken down for you already. First, you want to input the number of travelers.

Then you want to input each line item expense. On my planner these are broken up into three sections: accomodation, transportation, and “other,” which includes food, activities, and anything else you want (i.e. travel insurance, etc.). Now, in each cell, you can enter in the cost and the dates. There are two sets of columns representing two locations. If you don’t need another location, just ignore the orange boxes.

The best part is next:

Once you input all your costs, the Excel spreadsheet will update the total costs for you, based on the number of travelers. If that sounds confusing, I’ll show you how I did it, so keep reading.

Changing the Spreadsheet

Adding more lines for expenses:.

First, if you need to add rows, for multiple activities or whatnot, you want to do so in a way that maintains the calculators. If you simply insert a new row, it will be blank and the calculators will not be added. So, what you need to do is highlight the row you want, copy the row, then with the row number highlighted, hit “insert copied cells.” It will add the row above the one you have highlighted.

Adding another location:

If you want to add another location, you’ll need to highlight all the cells from one location, copy them and paste them a couple columns over. The calculators will be maintained. BUT there is one important thing you need to change. The total cost at the top in green isn’t including your new location total cost. You’ll need to go into the function bar at the top and add the cell that reflects the total cost of Location 3.

For example, in the figure below, the total cost is summing F43 and L43, but not R43 (which is Location 3). To add it in, I can type  =sum(F43, L43, R43)

How to Plan a Trip: Starting from Scratch

Now if you’d rather start from scratch, let me explain how to compile your own travel budget planner in Excel. First open a new spreadsheet and give it a title so you remember what you’re doing. Similarly to above the main goal is to input each line item expense then have Excel do the math for you on a total budget, cost per person, or something similar. I will say that I tend to run away with the planning process and my spreadsheets get CRAZY. I once planned a European backpacking trip that we never took and just look at this Excel Spreadsheet. It should come with its own interpreter. My point is that your spreadsheets don’t always need to look beautiful. The goal is that they will do the math for you and keep your budget organized so you don’t end up saving up too little or not realizing what your options are.

Whether you’re starting from scratch or using my free budget planner, I recommend learning how I set it up so that if you need to change the calculators you know how!

Math that you need

First you’ll need to take sums to get the total cost. I went over how to do this in Excel Basics, but for a refresher you’ll need to type in  =sum()  and in the parenthesis you’ll either type or highlight the cells you want to add together.

Other common equations and functions you’ll need:

Total cost = (Cost per night)*(# of nights)  which in Excel in the cell you want the total cost to appear, you’ll type =(Cell1)*(Cell2) where for each cell you’ll type in the letter and number (ex: B2) or you’ll highlight the cell. This is useful if you want the total cost and you only have a cost per person or a cost per night, like airfare and hotels, respectively.

Cost per person = (Total Cost)/(# of travelers)  which in Excel is similar to the above. In the cell where you want the cost per person to be, you’ll type  =(Cell1)/(Cell2) 

Summary of Steps:

1 Open a fresh Excel spreadsheet and name it accordingly

2  Enter each line item expense with a name in one column and a cost in the next column over

3 Somewhere on your spreadsheet denote the number of travelers

4 Use the above equations to calculate total costs, costs per person, etc.

* Feel free to make notes on your spreadsheet. I find that the most helpful trip planners are more than just the expenses. I usually write down flight info, tour times, the rental car company, hotel name and address, and anything else I feel like I need. It helps me to know that everything I need will be in one place.

This is the basis for how I plan a trip in Excel! I hope you found this two part series helpful and I hope that moving forward, you can see Excel as a great tool, rather than some scary math machine. If you have questions, shoot me a comment!

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Too much too fast?

Head to Excel Basics to read my guide for beginners. Then come back so you can learn how to plan a trip!

My Travel Essentials

• Travel Insurance  – Going on an international trip? Don’t forget travel and medical insurance with SafetyWing .
• Travel Card  – If you’re new to travel hacking, fear not! My favorite card for beginners gives you $750 in rewards when you spend $4,000 in the first 3 months, plus lounge access, 10x points on hotel bookings, and free TSA pre-check!
• Get Your Guide  – Check out Get Your Guide for a one-stop-shop for booking travel activities.
• Booking.com  – This is my favorite hotel search aggregator, specifically for reading reviews. On Booking.com , the reviews can be searched for keywords like WiFi, breakfast, pool, amenities, etc.! So helpful!
• Anti-pickpocket bag – Worried about having your valuables swiped? PacSafe makes the best travel bags with zippers and straps that lock and with mesh steel enforced fabric.
• Merino Wool  – Where are my chronic over-packers? Merino wool is the material you’ve been looking for. It’s naturally anti-microbial, so you can rewear it…so, less clothes to pack! I’m a fan of WoolX Merino .
• Give the Gift of Travel  – This is the perfect gift for travelers in your life! Tinggly allows you to gift experiences around the world, perfect for birthdays, weddings, or anniversaries.

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Alanna Koritzke

Recent PhD graduate and hyper-planner of Periodic Adventures, my goal is to share travel inspiration, budget tips, detailed guides, and fun travel stories!

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This is such a helpful guide, I love using a spreadsheet to plan my trip! Will upgrade that planning with these tips!

I’m so glad! Spreadsheets are awesome!

justchasingsunsets2017

This guide is awesome! I’ve wanted to get better at planning my trips so I don’t always blow my budget, I’ll try this on the next one!

I hope it helps keep you on track. Budgeting can definitely be tricky.

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Plan a trip or a vacation

From international trips with friends to a weekend getaway with family, different trips require different plans. With so many moving parts, it’s easy to get lost in the details. This is where we come in. Use the Microsoft apps and services you know and love to get you organized, so you can spend less time planning and more time having fun.

Brainstorm ideas for a group travel vacation

Roll call! Planning a trip with others is a group effort. From brainstorming together to narrowing down availability, wrangling people to make a decision can feel like herding cats. Instead of dealing with long email chains or disorganized text message threads, rely on the apps, products and travel templates from Microsoft to help.

A digital binder to store everything

With OneNote, you can easily keep everything you need for your trip, organized and with you. Create sections for different needs such as brainstorming, travel notes, itineraries, and more.

You can access it from anywhere you've got an internet connection... and it's free!

"I just love having EVERYTHING in one place."

Tip:  Consider seasonality and special needs Popular events might mean higher prices and crowds. Consider these factors for people who may have special needs in your group. For example, an elderly person may have difficulty with mobility where a large event is taking place.

When traveling in a group, it's important to be aware of everyone's needs. From emergency contact info to allergies, each person should fill out an emergency info and make them accessible to the group, just in case. You can use one of these list templates on Microsoft Create.

Tip:  Get to know the culture Traveling internationally? Be mindful of the customs, traditions, and common laws of the country you're visiting. Researching these can go a long way to make sure you’re being respectful and safe.

Budget for the group vacation or trip

Dealing with money can be a fickle thing… especially among friends and family you’re traveling with. Whether you’re planning a short trip or a long excursion, planning a budget and keeping track of expenses is important to ensure you don’t overspend while having fun. With these budgeting and budget tracking tools , you can skip the bickering and focus on enjoying your time instead.

How much do you want to spend on your trip? Depending on the needs of the trip and your personal preference, where you want to invest your money matters.

Tip:  Check your own finances first This may feel like common sense, but it's easy to be swayed by a group. Take a look at your own finances first and make a decision on what your limits are and consider what is important to you. For example, if you're a foodie, you might want to take a cheaper airline in order to splurge on food.

Tip:  Make agreements before the trip It may be an uncomfortable conversation to have, but agreeing as a group ahead of time can save a lot of potential arguments later. For example, does everyone pay an equal %? Does one person pay for transportation and another pay for lodging?

"I'm just glad there's no more bickering about who spent how much more..."

Create the perfect travel itinerary.

This is the fun part—well, at least the fun part of planning. Creating an itinerary is all about discovery and seeing the potential of what your vacation can be. A hotel in a great neighborhood, top-rated restaurants nearby, iconic destinations, and more. There’s so much to find (and organize)... if only there was a single place to do it. Oh wait, there is.

Tip:  Different vacations require different needs International trips may require a visitor’s/tourist Visa. You’ll need to research this in advance and make sure you request one in time for your trip.

"I never thought that all I would need to plan my roadtrip would be Bing!"

Tip:  Schedule time for nothing It may seem counter-intuitive… but pick an interesting area and give yourself time to wander. You never know what hidden gems you might find when you slow down and take in the sights around you.

Tips before you leave on a group vacation

Flights and lodging booked, restaurants reserved, tickets purchased… You’ve got everything ready. Or do you? If you’ve ever felt that nagging sensation of “I think I forgot something” you know just what we’re talking about. Get a second opinion to help make sure you’re totally prepared for your trip with these handy tools.

Break the language barrier

If you're going to a destination where you don't speak the language, it can no doubt be a little daunting. With a little help from Microsoft, you can turn your phone into a live translator to help you navigate unfamiliar places. The Microsoft Translator app can translate text, speech, and images such as menus and signs. It can also help you speak like a local by hearing your translated phrases to help you with pronunciation.

Tip:  Traveling with pets Different airlines have different pet policies. Research in advance what pet policy your airline has, as they might have breed restrictions or health policies. Most of all, make sure your furry companions are comfy for the flight, with plenty of food and water.

Tip:  Traveling with the elderly or children Make sure to bring proper identification, weather-appropriate clothes, any medication, and brief them on how to contact someone in case of emergencies. Depending on the type of trip, you might also want to consider travel insurance or other safety precautions.

Create and share vacation memories

When you get back from your adventure, the first thing you want to do is share the amazing memories you've made... but before you do that, you'll want to make sure you have all the photos that were taken on the trip available to you.

One place to store it all

You can create a folder that's shared only to those in your travel group. You can add all your pictures there and they can upload theirs as well. It's a super simple way of making sure everyone can share photos with each other.

With tons of photos you can now dive into creating a story to share with friends and family!

Tip:  Make your shared OneDrive folder before you leave This makes it easy for everyone to upload photos during the trip, so you don't need to wait for them all at once!

"Sway is so pretty... I can't get over it. I made one for my honeymoon and my parents will STILL look at it!"

Tip:  Tell a story with more than pictures When creating a memorable photo book or story, it's important to remember the details. Share tidbits you learned during your experience to help your vacation story come alive!

With lots of templates and Design Ideas that intelligently help you create layouts that meet your needs, PowerPoint can be the ultimate digital photo album tool.

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Finance Microsoft Excel

11 minute read

How to Use Excel to Manage Your Travel Budget

Eliza Medley

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Crafting the perfect travel spreadsheet transforms trip planning into a seamless experience. It tailors your itinerary to match your travel whims while effortlessly adapting to changing plans. Let's discuss how to use Excel to manage a travel budget.

How to create the ultimate travel spreadsheet

Here is a simple guide to creating a travel spreadsheet.

Set up your Excel spreadsheet

Follow these steps to create a new spreadsheet:

• Open Excel. Launch Microsoft Excel on your computer. You can typically find it in the Microsoft Office suite or as a standalone application.
• Create a new spreadsheet. Once Excel is open, click on "File" in the top-left corner. Select "New" and then choose "Blank Workbook" to start with a fresh spreadsheet.
• Familiarize yourself with the interface. Take a moment to familiarize yourself with the Excel interface. You'll see a grid of cells arranged in rows and columns.
• Create sections for clarity. Label the first few rows for specific sections. For example, use the first row for titles like "Date," "Expense Category," "Description," "Amount," and "Balance."
• Format for readability. Adjust the column widths to accommodate your labels and make the spreadsheet visually appealing. Consider using bold fonts or shading for headers to distinguish different sections.
• Reserve space for totals. Dedicate a section at the bottom for total expenses, income, and the remaining budget. Excel will do the math for you later.

You've now set up the foundation for managing your travel budget in Excel.

Track expenses

Now that you've established the groundwork for your travel budget spreadsheet, it's time to delve into the crucial task of tracking your expenses efficiently.

• Create a column for expense categories. In the "Expense Category" column you created earlier, list the categories that align with your travel plans. For instance, if your trip involves flights, include a category for "Transportation".
• Customize categories to suit your trip. Tailor the categories based on your unique itinerary. If you plan to indulge in specific activities, create categories accordingly.
• Enter each expense. With your expense categories established, it's time to start logging individual expenses.
• Fill in the details for each expense. In the rows beneath your category labels, start entering the details of each expense. Include the date, a brief description, and the amount spent in their respective columns.
• Be detailed and accurate. The more detailed your entries, the better you can analyze your spending later. Instead of a generic "Food", specify if it was a restaurant meal or grocery.
• Utilize the SUM function for totals. Click on the cell where you want the total to appear (e.g., the cell beneath the "Amount" column for each category). Use the formula =SUM(range) to add up all the expenses within a specific category. Replace "range" with the cells containing your expense amounts.

By following these steps, you've successfully set up your Excel spreadsheet to track expenses for your upcoming trip.

Budgeting for your trip

Now that you've diligently tracked your expenses , it's time to take control of your travel finances by setting a realistic budget for your trip and allocating funds strategically.

• Establish your total budget. Decide on the maximum amount you're comfortable spending during your trip. This includes all anticipated expenses, from accommodation and transportation to meals and activities.
• Enter the total budget in your spreadsheet. Designate a cell in your spreadsheet, perhaps at the top, to enter your total budget. This serves as your financial anchor throughout the trip-planning process.
• Distribute the budget among categories. Allocate a portion of your total budget to each expense category. For example, if you've budgeted $1,000 for your trip and plan to spend more on activities than accommodation, adjust the allocation accordingly.
• Monitor category budgets. Regularly check your category budgets as you enter expenses. This will help you stay on track and make adjustments if necessary.
• Be realistic and flexible. While setting a budget is essential, it's equally crucial to be realistic and flexible. Unexpected expenses may arise, so allow some flexibility in your allocations.
• Consider contingency. Include a contingency or buffer in your budget to account for unforeseen expenses. This ensures you're prepared for unexpected costs without derailing your entire budget.

By setting a total budget and strategically allocating funds to different categories, you've taken a significant step toward financial planning for your trip.

Tips and tricks for managing your travel budget in Excel

Now that you've set up your Excel spreadsheet to manage your travel budget, let's explore additional tips and tricks to maximize Excel's features.

Tip 1: Use conditional formatting

Conditional formatting is a powerful tool in Excel that allows you to visually highlight specific cells based on their values. How to apply conditional formatting to expense totals:

• Select the cell containing the total expense for each category.
• Navigate to the "Home" tab, click on "Conditional Formatting," and choose a relevant option, such as color scales or data bars.
• This visual representation makes it easy to identify categories where you may need to reconsider your spending.

This can help you quickly identify budget exceedances or areas where you may overspend.

Tip 2: Regularly update your spreadsheet

Consistency is key to effective budget management. Make it a habit to update your spreadsheet regularly to ensure accurate and up-to-date financial information. You should:

• Set a schedule for updates. Establish a routine for updating your budget, whether it's daily, weekly, or bi-weekly. Consistent updates help you stay on top of your financial situation.
• Document expenses promptly. Record your expenses as soon as possible to avoid forgetting or misplacing receipts. This practice ensures that your spreadsheet reflects the most accurate information.

Tip 3: Include contingency in your budget

Unforeseen expenses are a part of travel. Including a contingency in your budget helps you account for unexpected costs without jeopardizing your overall financial plan.

You should allocate a contingency fund. This can act as a safety net for emergencies or unexpected opportunities that may arise during your trip. If you dip into your contingency fund, be sure to update your spreadsheet accordingly. This adjustment ensures that your remaining budget accurately reflects your financial situation.

Tip 4: Leverage Excel's graphs and charts

Excel offers various tools for visual representation, such as graphs and charts . Utilize these features to gain a more insightful overview of your budget trends:

• Select relevant data in your spreadsheet.
• Navigate to the "Insert" tab and choose the type of graph or chart that best represents your data (e.g., a pie chart for expense categories).

Visualizations can provide a quick and easy way to understand your budget distribution.

Make use of Excel templates

Here is how you can use Excel templates to manage your your trips like a pro.

⭐ Organize a meal plan

To keep track of your nutrition on the trip, you can create a table or download a ready-made one. Click the File - New tab and choose from one of Meal Planner templates.

Excel spreadsheets make it easy to plan your daily trip menu and count calories, proteins, fats, and carbohydrates. Search for " Food " within the templates and you will find not only templates for managing your grocery budget, but also the immensely popular calorie-counting logs.

These spreadsheets are designed so that if you exceed the norm, you'll immediately see the deviation. They use basic yet popular Excel functions , including IF and SUM to summarize the details entered. For convenience, there are drop-down lists and visual chart effects.

⭐ Check your car costs

To find out the cost of a car for the trip, you need basic skills in MS Excel to create your own budget or expense tracker. Skills like creating dropdown lists , using the SUBTOTAL function, and working with Excel Tables will come in handy.

Download this template

We've done most of the work for you. Just customize this free template to suit your needs.

Enter the data with detailed descriptions. As a result, you will understand what the most expensive items of car usage consist of and will be able to optimize your expenses. Statistics throughout the trip will help you plan your budget.

Suppose you go for a trip for a month with your own car. In that case, you can expand the template. You can include the cost of insurance, spare parts, technical inspections, tire fitting, and other minor expenses.

This way, you can find out how much the full cost of car maintenance costs you on your trip.

⭐ Calculate your travel budget

Buying cheap airline tickets is half the battle. Include all expenses in your travel plan to avoid flying off into the unknown.

If you search for " Trip planner ", you will find several templates for entering trip details and all expenses.

Take charge of your journey

Mastering your travel budget with Excel can be a game-changer in ensuring a financially stress-free and enjoyable trip. The step-by-step guides provided in this article empower you to take control of your finances and personal life, allowing for informed decisions and flexible adjustments as needed.

Looking for  free Excel templates for business ? We have templates for project management, finance, invoicing, and more. Get skilled-up with our  Excel courses  no matter where you are on your Excel journey.

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Eliza Medley is an experienced writer and psychologist. She is actively interested in management, new technologies, and writing motivational articles. She also loves catching up on modern trends. She inspires people to learn new things and reach new heights with her work. In case of any inquiries or suggestions kindly reach out to her at [email protected].

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How to Prepare a Vacation Budget in Excel (with Easy Steps)

In this article, you will learn about three quick steps on how to create a vacation budget in Excel. We will be using the Microsoft 365 version; however, you can use any version of Microsoft Excel and follow this tutorial.

Step-by-Step Procedures to Prepare a Vacation Budget in Excel

There are three easy steps to create a vacation budget in Excel. Firstly, we will set up the dataset. Secondly, we will enter the estimated and actual values. Lastly, we will create a pie chart to visualize the category-wise expense distribution.

Step 1: Setting Up Dataset

We will enter the required columns and fields in this first step. There will be two tables and four columns each. The first table, which is the main budget table, consists of “Group”, “Estimated”, “Actual”, and “Difference” columns. Then, we have the helper table to show the detailed expenses for the groups in the main table.

• Firstly, type all the following fields in the Excel sheet.

• Secondly, type the classification of the expense in the “Group” column.
• Thirdly, type all the estimated values in the next column.

• Lastly, type the breakdowns of the expense groups in the lower table.

Read More: How to Make Food and Beverage Budget in Excel

Step 2: Calculating the Values

We will use the SUMIF and SUM functions in the second step to calculate the actual expenses and total value, respectively. Moreover, we will  use the Fill Handle to fill the formulas into the relevant cells. Additionally, we will also use the fixed cell reference in our first formula.

• To begin with, type the following formula in cell D5 and AutoFill the formula into the rest of the cells downward.

=SUMIF($C$15:$C$23,B5,$D$15:$D$23)

Formula Breakdown

• This function returns the total value from a range of cells for a condition in Excel.
• Firstly, we are applying the condition to the cell range C15:C23 .
• Secondly, the condition is that the above range needs to equal the value from cell B5 . This means we are aggregating the values from the group “Transportation”.
• Lastly, we have set the cell range D15:D23 as the sum range.
• Next, type the following formula to return the difference between the forecasted and actual values.

• Finally, press ALT+= to calculate the total values. Then, drag the Fill Handle to the right side to fill that formula.

=SUM(C5:C10)

• This will complete our vacation budget and the final output will look similar to this.

Read More: How to Create Budget and Expense Tracker in Excel

Step 3: Creating Doughnut Chart

In the last step, we will create a doughnut chart to visualize the actual expense breakdown. We will select the cell range first. After that, we will bring up the Insert Chart window. Finally, we will select the doughnut chart from the pie chart section in Excel. Without further ado, allow us to demonstrate how to carry out these.

• Firstly, select the cell range B4:B10 and D4:D10 by holding the CTRL key and dragging with the mouse.
• Secondly, from the Insert tab, select Recommended Charts .

• Then, the Insert Chart window will pop up.
• Next, from the All Charts tab, select Doughnut from the Pie chart section and press OK .

• Therefore, a basic doughnut chart will appear.

• Now, after a few modifications, the doughnut chart will look better. We can see that most of the actual expenses are spent on transportation.

Read More: How to Create Renovation Budget in Excel

Road Trip Budget Template

Now, we will show you quick steps on how to create a road trip budget template in Excel. This process is similar to the vacation budget template. Firstly, we will prepare the relevant details for the road trip budget. Then, we will input the expected and actual expense amounts. Lastly, we will deduct these values to return the difference between them.

• Firstly, type the following fields for data input.

• Then, type the details of the activities in column B .

• After that, type the estimated and the actual values in that road trip budget template.

• Next, select the cell range E5:E17 and type the following formula.

• Then, press CTRL+ENTER .
• Afterward, type another formula in cell C18 and fill that formula into the next two cells.

=SUM(C5:C17)

• After doing all of the above steps, it will complete the road trip budget template in Excel.

Read More: How to Create Actual Vs Budget Variance Reports in Excel

Download Practice Workbook

You can download the Excel file from the link below.

Creating Vacation Budget.xlsx

We have shown you quick steps on how to prepare a vacation budget in Excel. If you face any problems regarding these methods or have any feedback for me, feel free to comment below. However, remember that our website implements comment moderation. Therefore, your comments may not be instantly visible. So, have a little bit of patience, and we will solve your query as soon as possible.

Thanks for reading, keep excelling!

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Rafiul Haq worked as an Excel and VBA Content Developer in Exceldemy for over two years and published almost 200 articles for the website. He is passionate about exploring new aspects of Excel and VBA. He received his Bachelor of Science in Mechanical and Production Engineering (MPE) from the Islamic University of Technology. Rafiul furthered his education by obtaining an MBA in Finance from the Institute of Business Administration (IBA) at the University of Dhaka. Apart from creating... Read Full Bio

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• Travel budget

Travel Budget Excel Template: Your Ultimate Guide To Saving Money On Your Next Trip

• 1.1 Benefits of Using a Travel Budget Excel Template
• 2.1 Tips for Saving Money on Your Trip
• 3 Final Thoughts

Why You Need a Travel Budget Excel Template

Planning a trip can be exciting, but it can also be overwhelming when it comes to managing your finances. That’s where a travel budget Excel template can be a game-changer. With this handy tool, you can easily track your expenses, set a budget, and stay on top of your spending while on the road. Whether you’re a seasoned traveler or a first-timer, using a travel budget Excel template will help you make the most of your money and ensure that you don’t overspend.

Benefits of Using a Travel Budget Excel Template

1. Easy Organization: With a travel budget Excel template, you can keep all your travel expenses in one place. From flights and accommodation to meals and transportation, you can easily track how much you’re spending on each category and see a breakdown of your total expenses.

2. Real-Time Updates: Unlike using pen and paper, an Excel template allows you to make changes on the go. You can update your expenses as you go along, ensuring that you always have an accurate picture of your spending.

3. Visual Representation: Excel templates often come with graphs and charts that provide a visual representation of your expenses. This can make it easier to identify areas where you may be overspending and adjust your budget accordingly.

How to Use a Travel Budget Excel Template

1. Download a Template: Start by finding a travel budget Excel template that suits your needs. There are many free options available online, or you can create your own from scratch.

2. Customize the Template: Once you have downloaded the template, take some time to customize it to fit your specific trip. Add or remove categories as needed, and adjust the budget limits to match your financial goals.

3. Enter Your Expenses: As you start your trip, enter your expenses into the template. Be sure to include everything from accommodation and transportation to meals, activities, and souvenirs. Remember to be as detailed as possible to get an accurate picture of your spending.

4. Track Your Spending: As you go along, keep track of your spending by entering the amounts into the template. This will help you stay within your budget and avoid overspending.

5. Review and Adjust: Regularly review your expenses and compare them to your budget. If you notice that you’re exceeding your limits in certain categories, consider making adjustments to your spending habits or reallocating funds from other categories.

Tips for Saving Money on Your Trip

1. Be Flexible with Dates: Traveling during off-peak seasons or on weekdays can often result in significant savings on flights and accommodations.

2. Look for Deals and Discounts: Take advantage of websites and apps that offer discounts on flights, hotels, and activities. Sign up for newsletters and follow social media accounts of airlines and travel companies to stay updated on the latest deals.

3. Cook Your Own Meals: Eating out can quickly add up, especially in touristy areas. Consider staying in accommodations with a kitchenette and cook some of your meals to save money.

4. Use Public Transportation: Instead of taking taxis or renting a car, opt for public transportation whenever possible. It’s not only more cost-effective but also a great way to experience the local culture.

5. Prioritize Your Experiences: Instead of trying to do and see everything, focus on the experiences that matter most to you. By prioritizing your must-do activities, you can avoid spending money on things that don’t align with your interests.

Final Thoughts

A travel budget Excel template is a powerful tool that can help you save money and make the most of your travel experience. By keeping track of your expenses and staying within your budget, you can have peace of mind knowing that you’re not overspending. So, before your next trip, be sure to download a travel budget Excel template and start planning your finances in advance. Happy travels!

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All About Planners

Printable planners to organize your home, business and life!

March 5, 2019

How I use Excel to organize all my travel plans (research, itinerary, hotel, tours, bookings, packing list etc.)

I’m off to Europe later this year! This is the biggest trip I’ve done to date – almost 7 weeks. I’ve used various methods for travel planning in the past including a printable planner , bullet journal and attempted to (but quickly abandoned) various travel apps.

For this trip I wanted something I could use to keep everything in the one place. Enter: Excel spreadsheets!

I started out with a budget spreadsheet and ended up with a few spreadsheets to organize  everything: 

1. Handy info reference page 2. To do list 3. Budget 4. Attractions (and their cost) 5. Itinerary by Month 6. Itinerary by Week 7. Flight Comparison 8. Accommodation Comparison 9. Car Rental Comparison 10. Transfer comparison 11. Tour comparisons 12. Travel insurance 13. Spending Tracker 14. Before We Leave Checklist 15. Packing List 16. Outfit Planner

The spreadsheets can be used for any / every domestic and international trip. I also used these spreadsheets for a quick 10 day road trip around New Zealand and they worked great – simple, quick and easy – I wish I thought to use Excel for trip planning sooner!

Here’s a look into my trip planning process – I hope it gives you a few ideas!

To enlarge the screen of the video, click the square icon in the bottom right hand corner of the video (it will say ‘full screen’ when you hover your mouse over the icon).

Subscribe to my YouTube channel for more planning videos

If you’d like a copy of my travel planning spreadsheets, they’re available in my online store and Etsy shop.

Handy Info reference page

I find this overview page helpful as a catch all for that random info that doesn’t really have a place e.g. the dates we’re leaving, how much annual leave each person has and what dates (if coordinating multiple schedules), what currencies are needed etc.

Since I’m travelling with others I included a column to put who is responsible for planning what. I color coded by country e.g. yellow = Finland.

This spreadsheet is specifically for things to book, research or check. I created a separate spreadsheet with things to do before we leave e.g. convert currencies, print itinerary, apply for visa etc.

I wanted to compare budget versus actual and have the totals for each travel expense automatically calculate. So what tool could be more perfect than Excel? This is the reason I ended up creating spreadsheets for everything in Excel – I already had the budget so figured I may as well keep everything in the one place.

There are pre-filled expenses (and space to add your own) for:

• Accommodation
• Tours & attractions
• Contingency

Itinerary by Month

This is one of my favorite spreadsheets and the one I go to first when planning a big trip. I can see the entire holiday in front of me. A great overview page.

Excel makes it easy to rearrange things too – just cut and paste.

I always color code my itineraries – it makes it much easier to follow. I can also see if I’m spending too much time in one place. I typically try not to spend more than 5 days in one country per trip so it doesn’t get too same same and because there’s so many places to see!

Itinerary by Week

Since Europe is a big trip I’ve opted to use Visit a City. However I created a weekly itinerary spreadsheet for my recent New Zealand road trip. Visit a City, like the name suggests, only has cities as it not ideal for planning road trips. This spreadsheet is a good overview if you don’t want to schedule things out in 30 minute timeslots (like I do with the Visit a City tool).

Related:  How I use Visit a City for trip planning

Flight Comparison

I wanted a spreadsheet to compare flight times and flight prices. I know there are online tools like SkyScanner but print outs from websites are never formatted nicely and to be honest I’d never look at them again. I wanted one place to compare everything so I had separate lines for each route and each airline I was comparing. I much prefer this format for quick and easy comparison.

This is the finished product after I’ve chosen (and booked!) the flights. I deleted all of the ones I didn’t book (so this spreadsheet was a lot more messy when it was a work in progress!)

Accommodation Comparison

I’ll be doing another post here on the blog with my process for choosing a hotel but this is the spreadsheet I use to organize it all:

There’s lots of info to keep track of and with multiple destinations it’d be impossible to remember them all. I enter in about 3 – 4 hotel options in each destination (color coded of course!) and then can compare. Once I’ve chosen and booked the hotel, I delete the others from the spreadsheet (you could also hide the cells if you want backup options / something goes wrong once you get there and the hotel has overbooked etc.)

If you’re doing a road trip and need to know which have parking included for free you could type over the ‘luggage storage?’ heading and replace it with ‘parking?’ (or just put if it has parking in the notes column).

Attractions

While researching what attractions I want to go to, I also record the cost (rather than wasting time going back to check). By recording the cost I can also check if I’m over or under-budget. I usually come up with a big list and then may scrap things. Note that the attractions list is different to the tours list. The tours spreadsheet I use for half day and full day organized trips, the attractions list is things like boat cruises, paid viewpoints, museums etc.

This spreadsheet is also useful for working out whether a city pass / discount cards are worth the money.

You could put the opening hours in the notes section but Visit a City automatically keeps track of this for me so I didn’t bother.

Still a lot of things to add for this trip!

Tour comparisons

I use these for day trips. Viator (not sponsored) is my go to for day trips. It gives me ideas of what’s popular and I also use it to compare whether it’s cheaper to get there myself (e.g. train) or if I should join an organized bus tour.

Transfer comparison

Keep track of all your transport:

• To and from airports
• Day trips e.g. train
• Bus transfers between cities
• Number of underground trips e.g. how much to pre-load on an Oyster card in London
• Compare the cost of buying one off tickets versus a 24 hour pass

I’ve found this really helpful for comparing whether it’s more cost effective to get the train and do a day trip ourselves instead of joining an organized tour.

Car Rental Comparison

I don’t need this spreadsheet this time around – no way am I brave enough to drive in Europe especially if I’m going to places where the road signs are in another language!

I did use this spreadsheet for my New Zealand road trip – the column / table format makes it really easy to compare different quotes.

Travel insurance

Self explanatory. I do my comparison in this spreadsheet recording things like the excess, how much medical cover is included, whether I need to pay extra to insure my laptop etc. Once I’ve chosen I highlight in bold. Or you could just delete the rows.

Spending Tracker

If you’re travelling by yourself, use these to record your spending as you go. I.e. stop trying to piece together receipts and bank statements when you get back (especially if you’re traveling for work)

Traveling with friends or family? Don’t worry about trying to split the bill at dinner – record who paid for what in the spending tracker

Before We Leave Checklist

I transferred my printable before we leave checklist into Excel and since I’m travelling with up to 3 other people for parts of this trip, added a column for who is responsible.

Packing List

Pre-filled but with space to add your own. Conveniently categorised into: – Documents to Take – Essentials – Clothes – Toiletries – Miscellaneous – Kids

Outfit Planner

I feel the cold so like to be prepared for all weather conditions. But I also don’t want to overpack (gotta leave room for chocolate and stationery). So instead of trying to remember what the temperature will be at each place, I created this spreadsheet.

Record the high and low temperature, as well as the usual number of days rain during the month you’re visiting each destination. Now you have a good idea what weather to pack for.

It may seem like a lot of spreadsheets but it’s so much less stressful with everything organized and color-coded in the one place for quick reference. I’ve found travel planning peace <3

About the spreadsheets:

• Add and delete columns as you please
• Formulas are already set up e.g. budget spreadsheet
• Filters (e.g. by city or country)
• You can print the spreadsheet when you’re finished
• Since you’ll be doing your hotel research using a computer it’s convenient to pop it straight in digitally
• Because it’s digital you can email yourself a copy for backup and don’t have to worry about losing paper
• You can adjust the spreadsheets
• Dates pre-fill on the itinerary spreadsheets
• Keep all your research organized and in the one place – the spreadsheet is set up for easy comparison

See Part 2 of my itinerary planning process + the other half of my travel itinerary template in this post.

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Download Travel Budget Template In Excel

• Budget , Event Budget , Excel Planners , Excel Templates

Download the Travel Budget Excel Template to Plan for Your Next Adventure

If you’re looking for an efficient way to plan for your upcoming travels and manage your expenses, our Travel Budget Template in Excel Sheet is the perfect tool for you. This template is designed to help you keep track of your travel expenses, categorize them in broad categories, and present them in a graphical format. With this template, you can easily monitor your expenses and ensure that you stay within your budget.

Efficient Expense Management

The Travel Budget Template is an efficient way to manage your travel expenses. The template is easy to use and allows you to track your expenses in a user-friendly way. By categorizing your expenses into broad categories, you can quickly see where you are spending the most money and make adjustments to your budget if necessary. With this template, you can save time and avoid the hassle of manually tracking your expenses.

Graphical Presentation

The Travel Budget Template gives you a graphical presentation of your expenses, which makes it easier to visualize your spending. The template uses graphs and charts to display your expenses by category, so you can easily see where your money is going. The graphical presentation makes it easy to identify areas where you can cut back on spending or adjust your budget.

Categorize Your Expenses

The Travel Budget Template allows you to categorize your expenses into broad categories such as transportation, accommodation, food, and entertainment. This categorization makes it easy to see where you are spending the most money and identify areas where you can reduce your spending. By keeping your expenses organized and categorized, you can make better-informed decisions about your spending.

In conclusion, our Travel Budget Template in Excel Sheet is an essential tool for anyone planning a trip. It is easy to use, provides a graphical presentation of your expenses, and categorizes your expenses into broad categories. With this template, you can efficiently manage your expenses and stay within your budget. Download the template today and start planning your next adventure with confidence.

Download this Travel Budget template in Excel Format

Our easy to use editable Excel templates and save your significant amount of time and effort. Here’s how to download and use one of our templates:

Download this free Excel Template : Once you’ve browsed through our collection of templates and find the one that best fits your needs. Once you’ve found the template you want, click on the download button.

Replace sample data with your actual data: Once the template is downloaded, open it in Excel. You’ll see that it is already set up with sample data. To start analyzing your own data, simply replace the sample data with your actual data.

Customize the template: Our templates are completely editable, which means you can customize them to fit your specific needs. For example, you can change the formatting, add or remove columns, or create new charts and graphs.

Use the Excel template: Once you’ve fed in your data and customized the template, you’re ready to start using it for data analysis. Use the various tools and features of Excel to analyze and visualize your data, and make informed business decisions.

Save and share: Once you’ve finished working on the template, save it to your computer and share it with other members of your team or stakeholders as needed.

Click Download Button To Get Travel Budget Excel Template

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Travel Budget Template

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Budget Templates

18+ travel budget template in google docs | google sheets | ms excel | ms word | numbers | pages | pdf.

Organizing for a trip or vacation is the most tedious thing to do. Travel budgets will help you determine, in advance, whether you have enough money to spend on your vacation. Travel budgets that excel in saving money should include the expected expenses such as food, accommodation, leisure activities, transportation, and other miscellaneous items. These budget templates help you make and organize your expenses in a way you can save more money before and also, after your trip.

Travel Budget Template

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More in budget templates, travel and entertainment expense budget template, travel budget quotation template, travel agency budgeting template, travel and accommodation budget template, travel presentation template, peru tour recommendations presentation, travel presentation, annual travel budget template.

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Travel Budget Template

Whether you’re a professional travel agent, managing the company travel budget, or a very diligent family trip planner, manage your budget in a professional online spreadsheet with Jotform’s free Travel Budget Template! To get started, fill out the attached form with your budget for expenses like transportation, food and drink, lodging, insurance, event tickets, and more. The info will auto-populate in your spreadsheet, which you can view and manage on any device.

Want to see your information in a different way? Feel free to customize the spreadsheet by adding new rows, columns, tabs, and color-coded labels, or switch to card or calendar view to review your budget by date or spending type. And if you’d like to add up your totals, do it automatically with Jotform’s formula calculation feature! No more pen-and-paper budgeting — get professional and manage your budget online with this free Travel Budget Template.

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Track your expenses and manage your budget online with Jotform’s free Budget Sheets! Whether you’re managing balances for your business or keeping track of payments at home, expertly manage your budget in a professional online spreadsheet. Start by choosing a template below that most closely matches your needs — then customize it with our user-friendly interface and fill out the attached form to auto-populate your spreadsheet. You can even download your spreadsheets as PDF, CSV, or Excel files or share them with your coworkers or family members online!

Customizing your chosen Budget Sheet template is easy — in just a couple of clicks you can add new rows and tabs, update label names and colors, rearrange the layout, and choose to view your data in spreadsheet, card, or calendar format. If you’d like to add up totals fast, do it automatically with our quick calculation feature! No matter what kind of budget you’re in charge of, Jotform’s free Budget Sheets make it easier than ever to record payments and manage your amounts on any device.

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Free travel budget templates and worksheets (excel).

Travelling can be exciting and thrilling because it is a way to meet new people and see a whole different way of life. Also, it can help create new experiences for you and expands your worldview beyond what is within your immediate reach. You may want to travel for different purposes such as relaxation, tourism, or to get away from the hustle and bustle of your life.

Irrespective of why you are going on a trip, you must prepare adequately by having a travel budget. This article is filled with information to help you correctly carry out this preparatory step before you embark on a trip. This article will outline what your travel budget should include and provide you with a travel budget template.

Pre-budgeting Considerations

Before going on a trip for any reason, there are specific basic steps to consider.

They include the following considerations:

• Determine what you can afford: There is a need to estimate how much money you have available for the vacation because of the expenses you’ll have to incur before, during, and after your trip. Therefore, it is advisable to go with whatever travel package and location is within your financial capability. But, on the other hand, there is no need to go overboard and get yourself into debt because of a trip.
• Get advice from friends and family: Asking for important information and reviews from family and friends who may have visited your intended location will also help your preparatory steps. Answers to various questions about your destination that you will find on the internet can be complemented by first-hand information from your friends and family members who may have visited that place previously. Information from acquaintances about accommodation, food, security, etc., may be more trustworthy.
• Save some money: Travelling comes with many expenses, and you must be willing and ready to save a reasonable amount of money if you want to have a great and memorable trip. Therefore, you should attempt to put money together and start saving weeks or even months before you eventually travel.  It is better to have more money than necessary for your trip instead of having way less and getting stranded.

What to Include in a Travel Budget Template?

 There are essential expenses that are included in a travel budget template. These expenses include the following:

Airfare expenses

Depending on the location you intend to travel to, you may have to consider usually expensive airfare expenses. Considering that air travel is usually the quickest option, it will be a big part of your travel budget. Therefore, you should try to make ample research on the possible cost of your flight and try to get cheap flight options that will significantly reduce your travel expenses. Note that flying during peak periods is possibly going to make flight costs skyrocket, so you should schedule your trip during the off-peak period.

 If you’re traveling a short distance, it’s advisable to look into other forms of transportation that may be more favorable.

Transportation expenses

You’ll require transportation when you get to your location, so you should prepare for that. Depending on your destination, various forms of public transportation are available to help you get around. Public transportation is usually a great option because it’s inexpensive and gives you a local experience. It may include taxis, trains, buses, motorcycles, etc.

Nevertheless, if you have some extra money, you can commute better by renting a car at your location and driving yourself around. And if you need a driver, you can book one through a rental service.

When it comes to the issue of insurance on rental cars, you can make inquiries from your insurance provider about whether your original car insurance covers rental cars as well. In the instance that you don’t own car insurance from the onset, some non-owner car insurance policies will cover a rental car through the duration of use.

Before getting any insurance policy, try to ascertain if your credit card provider has a rental car insurance policy available.

Accommodation/ lodging expenses

Having a place to stay is a big deal and a necessity that can’t be ignored. But, first, decide what type of accommodation you prefer, whether it’s a hotel, hostel, or apartment rental. Next, you must check out the prices of these accommodations compared to your financial capability.

Accommodation expenses depend on the quality of the place. So be sure to consider your exact needs and what is available at your destination. If your destination is a tourist area, there will likely be many hotels, motels, and resorts. Check out multiple sources before booking hotels to find the best deals.

Expenses for food

Without much doubt, feeding during your trip is a must-do activity. Therefore, you need to include these expenses in your budget. However, remember that you’ll most likely be eating out, and food costs can vary in different places. Therefore, determine local food costs and estimate how much you may be spending on food.

If you need to save some money on food, consider getting a hotel room with a kitchen and then purchase groceries so you can prepare some simple meals. To give yourself a fully immersive travel experience, you should budget some money mainly to try out the local delicacies of your destination.

Cell phone coverage

Depending on whether you are traveling to a different country or not, you have to consider an arrangement for your cell phone use during your trip. This includes phone calls, internet access, etc. Try to find out if your service provider offers network services that would make it easier for you in a different country, or consider purchasing a local SIM card when you get to your destination. This usually costs less than the international roaming fees your service provider may charge.

Debit card holds

You should prepare for possible debit card holds if you’re paying with a debit card, as this can delay your payments and leave you without funds. Hence, it is better to try to pay for your expenses with a credit card or plan your travel budget around the debit cardholder.

Include extras/incidental expenses

In your travel budget, you should consider the need for possible expenses that may occur. Unforeseen expenses may arise, and you’d need funds to sort them out. So, you should create your travel budget in a manner that leaves a little money left over for that. Some of these expenses may include purchasing medicines for an unforeseen illness. Thus, it is advisable to include extras expenses in your travel budget.

Sightseeing costs

You may want to do some sightseeing as other travelers do during your trip. In that event, you should include some funds for transportation, tours admittance into museums or parks, and other related costs in your budget. Get ample information about these places beforehand to know how well to plan and how much you have to budget.

Entertainment costs

Suppose there are other forms of engagement you are willing to try out at your travel destination, such as enjoying nightlife or taking up other available entertainment opportunities. In that case, you have to factor these costs into your travel budget too.

Gifts and souvenirs

A trip is not complete without picking out something worthwhile from your destination for yourself, family, and friends. In addition, you should purchase gifts and souvenirs as you go on your daily activities during your trip. It may be challenging to determine the costs of these gifts beforehand, so try to make a reasonable budget within your means and make a list of those you intend to purchase gifts and souvenirs for during your trip.

Use Budgeting Tools: Free Travel Budget Templates

As you know the importance of having a travel budget to help make your travel plans a reality, you may be asking yourself how I create a travel budget to track my spending.  If you want to create a travel budget that is well organized, easy to use, and detailed enough, it is advisable to use budgeting tools that are already made just for that purpose.

A travel budget template is a tool you need to ensure that your trip’s financial aspect is not in disarray. You can find several travel budget templates available on this website for download and use. In using these templates, you have to input details and figures into already prepared rows and columns, and you may also decide to customize them to add or delete specific fields if you wish.

Tips for Easy Budgeting

There are some extra tips to consider to help make your travel preparations easier and possibly less expensive.

These tips include:

1. Consider an all-inclusive package

You may consider purchasing an all-inclusive vacation package that several travel agencies provide for your trip, reducing the cost of specific items and making it easier for you to travel budget. These vacation packages usually include lodging, food, and entertainment provisions like tickets to amusement parks, museums, tours, etc.

2. Track your travel spending

Tracking your spending when you travel is a healthy way of preventing overspending. It’s a good idea to track what you’re spending because it would help you know how you are sticking to your travel budget. In addition, you may have overestimated or underestimated a particular expense or the other while planning your trip. Therefore, it is essential to track the exact amount of various activities. You can use various spending tracking apps to gather this information.

3. Make a travel budget savings plan.

Understanding that you have to save for your trip is one thing and making efforts to save is another. You can save money for your trip by setting up an automatic transfer from your main account into a savings account dedicated primarily to your travel preparations. This helps to keep your budget separate and safe before your trip.

4. Convert currency

Suppose you are leaving the country for another one. In that case, you’d need to convert your home country’s currency into the local currency of your destination to make your spending easier and without hassle, as local merchants may not be willing to transact with a foreign currency. In converting your money into the local currency, determine the exchange rate and how more or less valuable it is compared to your home country’s currency.

5. Redeem rewards and bonuses

If you have earned any reward or bonus on your travel credit cards over time, you should redeem them for your planned trip. This can be done directly through your card’s travel portal or by transferring them to the establishments you intend to get certain services from, such as accommodation, flights, and other benefits.

6. Consider travel insurance

Suppose you are one to bother about what might happen in the case of the unexpected. In that case, travel insurance is available to protect you from unexpected flight delays or cancellations and possible medical costs. You can inquire if your credit card servicer provides for that before you get one from a third-party insurance provider.

The level of planning of your travel budget would determine to a large extent, how hassle-free your trip would turn out. It allows you to estimate the expenses for your planned vacation and enables you to travel within your means. It is also an important tool that helps prevent you from overspending or making irrational financial decisions before, during, or after your trip.

If you plan on taking a vacation sometime soon, you should take the liberty to create your travel budget, as explained in this article, while you get ready to embark and enjoy that well-deserved vacation.

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Home » Budget Templates » Free Vacation Budget Templates (Excel / PDF)

Budget Templates

Free vacation budget templates (excel / pdf).

A vacation budget template is a helpful tool that helps you in reaching your dream destinations. Vacations are an effective way to break your routine. It provides a chance to have great moments and achieve new things. They can assist you in unwinding, resetting broken parent-child relationships. They also strength family bonds.

Moreover, vacations are quite expensive whether you are planning a vacation on small budget. You still have to get the most with your money. Planning can be complicated but there are various ways in which you can save some amount. You may also like Cash Flow Budget Template .

Table of Contents

How do you budget for your vacation?

Set a maximum budget.

You may think that according to your location, you will plan your budget. Some places are quite expenses to stay than others. Narrowing down to the list of destinations that are much affordable is the best way to set your maximum budget. According to your monthly budget, you can get this number. On monthly basis, identify how much you can set aside to save for your vacation. After that, between your first saving and when you want to go for the vacation, multiply this figure by the number of months.

Select a destination

You can be tempted to sign up for cheap airfare sites and this is the common mistake with the travelers. You may pay cheap fares and then reach in more expensive destinations. It is recommended to do your homework and check for the best destinations according to your budget.

Plan for the major expenses

After deciding your destination, search for the types of transportation and the prices of accommodation you will expect. This will assist you in knowing what you want from your vacation. In addition, you will also know how much you will expect to spend on lodging transportation and flights.

Plan for the minor things

It is important to pay attention on the little things that you can spend your money on after planning on your major vacation expenses. These may contain but not limited to;

• Entertainment
• Public transport

Emergency expenses

When you are on vacation, uncertainties may arise. Therefore, it is important to set aside a certain amount for these costs. You should also check Budget Proposal Templates .

Free Vacation Budget Template

Proposed holiday pay budget template, vacation bible school budget worksheet, family vacation budget planner template, printable vacation budget template, vacation budget activity template, vacation budget template excel, disney world vacation budget template, tips for more savings:.

Here are vacation tips that will assist you stick on your budget;

Watch for deals

It would be good to keep an eye for airline ticket deals as it would be good to keep an eye for airline ticket deals.

Look for hotel alternatives

By avoiding paying high hotel costs, you can save some amount. You can get this by looking for alternative accommodations like hostels, vacation rentals, or stay with friends.

Book last minute deals

For flights hotels and other destinations, you can look for last-minute deals. This may need flexibility but it will save you an important amount of money.

Conclusion:

In conclusion, when planning a vacation budget template you should try to save a certain amount of money. We have discussed above different ways and options which you can use for a vacation budget.

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I am Ryan Duffy and legal writer. I received a bachelor of business administration (BBA) degree from London Business School. I have 8+ years of writing experience in the different template fields and working with ExcelTMP.com for 7 years. I work with a team of writers and business and legal professionals to provide you with the best templates.

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Trip Planner Template

This time, we are going to present the Travel Planner MS Excel template. Those of you who travel a lot, whether for business or leisure, know very well that there are a lot of small details (and some big ones) that can get overlooked and in effect ruin a supposedly beautiful and fruitful travel. After all one’s mind can remember only that much. The solution? Planning.

Trip Planner is a beautifully designed free MS Excel WorkBook that tries to cover every aspect of a trip by dividing it into 4 worksheets as follows:

Have a peek at screenshots from the Trip Planner Excel Template:

How it works:

Following are short descriptions of the worksheets available in the free Trip Planner MS Excel Template:

Travel: The travel worksheet is where your departure and return dates, times, airlines used, origin and destination and more. This way you can have a few trips under your control at a glance.

The Lodging worksheet lets you keep track of you lodgings with hotel name, address, check in date, check out date, etc.

Activities:

Here you can record all you planned activities for the trip. There are fields for the name of the activity, date, time, location, and contact info included.

Personally,  I like the budget worksheet most of all. Spending one’s money diligently is one of the most important aspects of any successful trip. In this worksheet, you can specify your estimated budget for the trip and based on costs that are entered into the worksheet you are automatically updated on how many percents of the overall budget are spent.

Download your free Excel template “Trip Planner” here:

• Trip Planner in Office 2013 Excel Document format (xlsx)
• Trip Planner Excel Document in zip file format (zip)

If you like my templates, I’m looking forward to a little donation 🙂

Similar free templates online:

I made a quick search for similar free Excel templates and found some helpful URLs. Hope you find them useful too:

• http://protravelblog.com/free-travel-itinerary-templates/
• http://www.vertex42.com/ExcelTemplates/travel-budget-worksheet.html

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7 Free Excel Spreadsheet Templates for Budgeting

Bookkeeping is crucial. Whether you are a housemaker or a business owner, keeping a budget is essential to meet your financial goals.

Some people create budgets in their minds, while others get them down on paper. Why not try another way?

Excel budget templates offer a quick way of budgeting. They provide the outline and you only need to fill in the cells.

You can choose any Excel template and use it to track expenses.

To help you make the right choice, we have listed the seven best free Excel budget templates for you. Let’s review them in detail below 😃

Table of Contents

Project Budget

Personal monthly budget, balance sheet, family budget planner, portfolio tracker, customizable 401k calculator, cash flow tracker.

A project manager is responsible for utilizing the funds of a project efficiently. In any business, funds make the backbone of the project.

If the manager is unable to manage the expenses properly, he may put the hard work of the entire team at stake 😕

To this effect, we suggest getting the Excel  Project Budget template . It has helped hundreds of people execute their dream projects successfully and can help you too.

This free budget template will get you through all small and mid-level projects. You can use it for contract work, home renovation, office remodeling, etc.

It shows the actual costs and planned budget. You can use it to see if your expenses are within the budget and, if not, how you can improve them.

All in all, this is great for small tasks that are not as detail-oriented. But if you have bigger projects, it is better you get the paid version of this spreadsheet template.

Having a personal budget that keeps you on track with your savings goals is essential. You need to know where all your money is going and if these expenses are necessary.

You can use the Excel  Personal budget template  for this purpose. It will help you manage your monthly expenses. And you can add multiple sources of income apart from monthly income if any.

It also allows you to set monthly goals and helps you save money accordingly. You can separate fixed costs and see your actual spending. It includes budget categories like housing costs, travel expenses, entertainment, taxes, and others.

All you need to do is add your income and expenses, and this free budget template will do all the calculations for you 😉

Its primary purpose is to compare your budget with your actual costs on a monthly basis. For that, it records your projected and actual expenses.

It will instantly show you the difference and if you were able to meet your set goal. You can always start again and do better.

Being a business owner, you need to be well aware of all your assets and liabilities. An active reminder of how much money you have and how much you need to pay off is important.

It helps keep your mind straight and know the financial health of your company in a better manner. Only then can you make informed decisions and investments.

It will also tell you where to cut down money so you can perform adequate money management and add more to your equity.

You can use the Excel Balance Sheet template for this purpose. It is very easy to use and contains simple terms that even a layman can understand. Moreover, the template is easily customizable, and you can change it in whichever way you want 🎨

You can use this template to summarize your finances. And identify areas that are causing a deficit in your budget.

This balance sheet can also help you determine your net worth at a point in time. It is automatically calculated for you under the owner’s equity portion.

At the bottom of the sheet, you can find the common financial ratios. These include debt ratio, working capital, and 0ther information.

Having a household budget template is very important when you have a family. Household expenses keep on increasing, especially with kids.

To maintain them, you need to have a Family Budget Planner. It will tell you exactly where all the money is going and what you can do to save it.

You can use the Vertex42 Family Budget template . It will help you keep track of your money based on income and expenses for each month 🗓️

It can also work as a yearly planner and allow you to see the bigger picture. The family budget template can be really helpful in planning major life events beforehand.

For example, if you want to buy a house after two years, you need to start saving for it today. You will have to set a goal, for instance, $10,000. Per your income and monthly expenses, you will know where to cut down and add more money to meet your goal.

The best part of this template is its easy-to-use interface. The design is clear, and you can easily understand where to make changes. The template will automatically calculate and update the remaining expenses.

It contains different expense categories like Home Expenses, Daily Living, Children, and others.

If you are a shareholder, you need to have this budget template. It will help you actively keep track of your investments and shares. You can use it to see your transaction history, and your dividends or simply evaluate your equity 💲

The Portfolio Tracker can be of great help in this instance. Whether you are an active trader or prefer being a passive investor, bookkeeping is important to know your financial status.

You can use the Simple Investment Tracker for this purpose. It will readily give you an estimate of your total cost of accounts. It also shows the gain or loss per the market value and you can compare it with previous performance.

You can also check your Average Entry Price compared to the Current Costs and see if you are making enough profit. Moreover, it offers an easy way to compare investment value with market value and visualize the difference.

This budget template will offer comprehensive insights into your investment accounts. It is designed for people who want to quickly view their investments and their profit.

It only shows your investment, its details, and its current value. A disadvantage is that it doesn’t go into the details of everything. This can be difficult to understand as some sections require a description.

Other than that, it’s great for keeping track of your investments.

Having a strong financial status at the time of retirement is a dream of many. But only so many people are able to achieve it.

The key difference is planning and proper budgeting. You need to set a goal or a fixed amount of money that you need to save up before your retirement approaches.

Most people mindlessly put money in their 401k. To get your retirement plan on track, you need to invest money actively. It helps you make wise and informed decisions, and you can use your investments in a better way.

To help with that, you can use the free Customizable 401k Calculator Template . It is all you need to get your retirement plan on track. The interface of this template is simple, and it gives instant results on your entered values 🤓

Add your current annual income, your employer’s contribution, and your expected salary increment. Also, add your withheld salary, current age and the age you plan to retire at, interest rate, and other similar things.

The template budget excel will automatically calculate all other factors. It also displays all your data on a chart for better understanding.

As the name tells, a Cash Flow Tracker helps you track your cash flows. Cashflow simply means the money that comes in (inflow) and the money that goes out (outflow).

Having a cash flow tracker is crucial regardless of whether you are an individual or a business. It can help recognize expenses, operating cash, receivables of the business, and more.

It can also hugely impact your business decisions and planning. If your outflow is greater than your inflow, you need to cut down your expenses and improvise.

This will help you decide if your pace is well-suited for upcoming projects. And make timely decisions to improve it 🤗

The spreadsheet is easy to understand, and you can customize it however you like. All this contributes to making your money-tracking experience smoother. The goal is to help perform all operations smoothly and bring maximum inflows.

Frequently asked questions

Does excel have a budget template.

Yes, Excel has a variety of budget templates. From Personal Budgets to Project Budgets to Family Budget Planners, Excel has it all.

• Learn Excel

Road Trip Planner Template [Excel Downloads]

• Last updated on February 2, 2017

We recently went on a road trip around parts of New Zealand’s north island. We have been to Taupo, Rotorua, East Cape and Napier. It took us 2 weeks, we drove more than 2,000 km and spent almost NZ $3,000 on the trip. Of course, being a data nerd, I made a plan of the trip in Excel and that helped us budget for this.

After getting back to home, I thought it would be fun to polish the planner workbook and share it with you all so you too can plan a fabulous road trip. So here we go.

Road trip budget & planner template

Click here to download the template .

How is it setup?

Simple. Any road trip style holiday has 4 main categories of expenses – Accommodation, Driving, Activities and Food. You can add one more category called “Other” to set budget for any miscellaneous expenses.

The template starts with budget for each of these 5 categories. Just specify the budget for each (except for food, which you can type in per day budget in the settings area.

Once you have the budgets in, also specify settings for calculating fuel expenses. Specify the MPG (or KMPL) and gas cost per gallon (or liter) and the template will calculate driving costs based on the number of miles (or KM) you plan to drive each day.

The last step is to enter daily details. For each day of your trip enter below details in the trip table:

• Where you plan to stay and how much it costs
• How much you plan to drive
• What activities you plan to take up and how much they cost
• Your  actual  food expenses (ie groceries, eating out, take away etc.)
• Any other expenses as you incur

The summary area shows how much of your budget is used up and a cute little thermometer chart for each category.

That is all. Enjoy your road trip.

Bonus: a simple way to extend the template

If you spend all the money on one credit (or debit) card, you can import the statement in to a new tab, categorize the expenses along the lines of Stay, Drive, Activities, Food or Other and then use SUMIFS to calculate  actual  values.

Hui’s Excel Hack

My apologies to Chandoo, but I have hacked his post

I have been using Excel 2016 and Office 365 for a while and as a Mining Engineer love to pay with Location data

I Rearranged Chandoo’s data and added a Single Activity Field instead of having multiple activity fields

I dragged the whole new table into Power Map and Voila

You can see how simple this is looking at the modified file here Dowload Modified File

Exporting the animation is a feature of Power Map, Yes I should have zoomed in on the heat map further

I hope Chandoo doesn’t remove my keys…

Like tracking things? Check out these templates

If you enjoy tracking and planning, check out these awesome templates too.

• 7 Personal finance trackers
• Grow your money mustache with this template
• Monthly planner template
• To do list template with priorities

How do you plan / track holidays?

For smaller / weekend getways, we don’t plan. We just get out and enjoy. But if we are going on a holiday / trip for more than a week, I like to plan things.

What about you?  Do you plan / track your holidays? How do you do this? Please share your tips in the comments section.

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• Tagged under downloads , Learn Excel , sumifs , templates , thermometer charts
• Category: Learn Excel

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Hi Chandoo,

I like to use the REPT function for the bar chart in cells E4:E9. It is a bit cleaner than the chart. Insert the following formula in cell E4 and drag it down to E9: "=REPT("|",(D4/C4)*30)"

Change the font of the cells to Haettenschweiler and the font colour to blue.

Voila, you have a dynamic bar chart.

From the country that invented Double Trouble?

https://youtu.be/UexiOL8I_3Y

Is there a mistake on the modified/hacked sheet? C7 for the trip food budget has a very large value ($2660) because of the formula:

=J8*COUNTA(trip[Date]).

This is the daily budget multiplied all the occurences of a date in that range: There are 95 in total. You can get a sensible value changing this to:

=J8*(MAX(trip[Date])-MIN(trip[Date])+1)

This gives the overall budget a value of $532.

Dear Mr. Chandoo,

Its really awesome to hear you having a lovely time with your family in New Zealand. Thank you for the mails you sent me. I am poor starter in Excel and still learning the basics. I will improve myself from day by day. God bless you and family always.

Regards, Govin

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