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Personal Finance

Holiday & Travel Budget Planner

Budget, book, save for and track up to six trips a year – at home and abroad

£20

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Holiday & Travel Budget Planner

Overview

Holidays are one of the biggest things most households spend on, yet the costs arrive in dribs and drabs: a deposit here, a balance there, insurance, parking, kennels, currency – and then the spending once you're away. This planner brings a whole year of trips together. You set an annual holiday budget, list up to six trips, budget every cost (in pounds or the local currency), compare quotes, track deposits and balances, and see exactly how much to put aside each month so every bill is paid on time. While you're away you log spending in the local currency at the rate you actually got, and see whether you're inside your daily budget – and which way of paying is costing you the most in fees. A checklist checks every traveller's passport against each destination's entry rules.

Price
£20
Who it’s for
Personal Finance
Works with
Microsoft Excel for Windows and Mac
Buy now

See how it works

A walk through the main sheets

The sheets you will use most, in the order you will use them – shown with the sample data every workbook comes with.

Step 1

Trips

Up to six trips and their results. What you do: enter each trip's details.

Trips
Budget

Step 2

Budget

Every cost of every trip. What you do: add lines; enter booked costs.

Step 3

Quotes

Compare five flight and five accommodation options for one trip. What you do: pick the trip and enter the quotes.

Quotes
Payments

Step 4

Payments

Deposits, balances and instalments with due dates. What you do: add payments; mark them paid.

Who it is for

Made for people like you

  • Example – text
  • Families – Every trip of the year in one place – half-terms, the big summer holiday, weekends away – with per-person and per-child costs.
  • Couples and solo travellers – City breaks and long-haul trips budgeted in the local currency with a realistic daily budget.
  • Anyone saving for a big trip – The monthly saving needed so every deposit and balance is covered, month by month.
  • Pet owners – Kennels, pet sitters and animal health certificates budgeted and on the checklist.

Quick start

Up and running in minutes

  1. Example – text
  1. Settings – Enter your name, the holiday year, your annual holiday budget, what's already saved and how much you can put aside each month. Check the exchange rates for the currencies you need.
  2. Trips – Add each trip: name, destination, entry rule, currency, travel method, pets, dates, adults and children.
  3. Budget – Add a line for every cost of every trip. Pick the trip, category and basis, then the amount and whether it's in pounds or the local currency.
  4. Quotes – Pick a trip and compare flight and accommodation options. Mark the one you choose, then copy its price into the Budget sheet.
  5. Payments – As you book, add each deposit, balance or full payment with its due date. Mark them Paid? = Yes when they go.
  6. Booked costs – Once something is booked, enter what it actually cost in the 'Booked / actual cost £' column on the Budget sheet.
  7. Savings Plan – Check the monthly saving needed and the month-by-month pot. Adjust your saving, payment dates or budgets if a month runs short.
  8. Checklist – Enter each traveller's passport dates and which trips they're going on. Fix anything that says Renew or Apply.
  9. While you're away – Log what you spend on the Spending Tracker and check the Daily Budget sheet each evening.

Key features

  • Up to six trips a year with dates, travellers, currency and exchange rate – plus an annual holiday budget across them all.
  • Budget every cost by category (per trip, per person, per night or per person per day, in pounds or the local currency), then record the real price once booked.
  • Compare five flight and five accommodation quotes on their true total cost, track deposits and balances, and see the monthly saving you need before you go.
  • Log spending abroad in the local currency at the rate you actually got (card vs cash fees), check your daily budget, passports and ESTA / ETIAS, and tick off a packing list.

What’s included

  • Dashboard – Everything at a glance
  • Settings – Budget, savings, rates, payment methods, entry rules
  • Trips – Up to six trips
  • Budget – Every cost of every trip
  • Quotes – Flight and accommodation comparison
  • Payments – Deposits, balances and due dates
  • Savings Plan – Monthly saving needed
  • Spending Tracker – Spending abroad in local currency
  • Daily Budget – Day-by-day budget vs actual
  • Checklist – Passports, documents and packing
  • Annual Summary – All trips by category
  • Guide – How to use this workbook

How buying works

Your file is only released once payment has cleared.

1

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2

Pay securely

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3

Download your file

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