Use this Holiday Gift Planner sheet to track your gift spending during the holidays or any time of year you’re planning to spend on gifts. That could be birthdays, employee perks, or student incentive prizes.
- Install or launch the Tiller Community Solutions add-on
- Open the add-on and choose "Gifts” from the tags dropdown on the Explore tab
- Click on Holiday Gift Planner
- Choose “Add to spreadsheet”
This will add a Holiday Planner sheet to your spreadsheet and a Tag column to your Transactions sheet if one doesn’t already exist.
- Enter the names of the people you want to give gifts to in Column A under
"Recipient (use as the tag in Transactions). You can use just their first names, just their last names, or both first and last names. Whatever you pick, those will be the exact names you will add to the
Tagscolumn in the
Transactionsheet when one of the purchases for that person appears in the
When you add a recipient, you can also add a Budget amount for that person. Or, you can wait until you enter the proposed gifts in the
Gift Listsection starting in Row 55, enter individual gifts to track. For each gift, you can enter a description, the recipient, a reference or estimated price, the status, a Link to the item online, and notes. You are not required to use any of these columns, but use the ones you think will help organize your holiday purchases.
You can only select a recipient if they have been added to the Recipient List above. One recipient can, of course, have several rows of gifts. Lucky them!
Status options are
Head back to the top of the sheet. You will see the total amount for each person if you entered Reference prices in the
Gift Listcolumn. This can help you adjust or add the
Budgetamount in column B. The total budget will be calculated in B8.
As gift transactions start appearing in your
Transactionssheet, tag them with the exact Recipient names. The total for each person will appear in the
Spentcolumn. You can also see how much budget is left for each person in the
Budget Availablecolumn, based on your Budget and actual, tagged transactions.
Purchased / Ideascolumn uses the
Gift Listand counts gift
Ideas. For the purposes of this column, every gift is counted as an
Idea. All gifts that are in status
In the middle section, you can get a Detailed view for the Recipient you select in B32. This includes actual transactions where they have been tagged and their items in the Gift List` below.
This section has a limit of the last 15 transactions for the selected person.
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