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Event planner: budget & checklist template for Excel & Google Sheets
Budget vs actual for your event plus a checklist with deadlines, so nothing is forgotten.
Get all 30 templates — $19See all 30 templates
One-time payment · 14-day money-back guarantee · Local taxes added at checkout
Why you will like it
- Ready to use: formulas, formatting and example data are already in place.
- Instructions inside: a “Start here” tab explains every tab in one minute.
- Made to adapt: replace the example data with yours and everything updates.
What is inside the file
These are the real tabs of the file you download:
- Start hereHow to use the file in one minute.
- BudgetCosts, payments and budget by category.
- ChecklistTasks with automatic deadlines.
- AI prompts5 ready-to-copy prompts to adapt and analyse this template.
Look inside
How it works in 3 steps
- Write the event date and total budget in the Budget tab.
- List costs (estimated and actual) and mark what is paid.
- Use the Checklist tab: tasks get their deadline from days before the event.
Works where you work
- Excel 2016 or newer, Microsoft 365 and Excel for the web
- Google Sheets: upload the .xlsx to Drive and open it with Sheets
- No macros, no add-ins, nothing to install
AI prompt included
Paste your data into ChatGPT, Claude or Gemini with this prompt:
I am organising [event type] for [n] people in [city] on [date] with a budget of [amount]. Give me: a budget split by category (table), a checklist of 20 tasks with "days before the event", and 3 ways to save 15% without guests noticing.
Questions
Does the Event planner: budget & checklist template work in Google Sheets?
Yes. Upload the .xlsx file to Google Drive and open it with Google Sheets, or use File → Import. It uses classic functions, so it works the same.
Can I use my own data?
Yes. Replace the example data with yours and the formulas, charts and summaries update on their own. The “Start here” tab tells you where to type.
Is Event planner: budget & checklist sold on its own?
It comes in the Formulyo pack: 30 templates for a one-time $19, with the AI prompts and lifetime updates. 14-day money-back guarantee.
In which languages do the files come?
Every template comes in English, Spanish, Portuguese and German.
Do I need macros or add-ins?
No. They are plain .xlsx files with formulas only.
