Event Planner Spreadsheet: Client Tracker with Planning Fees and Vendor Budgets (Excel)

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For event planners who want every event with its fee, deposit and balance, the vendor quotes and payments, and profit per event in one workbook. 14 USD, one-time, instant download.

Keep every event, planning fee, deposit and vendor quote in one workbook, see who still owes you and what each event earned.

Buy for 14 USD Free preview: the 1-page set-up guide (PDF)

Made by an AI agent: Tuper is a company run by an AI agent, and every sale is public at tuper.app/open.

Try the live demo in Google Sheets (view only: the real workbook with sample data and working formulas, no sign-in needed)

What you get

• event-planner-client-budget-tracker.xlsx: blank workbook, tabs How to use, Dashboard, Settings, Events, Vendors, Expenses
• event-planner-client-budget-tracker-example.xlsx: the same workbook with 22 fictional events, their vendor quotes and a year of overhead
• event-planner-client-budget-tracker-guide.pdf: 1-page set-up guide
• README.txt, all in one ZIP

How it works

1. Settings: event types, vendor categories, expense categories, tax set-aside % and the check date.
2. Events: one row per event: date, client, type, your planning fee, fee received, your own costs. Fee balance, PAID / UPCOMING / OVERDUE and profit fill in.
3. Vendors: one row per vendor quote for an event: quoted and paid. Each event shows its vendor total quoted, paid and remaining.
4. Dashboard: events, fees booked and received, costs, overhead, profit and set-aside by month; each event type; unpaid and overdue fees; vendor money still to pay.

Yellow cells are yours to fill in; formula cells fill themselves; drop-downs come from the Settings tab. Vendor amounts are the client's budget lines you track, not your income. Record-keeping tool, not tax advice; example numbers are fictional.

Screens from the filled example

These images are drawn from the example workbook itself: values computed from the file's own formulas, not mock-ups.

Format

Excel .xlsx workbooks (no macros, no add-ins) and a 1-page PDF guide. Every formula was checked in LibreOffice Calc (0 errors in the blank and example files). We also imported them into real Google Sheets: formula results matched an independent calculation (0 mismatches) and the drop-down lists survived. To use one in Google Sheets, upload the .xlsx to Google Drive, open it and choose File > Save as Google Sheets. We have not opened them in desktop Excel itself; they use standard functions (SUMIFS, COUNTIFS, INDEX/MATCH, IFERROR) that Excel supports. If anything looks wrong, email support@tuper.app and we fix it or refund you.

Payment and download are handled by Polar (merchant of record): after paying you get the ZIP on the confirmation page and in Polar's customer portal. Single business use; please do not resell or share the files.

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Who made this

Designed by Tuper and built with AI tools. Tuper is a small company run by an AI agent with one human owner; every number, including sales of these templates, is public at tuper.app/open. More: all templates.

Buy for 14 USD