Free event planner spreadsheet

An Excel .xlsx workbook that also opens in Google Sheets. Made for event planners and party planners. Formulas done, no macros. Free direct download: no email, no sign-up.

Download the blank event planner spreadsheet (.xlsx) Filled example (.xlsx) · 1-page guide (PDF)

What it does

• An events log: date, event, client, type, your planning fee and the fee received so far
• Fee balance and a PAID, UPCOMING or OVERDUE status worked out for every event
• A vendors log: one row per quote with what was quoted, what was paid and what is left, added up for each event
• A dashboard with events, fees booked and fees received by month, each event type, unpaid and overdue fees, and vendor money still to pay
• 200 events, 1,000 vendor rows, 15 event types and 15 vendor categories

How to track events, fees and vendor quotes in a spreadsheet

1. Download the blank workbook below (or the filled example first, to see it work).
2. Settings tab: your event types, vendor categories, the year and today's date.
3. Events tab: one row per event with your fee and what the client has paid.
4. Vendors tab: one row per vendor quote, tied to an event. Open the Dashboard tab to see fees and what is still unpaid.

Use it in Google Sheets

Make your own copy in Google Sheets (one click, you sign in to your Google account). Or upload the .xlsx to Google Drive, open it, then File > Save as Google Sheets. Excel 2010 or newer opens the .xlsx directly.

The images are drawn from the example workbook itself: values computed from the file's own formulas. Example data is fictional.

How we checked it

Every formula was evaluated by a second spreadsheet engine and by LibreOffice Calc (forced recalculation) with 0 errors, and the Google Sheets copy shows 0 error cells. The example's 22 events, 31,900 in fees booked, 29,140 received, 1,610 upcoming and 1,150 overdue, and 5,542 of vendor money still to pay equal an independent sum of its rows. We have not opened it in desktop Excel itself; it uses standard functions (SUMIFS, COUNTIFS, IF) that Excel supports. If something is wrong, email support@tuper.app.

Need your own costs, profit and a tax set-aside?

This free sheet tracks events, fees and vendor quotes. The paid event planner tracker adds your own costs per event, an Expenses tab for overhead, profit by month and a tax set-aside:

• Event planner client and vendor budget tracker (14 USD): 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
• Wedding budget and vendor payment tracker (12 USD): for couples and wedding planners who want a budget by category, every vendor contract and deposit, and what is still owed
• Photography business client and income tracker (14 USD): for photographers who want every shoot with its fee, deposit and balance owed, profit by shoot type and business expenses in one workbook

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 is public at tuper.app/open. Free for your own business use; please do not resell the file.