Event Planner Spreadsheet, Wedding Planner Business Tracker (Excel, Google Sheets)

This event planner spreadsheet keeps every event, vendor, client payment and task in one place, and puts each event on one page. Built for wedding planners, event coordinators and party planners. Works in Excel and Google Sheets.

Who it is for: wedding planners, event coordinators and party planners managing several events at once.

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What it does

• Events and inquiries: client, type, date, venue, guests, your planner fee and the client's budget.
• Vendors for each event: cost, deposit, when the balance is due and who pays it (the client directly, or through you). Overdue and due-soon balances are flagged.
• What each client owes: your fee plus any vendor costs paid through you, minus what they have paid. Status: Paid, Partly paid, Unpaid or Overdue.
• Event Summary: pick an event and see everything on one printable page. Client details, money owed and paid, every vendor with balances and due dates, spending by category against the budget, tasks and payments.
• Task checklists: your standard checklist with due dates that count back from the event date. Overdue and due-soon tasks appear on the dashboard.
• Dashboard: your fees and NET PROFIT for every month, with charts. Plus upcoming events, vendor payments due, tasks due, client balances, and fees by event type.

What's included

• 1 spreadsheet (.xlsx) with 11 tabs: Start Here, Dashboard, Event Summary, Events, Vendors, Payments, Tasks, Checklist Template, Expenses, Settings, Lists
• Quick-Start Guide (PDF)
• A sample planner with 40 events, so you can see how everything works before you add your own

Works with

• Microsoft Excel 2010 or newer (Windows and Mac), Excel for the web, and Google Sheets
• Any currency
• Capacity: 200 events, 1,500 vendor bookings, 1,500 payments and 3,000 tasks per file

How it works

1. Download the files instantly after purchase
2. Add your events, then each event's vendors and tasks
3. Record client payments as they come in. Balances, due dates and the dashboard update by themselves.

Quick answers

• Who is this for? It is made for wedding planners, event coordinators and party planners managing several events at once.
• Does it track vendor payments? Yes. Each vendor has its cost, deposit, balance due date and who pays it (the client or you). Overdue and due-soon balances are flagged.
• Can I see one event on one page? Yes. Pick an event to see the client details, money owed and paid, every vendor, spending by category against the budget, tasks and payments.
• Does it include a planning checklist? Yes. Your standard checklist with due dates that count back from the event date.
• Is there a monthly fee? No. It is a one-time purchase and an instant download, with no subscription. It works in Excel and Google Sheets, in any currency.

Please note

• This is a digital download. No physical item will be shipped.
• This template helps with record keeping. It is not tax, legal or accounting advice.
• For use in your own business. Please don't resell or share the file.
• Designed by me with the help of AI tools. Every formula was tested in Microsoft Excel and Google Sheets.

Questions? Send me a message. I'm happy to help you get set up.

Questions people ask

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