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The title slide and first slides of the Trip Budget Planner template

Trip Budget Planner

Spreadsheet template for Google Sheets and Excel

Make a copy in Google Sheets
Price
Free
Slides
5
Difficulty
Beginner
Updated
November 6, 2026

Every slide (5)

Overview

This template keeps a trip budget in dollars while you spend in another currency. The Settings tab holds the exchange rate. The Budget tab sets an estimate for each category, and the Spending log tab records each purchase in the local currency, converted to dollars with the rate.

The Dashboard shows the budget, the amount spent, what is left and the number of purchases, with a chart comparing budget and spending by category. It comes with sample data. Make a copy, then replace the sample rows with your own trip. Formulas, dropdowns and charts update on their own.

Useful for

  • Keeping a holiday within a set amount
  • Seeing how an exchange rate change affects what you have spent
  • Checking spending by category during a long trip

What's included

  • 5 tabs: Dashboard, Settings, Budget, Spending log, How to use
  • Dashboard: a dashboard with 4 summary figures
  • Settings: a table
  • Budget: a table
  • Spending log: a table
  • 1 chart that update as you type
  • Formulas, dropdowns and colour rules already set up
  • Sample rows that show how to fill it in

How to use it

  1. 1

    Click Make a copy in Google Sheets, then confirm on the Google page. The copy is saved to your own Google Drive.

  2. 2

    Start on the Settings tab: replace the sample rows with your own.

  3. 3

    Keep the formula columns as they are; they fill in as you type.

  4. 4

    Read the How to use tab for tips. For Excel, download the .xlsx file instead.

What you need

Requirements

  • A Google account, or Microsoft Excel for the download

Works with

  • Google Sheets
  • Microsoft Excel (download the .xlsx)

Questions

Is this Trip Budget Planner template free?

Yes. Download the template and use it in Google Sheets or Excel at no cost.

Does it work in Excel?

Yes. Download the .xlsx file to open it in Excel. The formulas, dropdowns and charts work in both Excel and Google Sheets.

Which exchange rate should I use?

Use the rate your card provider or bank gives you on the day you spend. Change the rate on the Settings tab and the dollar amounts update.

  • #travel-planner
  • #trip-budget-planner
  • #google-sheets
  • #excel
  • #spreadsheet-template
  • #free-template

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