Template · Budgeting

Event and wedding budget planner

Per-guest and fixed costs, committed amounts, deposits, payment status and a contingency for an event.

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XLSXCSVODSXMLNumbers
Event budget summary
Example data — replace the blue input cells with your own.
Event details
EventExample wedding reception
Event dateJun 12, 2027
Expected guests120Per-guest lines on the Budget tab use this number
Contingency (percent of estimated costs)10%
Payments status as ofOct 8, 2026Payments due before this date and still unpaid are marked Overdue
Budget totals (USD)
Estimated costs$26,625Budget tab, before contingency
Contingency$2,663
Total budget, including contingency$29,288
Committed costs (actual where entered, otherwise estimate)$26,385
Paid to date$4,100From the Payments tab

Showing the first 16 of 30 rows and 3 of 3 columns. Cells with formulas show the formula on hover.

What does this template do?

A budget planner for an event such as a wedding, party or conference. Each cost line is either a per-guest cost, multiplied by the expected guest count, or a fixed cost with a quantity. The Budget tab shows the estimate for each line, the actual amount once a quote is signed, the committed amount, what has been paid and the balance to pay.

The Payments tab lists deposits and balances with due dates. It flags unpaid payments that are past due on a status date you set, and it sends the paid-to-date figure back to each category. The Summary tab adds a contingency percentage to the estimate and shows the total budget, the headroom and the cost per guest.

The example is a fictional reception for 120 guests with a set of vendors and amounts. Vendor names are invented, and the prices are illustrative rather than quotes.

What’s inside

  • Per-guest and fixed drivers, with the guest count set once on the Summary tab
  • Estimated, actual and committed amounts for each line
  • Deposits and balances with due dates and an overdue flag
  • Paid-to-date figures pulled from the Payments tab with SUMIF
  • Contingency as a percentage, with headroom and cost per guest

Which tabs does the workbook have?

TabWhat it holds
SummaryEvent details, contingency, total budget, committed costs, balance to pay and payment status.
BudgetEach cost line with its driver, unit cost, estimate, actual, committed, paid and balance.
PaymentsDeposits and balances with category, due date, amount due, amount paid and status.
NotesPurpose, steps, formulas used, assumptions and limits.

What formulas does this template use?

This template holds 144 formulas in 339 cells across 4 tabs, so 42% of its cells calculate. They use 5 distinct functions; the longest formula is 133 characters and 70 of them read from another tab.

FunctionUsesWhat it does
IF224one result when a test is true, another when false
SUMIF21adds values meeting one condition
SUM9adds numbers
ABS1absolute value
COUNTIF1counts cells meeting one condition

Counted from the workbook itself. Only functions that Excel, LibreOffice Calc, Google Sheets and Apple Numbers evaluate the same way are used, so the formulas survive every download format.

How do you use it?

  1. On the Summary tab, enter the event name, date, expected guests, contingency percentage and the status date.
  2. On the Budget tab, choose Per guest or Fixed for each line and enter its unit cost. Enter the quantity for fixed lines.
  3. Type the actual amount on the Budget tab when a quote or contract is signed.
  4. List each deposit and balance on the Payments tab, with its category, due date and amount.
  5. Read the total budget, balance to pay and overdue count on the Summary tab.

What is it good for?

  • Planning a wedding budget with a guest-count driver
  • Tracking vendor deposits and balances against due dates
  • Checking whether committed costs fit the budget with contingency
  • Comparing cost per guest between two venues

Questions about this sheet

How does the guest count change the budget?

Every Per guest line multiplies its unit cost by the guest count on the Summary tab, so one change updates all of them.

What is a committed cost?

It is the actual amount once you have entered one, and the estimate until then. It is the most current view of what the event will cost.

How is a payment marked overdue?

A payment is overdue when its due date is before the status date on the Summary tab and some of it is still unpaid.

Does the planner include tax and tips?

Not unless you add them as lines. Vendor taxes, service charges and gratuities are not added automatically.