(Closed) Help with templates to help me track budget & vendors

posted 4 years ago in Money
Post # 3
Member
97 posts
Worker bee
  • Wedding: September 2013

easyweddings.com, I use their app on my I-pad

Post # 4
Member
1608 posts
Bumble bee
  • Wedding: August 2013

I dont have a template technically but I created a table.

Name of Service – Name of vendor – Contact Number – Price Quote – Email Address –

I did this for each service seperately (on different sheets till we had our decisions in – then I combined the rows with my final list of vendors one one sheets and then added three more columns:

Final Price – How Much of deposit/prepay I have put on it – What I owe.

I used a equation for this last number so I can keep updating my amount I have paid and see my final number. Also I have a equation for totals at the bottoms of the last two columns so I can keep tabs on the final amount I have paid vs. what I owe. (You can use =SUM(and then highlight the row or column you want to total)

Looks a little like this:

Also, I am using OneNote for all of my stuff. It’s a digital notebook – it has literally everything I am using to plan my wedding. Inspo pics, price quotes, checklists, e-v-e-r-y-t-h-i-n-g.

I basically just create a tab and start adding stuff. It looks silly at first but if you just throw in your basic, most forefront thoughts you can build on those to create the lists and things you need.

Might be a little overboard – but…I’ve already started lol – might as well show you how I am using powerpoint to create my flowrplans. I used google maps to get a layout of the field (and distance markers) – then laid in my information:

I am also slightly neurotic and bit into organizing and project planning…

Anyways – long post short…make your own! I have helped to plan three weddings now and have yet to find something that I can use for all of them as templates (Beyond OneNote itself as the base). But all of this can be done in Word, Excel, and Powerpoint…

Post # 6
Member
1450 posts
Bumble bee
  • Wedding: October 2013

Google Docs has a great all-in-one planning spreadsheet.

My current favorite planning tool is WeddingWire.

Post # 7
Member
1608 posts
Bumble bee
  • Wedding: August 2013

@FauxBoho:  They have it as an app for phones and tablets as well. But you are right…I have my two macs for personal use and my ***SHHH*** work laptop houses my planning stuffs for this exact reason. :l

Not to make you more upset but you can even host the notebook on a cloud and then I can have my mom, sisters (MOH) and FMIL get to it whenever they have questions 🙂

I am under the impression Google Docs does almost all of these things – but when I tried it wasn’t as user friendly as I had hoped.

But I did organize my sister’s wedding with Powerpoint, Word, and Excel and just kept them on the thumbdrive (it’s like a cloud in your pocket lol).

Post # 8
Member
1311 posts
Bumble bee
  • Wedding: October 2013

I use the knot budgeter, checklist and guest list.

Post # 10
Member
1608 posts
Bumble bee
  • Wedding: August 2013

@FauxBoho:  Hope you find something to use 🙁

I did hear that Knot Guest list thing was actually pretty handy… but it doesn’t do vender contacts…

Post # 11
Member
2080 posts
Buzzing bee
  • Wedding: June 2014 - British Columbia

@FauxBoho:  If you still need help, let me know. I can help you set up a template in Excel, whereby the spreadsheet will automatically update as you change your guest list.

My template looks like this; I have my numbers linked from a previous tab which houses my guests’ names and number of guests:

Post # 12
Member
6125 posts
Bee Keeper
  • Wedding: August 2012

@FauxBoho:  I have an Excel spreadsheet I created. It even includes months you assign future bills to so that you can spread out purchases so that we weren’t hit with everything in just one month.

 

There are categories, then I itemize items in that category.  Assing a total and a month/year to that.  If it was paid I’d put a line throug it.  The month helps me see where things are due.

 

 

 

 

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