About This Tool
Gift possibilities, money you intend to spend and jobs still to do should not be mixed into one undifferentiated note. The planner separates Gift Ideas, Shopping List and Preparation Checklist so you can keep options without counting them as purchases or completed work.
You can keep several saved plans, each with its own date, budget and currency. The optional guest list is a place to record names or notes; it does not send invitations, collect replies or manage attendance for you.
How to Use: Build the Plan You Will Actually Save
- Under Create a Plan, enter Event Name and Event Date, then choose Currency and enter Celebration Budget. Linked Special Date is optional.
- Put possible presents in Gift Ideas, one per line. Add any guest names and context in their separate fields.
- Select Add Shopping Item for each planned expense. Give the item a name and enter its full line cost. There is no quantity-times-unit-price calculation.
- Select Add Task for each preparation action. Give every task a name and check Complete when that action is finished. Remove deletes an unwanted line from the editor.
- Review Shopping total, Budget balance and Checklist, then select Save Plan. To make later changes, open Edit from Saved Plans and save again; live editor updates are not automatically saved.
Practical Example: Keep a Dinner Within Its Chosen Budget
This is a worked planning allowance, not a quotation for real products or local prices. Enter the amounts you actually expect to pay.
A four-task anniversary dinner plan
Inputs & conditions
| Event Name | Anniversary dinner |
|---|---|
| Event Date | 2027-09-18 |
| Currency | USD |
| Celebration Budget | 150 |
| Shopping Item: Food | 68 |
| Shopping Item: Flowers | 25 |
| Shopping Item: Transport | 17 |
| Preparation Checklist | 4 named tasks; 3 checked Complete |
Verified result
| Shopping total | USD 110.00 |
|---|---|
| Budget balance | USD 40.00 |
| Checklist | 3/4 (75%) |
The three entered costs sum to 110, leaving 40 of the 150 budget. Three completed tasks out of four produce 75%. A separate idea in Gift Ideas contributes nothing to the shopping total until you add a costed shopping line.
How It Works: Costs and Completion Are Separate
Shopping total adds the entered costs. Budget balance subtracts that total from Celebration Budget and can be negative when the plan is over budget. Currency changes the monetary label and formatting; it does not convert the numbers using exchange rates.
Checklist completion divides checked tasks by the number of tasks and rounds the percentage to a whole number. Tasks have equal weight. One checked minor errand counts the same as one checked essential booking, so the percentage is a progress summary rather than a promise that the event is ready.
Linking a saved special date records an association. It does not automatically copy later date changes into the plan. Check Event Date again if the celebration is rescheduled.
Important Notes
Name shopping lines clearly enough to prevent double counting. If two tickets cost 40 in total, enter 40 for that line rather than one ticket's price unless you deliberately use separate lines. Actual market prices and currency conversion are outside the tool.
Export Plan downloads one plan in JSON and does not include the saved special-date collection. For recovery of the entire collection, use All dates and Export JSON in Calendar & Exporter. Restoring a plan-only file through that tool replaces the collection; it is not a merge command.