Travel Planner Bundle – Excel Expense Tracker & Notion Template (Digital Download)

Plan your trip without stress or financial chaos.

This Travel Planner Bundle includes:

✔ an Excel Travel Expense Planner for budget tracking

✔ a Notion Travel Planning Template for organizing every detail in one place

Use them together or separately for a clear, stress-free travel experience.

📦 WHAT’S INCLUDED

This digital bundle contains two complementary planning tools:

✔ Excel Travel Expense Planner (.xlsm)

– Budget planning & expense tracking

– Planned vs actual spending

– Automatic calculations & summaries

✔ Notion Travel Planning Template

– Trip details, daily plans & packing list

– Flight timeline & important reminders

– Fully customizable after duplication

🧮 PART 1 – EXCEL TRAVEL EXPENSE PLANNER

File type & important notes

File format: .xlsm (macro-enabled Excel file)

Macros must be enabled for full functionality

Macros are used only for:

clearing input data

resetting tables

🔒 Macros do not access the internet and do not collect personal data.

What this Excel planner is for

Use Excel to:

track planned vs actual expenses

see your remaining budget in real time

identify top spending categories

keep everything structured & automatic

Main sheets explained

🗺 Trip Overview

Enter:

destination country

travel start & end dates

number of adults, children, pets

currency (dropdown)

Clear All Data button:

clears only entered values

keeps layout, formulas, dropdowns & design intact

💳 Expense Planner

Enter:

category

description

planned amount

actual amount

paid amount

Automatic columns (DO NOT EDIT):

difference

remaining to pay

rank

⚠️ Do not delete columns or formulas – this may break calculations and charts.

📊 Budget Summary

Maximum Spending Limit is entered manually

Automatically calculates:

total planned

total actual

remaining to maximum

remaining to planned

Clear button resets only the maximum limit.

💱 Currency List

Contains all available currencies

If your currency is missing:

Add it to the Currency List sheet

It will automatically appear in the dropdown

You may extend the list safely.

⚠️ Do not rename the sheet or remove existing currencies.

🗂 PART 2 – NOTION TRAVEL PLANNING TEMPLATE

Accessing the template

Open the Notion template link provided after purchase which you can find in the pdf User Guide

Steps:

Click Duplicate (top right corner)

Log in to your Notion account (free account is enough)

The template will be copied to your workspace

After duplicating, everything is fully editable.

What’s inside the Notion template

🗓 Trip Dates

Start Date & End Date with calendar selection

👨‍👩‍👧 Travelers & Trip Details

Fill in:

adults

children

pets

accommodation

transport details

✈️ Flight Timeline

Track:

airport arrival

boarding time

departure

landing

Perfect for smooth travel days.

📅 Daily Plan

Plan each day with:

day

main plan

notes

Add or remove days as needed.

🎒 Packing Checklist

Collapsible toggle section

Checkbox-based packing list

⚠️ Important Section

Collapsible reminder section

Ideal for:

documents

rules

important preparations

📝 Notes & Budget Notes

extra thoughts

reminders

optional or estimated costs

Fully customizable text areas.

ℹ️ IMPORTANT INFORMATION

This is a digital product – no physical item will be shipped

No refunds due to the digital nature of the product

For Notion: you must duplicate the template before editing

💡 FINAL TIP

Use Excel for numbers and budget clarity.

Use Notion for structure, planning, and daily organization.

Together, they create a complete, stress-free travel planning system ✨