00:00Hi there! Today I'll show you how to use the Travel Planner template,
00:03available for purchase on our website spreadsheetshub.com. This template helps you
00:09organize your trips, plan your budget, track expenses, manage bookings, and keep all your
00:15travel details in one convenient place. Before getting started, take a moment to read the
00:20instructions on the first page. They'll guide you through how to use the template effectively.
00:26The first step shows how to specify the budget plan and main categories. This step guides you
00:32through filling in the table with flights, rental options, and other essential details. Use this
00:38table to easily compare information and select the best options for your trip. Next, it shows how to
00:44fill in the main sections of the travel form. This step shows you how to fill out the packing list.
00:50Next, it shows how to fill in the daily task list. Next, it shows you how to fill in your
00:56travel
00:57budget details. This step describes how to make a travel plan and write down all the places you would
01:04like to visit. These two steps demonstrate how to fill in the trip overview, enter your destination,
01:11and provide the main travel details including travel dates and estimated costs. Go to Travel Planner
01:18Setup. Enter your travel budget. Select the base currency. This table should contain data on the main
01:27categories. In the Expenses Categories block, list all the types of expenses you plan to track for
01:34your trip. Examples, flights, accommodation, car rental, other transport, tours, events, restaurants,
01:41activities. You can also include any other expenses you regularly expect during your travels.
01:57In the Payment Methods block, list all the payment options you plan to use during your trip.
02:03Cash, bank account, or credit card. You can also include any other payment methods you use regularly.
02:15In the Travelers block, list all the people who will be part of your trip along with their age category.
02:20You can also include any other travelers who will join your trip.
02:32Go to the Travel Research Sheet. In these tables, you can write down different destinations,
02:38flights, and hotels. This will allow you to study everything carefully and choose the best options.
02:45In the Destination Research Table, specify the destination.
02:52Select the transport. Child-friendly note. Select the type. Enter the budget.
03:02Specify the best time to go.
03:05Select the flight table. Specify the night rate.
03:10Clarify the reasons for the trip.
03:16Check the top choice. If necessary, specify any notes.
03:21The Flights Table can be used to specify flight information. Enter the date.
03:29Specify the departure and arrival points of the flight.
03:38Enter the time in the departure and arrival columns.
03:44Specify the airlines.
03:48Enter the luggage details.
03:52Specify the weight for hand luggage. Specify the number of tickets.
03:59Enter ticket prices.
04:02The amount in the total cost column is calculated automatically.
04:07The table can be used to specify accommodation information.
04:11Enter the location. Specify the name and address.
04:18Specify the date and time of arrival. Specify the date and time of departure.
04:25Enter the number of nights. Enter the price.
04:28Total cost is calculated automatically. Specify the booking provider.
04:35Select the preferred option. If necessary, you can include links and notes.
04:40Move to the rentals table. Specify the rental company.
04:47Specify what you are renting.
04:51Specify the date, time, and location when you pick up the car.
04:57Specify the date, time, and location when you need to return the car.
05:03Enter the number of days. Enter the price. Enter the amount of insurance.
05:10The total amount is calculated automatically.
05:14Enter notes if necessary. Go to the travel task list sheet.
05:19On this sheet, you can write down the main tasks related to travel.
05:23In the trip to-do list table, you can include tasks related to planning and organizing your trip.
05:30Assign a person responsible for each task and update the status as you progress.
05:36Research beach destinations. Research luxury destinations.
05:41Compare airline ticket prices and schedules.
05:50In the when you book table, list all tasks related to finalizing and managing your bookings.
05:56For example, research destinations. Compare schedules. Review booking options.
06:05In the one week before departure table, list all final preparation tasks that need to be completed
06:11shortly before your trip. For example, confirm travel arrangements. Review destination plans. Check flight details and schedules.
06:28In the one day before departure table, list last minute tasks that should be completed right before your trip.
06:35For example, confirm flight check-in. Prepare travel documents. Pack essentials and review final travel details.
06:49In the departure day table, list all important tasks that need to be completed on the day of your trip.
06:57Prepare passports and ID documents. Double check luggage. Confirm transportation to the airport.
07:03Review flight details.
07:12You can specify about 1,000 tasks in each block. Go to the packing list sheet.
07:19On this sheet, you can list all packing details to help ensure you don't forget anything.
07:26First, specify the person the luggage belongs to.
07:30In the hand luggage block, you can include essential items you need to keep with you during the flight,
07:36such as your passport, wallet, phone, charger, and other personal essentials.
07:43Enter the quantity.
07:49In the clothing block, list the clothes you plan to pack, such as pants, dresses, underwear, shoes, jackets, or swimwear.
08:03In the technology block, specify electronic devices and accessories, including a laptop, tablet, camera, power bank, adapters, and other.
08:15In the toiletries block, include personal care items like a toothbrush, toothpaste, deodorant, skin care products, and makeup.
08:28In the other block, you can add any additional items such as sunglasses, an umbrella, travel documents, a reusable water
08:37bottle, or small accessories.
08:42Check the box next to each item once it's packed.
08:47This way, you can create a packing plan for all nine travelers at once.
08:52Go to the things to do sheet.
08:55On this sheet, you can record the places and activities you are interested in.
09:01Specify the place.
09:06Enter the address.
09:09Enter the opening hours.
09:14Specify the buy tickets from.
09:18Enter the ticket price.
09:20Specify notes if necessary.
09:22Insert a photo of the location.
09:32Enter more examples.
09:48Specify up to 20 activities or places.
09:51Go to the daily planner sheet.
09:54On this sheet, you can list the tasks for each day of your trip.
09:58The day can be divided into breakfast, morning, lunch, afternoon, dinner, and evening.
10:05For breakfast, you can list eat, coffee, morning news, quick workout, or plan the day.
10:12For morning, you can list sightseeing, beach walk, museum visit, guided tour, photography.
10:20For lunch, you can list lunch at a restaurant, picnic, try street food, or relax at cafe.
10:30For afternoon, you can list shopping, excursion, relax by the pool, visit park, or take a boat ride.
10:39For dinner, you can specify dinner at a restaurant, attend tasting event, or family meal.
10:45For evening, you can specify attend event, nightlife, watch sunset, read or journal.
11:00If necessary, you can also include notes.
11:03You can create a plan for up to 24 days.
11:07Go to the travel budget sheet.
11:10Budget information must be entered in the table below.
11:13Enter the date.
11:17Select a category.
11:18The drop-down list is generated based on the data in the travel planner setup sheet.
11:24Enter a description.
11:28Enter the budget.
11:30Enter the actual amount spent.
11:33The column is calculated automatically.
11:35Select the payment method and check the box when the payment is made.
11:40If necessary, you can enter notes.
11:43Let's specify more data.
11:54Moving on to the analysis section.
11:56The model is in English by default, but if you want to translate the tables into another language,
12:01you can use our Translate Hub tool.
12:03It's quick, accurate, and super easy to use.
12:06You'll find the link in the description below.
12:09Let's return to the model.
12:11This block updates automatically, providing a clear overview of the final budget
12:16and helping you identify trends and key insights for faster decisions and adjustments.
12:22The expense distribution chart will help you analyze your expense structure.
12:26With the expense tracker chart, you can analyze the dynamics of your expenses by day.
12:32This chart shows differences between budget and actual, highlights overspending, identifies trends,
12:39and supports better budgeting decisions.
12:42Go to the travel overview sheet.
12:44This sheet contains general information about the trip.
12:48Specify the destination and insert the picture.
12:58The budget summary section is updated automatically.
13:01This data helps you quickly review your travel budget.
13:05In the trip details section, you can specify your travel dates
13:10and the number of travelers.
13:16The number of days until the trip is calculated automatically.
13:20The actual expenses chart shows expenses by category.
13:24The expense tracker chart shows the dynamics of expenses by day.
13:29This chart shows the structure of expenses by category.
13:33These charts help manage your budget efficiently and make informed decisions.
13:38In the activity planner section, you can make brief notes about activities.
13:42The number of days.
13:43Specify the activity.
13:46Specify the date.
13:50Enter the status.
13:53Enter the contact.
13:57Enter the time.
13:59Enter the price.
14:01Photo can also be included.
14:12To make things easier for you, the input cells are highlighted in light blue,
14:16and the formula cells that update automatically are marked in light pink.
14:21It's best not to change the formula cells, as this could disrupt the calculations.
14:25These cells are also locked for protection.
14:28If you still decide to modify a formula, just enter your data and click OK when prompted.
14:34The formula will be updated.
14:37In the Excel version, you can unlock the sheet without a password if needed,
14:41but we recommend leaving the formulas untouched to ensure everything functions correctly.
14:46And one technical point.
14:48If you're using the Excel version of this report,
14:51we recommend using Excel 2021 or later to ensure all formulas work correctly.
14:56Also, please avoid opening the Excel file in Google Sheets.
15:00If you prefer working in Google Sheets,
15:02we suggest using the dedicated Google Sheets version of the report instead.
15:07Enter your own travel details to see how easy it is to plan and organize your trip.
15:13The template is available for download via the link in the description.
15:18For more personalized solutions, our team can build custom tables tailored to any level of complexity.
15:24We also offer templates with resale rights, along with an open affiliate program for those interested.
15:30Thanks for watching, and have a productive day.
15:33See you next week, we'll see you next week.
15:34Thank you so much.
15:42Bye-bye.
15:43Bye-bye.
15:43Bye-bye.
15:45Bye-bye.
15:46Bye-bye.
15:47Bye-bye.
15:51You
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