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Gift, Cash Gift & Thank-You Tracker (Excel)

5 imagesDigital download

Gift, Cash Gift & Thank-You Tracker (Excel)

Sold by WedPlanner · Instant delivery to your inbox

Product details

Description

After the wedding come the envelopes: from the reception box, the money dance, GCash and Maya transfers, a check from a ninong, a rice cooker from the registry, gifts from the bridal shower and the despedida de soltera. This tracker keeps them straight so every giver gets a proper thank-you.

On the Gifts tab, add each gift once: giver or household, bride's or groom's side, relationship, event, date received, gift type (cash, envelope, GCash, Maya, bank transfer, check, item or registry item), the amount or estimated value, and a short description. Mark whether it was delivered and whether you kept the card. When you send a thank-you, pick the method (handwritten card, chat message, call and more) and type the date.

Gentle flags show which thank-yous are overdue or due soon, based on a number of days you choose (30 to start), and remind you to add an amount or date if one is missing. The Dashboard shows your total cash received, totals by gift type, by event and by side, thank-yous sent and pending, registry progress, the envelope count result, and the 10 gifts waiting longest for a thank-you, with a chart.

For the night itself: the Money Dance tab tallies each round, who danced, who counted and who witnessed. The one-page Envelope Count sheet lets two people count the cash by denomination, shows whether their counts match, checks the total against what's logged, and has spaces for the sealed bag number and signatures.

The Registry tab follows your wishlist: store, quantity, price, who claimed it and what has arrived. The Thank-You Helper builds a short draft note from the giver's name and gift, using warm English or Taglish phrases you can edit, to start your handwritten card.

You type only in the white cells. Totals, flags and checks are worked out for you, and those cells are locked so a formula isn't erased by accident.

What's included

  • Gift, Cash Gift & Thank-You Tracker set for A4 printing (.xlsx)
  • The same tracker set for US Letter printing (.xlsx)
  • Filled-in example file with made-up names, gifts and amounts, labelled as example data (.xlsx)
  • Read-me
  • Personal Use License
  • Customization Guide

What's inside

Tabs in each spreadsheet:

  1. Start Here: how it works, the flags, counting cash on the day, and matching givers with your guest list
  2. Dashboard: your details, total cash, at a glance, totals by gift type, event and side, the 10 thank-yous waiting longest, a cash by gift type chart and checks (prints on 2 pages)
  3. Gifts: 500 rows with giver, side, relationship, event, date received, gift type, amount, estimated value, item, delivered, card kept, thank-you method, status, date sent, days waiting, flag and notes
  4. Money Dance: 40 rows for rounds, song, who danced, counted by, witness and amount
  5. Envelope Count: one page with two counters by denomination, envelope count, check against the log and sign-off
  6. Registry: 60 rows with item, store, quantity, price, priority, claimed by, received and status
  7. Thank-You Helper: note builder and a phrase bank of openings, gift lines and closings in English and Taglish
  8. Lists: sides, relationships, events, gift types, thank-you methods and statuses

Format

Made for Microsoft Excel: an .xlsx workbook with working formulas, dropdown lists, conditional colours and a chart. No macros. Built and tested for the .xlsx format; other spreadsheet apps may display some features differently.

Each tab prints one page wide. One file is set to A4 (210 × 297 mm) and one to US Letter (8.5 × 11 in).

Who it's for

  • Engaged and newlywed couples in the Philippines with cash, GCash, Maya and item gifts to track
  • Couples who want a fair, signed envelope count on the wedding night
  • Couples with a bridal shower, despedida de soltera or registry as well as the wedding
  • Anyone who wants to make sure every ninong, ninang, tita and friend gets a thank-you

FAQ

Is this a physical product? No. It's a digital download.

Which app do I need? Microsoft Excel. The file is a standard .xlsx with no macros. Other apps may open it, but dropdowns, colours, the chart or sheet protection may look or behave differently.

Does it connect to GCash, Maya or my bank? No. You type in what you received; nothing is connected or linked.

Do I have to send thank-yous within 30 days? No. 30 days is only the starting setting for the flags. Change it on the Dashboard.

Is the thank-you helper written for me? It builds a short draft from phrases you can edit, in English or Taglish. It's a starting point; add something personal in your own words.

Can I use it with the WedPlanner PH Guest List & RSVP Tracker? Yes, by copying names from one file and pasting them into the other. The files aren't linked.

Can I add more rows? There are 500 gift rows, 40 money dance rows and 60 registry rows. The Customization Guide explains how to add more.

I need help. Who do I contact? Email support@wedplanner.ph.

Price

PHP 499 · One-time purchase · Instant download of the ZIP (A4 and US Letter spreadsheets, the filled-in example, plus the read-me, license and customization guide)