guides & templates

The Complete Wedding Budget Guide for Wedding Planners

full product details

Handling thousands of dollars of your clients’ money is a huge responsibility. It’s important to be knowledgeable about what things cost, how to save money, and how to compensate if your clients make bad decisions.

This comprehensive guide and budget planning template teaches event planners many of the details of creating and managing a client’s wedding budget.

You will learn how to create accurate wedding budget projections, set ground rules with clients regarding the budget, set budget priorities, set expectations with clients, key wedding budget busters, smart wedding budget boosters, communicating the budget to vendors, how to review the budget with clients, and more!


Business Use License $239

Personal Use License $39

product features

product

features

A 40-page comprehensive guidebook

The Complete Wedding Budget Guide for Wedding Planners was written by two expert event planners: Debbie Orwat, Founder of Planner’s Lounge, and Susan Southerland, Founder of Just Events! Group and SusanSoutherland.com. Between Debbie and Susan, they have more than 30 years of experience planning weddings and managing wedding budgets.

Chapters in this ebook include how to get started with wedding budgets, setting ground rules with your clients regarding the budget, setting budget priorities, setting expectations with clients, wedding budget busters, wedding budget boosters, communicating the budget to vendors, creating the budget estimate, and more.

Click here to see the full table of contents

A professional Excel wedding budget spreadsheet template 

This template makes it easy to add, remove, change, and update as you go through the planning process for a wedding. The wedding budget template comes in both an Excel version and a Google Sheets version.

This wedding budget template was coded by a professional programmer exclusively for Planner’s Lounge.


the full list of what's included

Printable budget priorities worksheet

This worksheet will help you and your clients set priorities and determine what to include in the wedding budget.

Two License Options for Purchase

There are two purchase options for this product: a personal use license and a business use license.

Personal License Details: The Planner’s Lounge Wedding Budget templates are for internal business use only, and they may NOT be shared or distributed to your clients. The non-transferable personal license allows you to use the budget spreadsheet templates for your personal or household use only. Once downloaded or saved onto your computer, you may modify the structure of the budget templates as necessary. You may not send, give, transfer, distribute, or sell the Planner’s Lounge spreadsheets, original or modified, to anyone outside of your household unless you have purchased a business license. If you aren’t sure whether you need a business license, you can purchase a personal use license now then upgrade to a business license at a later time.

Business License Details: The wedding budget templates are branded with YOUR business logo and colors, and you MAY share or distribute them to your clients. A non-transferable business license allows you to use the spreadsheet budget templates for business or commercial purposes. Each license is specific to, and limited to, one business and one set of custom budget spreadsheets. With a business license, you may send, give, transfer, distribute, or sell the spreadsheets or copies of them for event planning business purposes. You may not alter or modify the spreadsheets’ structure or programming in any way prior to sending, giving, transferring, distributing, or selling them, or uploading them onto your website. With your business license purchase, you will also work with the spreadsheet designer to have your budget spreadsheet templates customized to your brand colors and logo.

what's included

Custom Branding of Budget Spreadsheet Template + License For Business Use (Only included for Business License Purchases)
Budget Priorities Worksheet in PDF format (1 page)
Professional Wedding Budget Spreadsheet Template
Comprehensive Book in PDF format (40 pages)

Complete budget guide

*Planner’s Lounge and Savvy Spreadsheets are not responsible for the proper functioning of the spreadsheets once they have been modified by you.

what they're saying

"I highly recommend it to wedding planners!"

The Complete Wedding Budget Guide is full of great information and tools. I highly recommend it to wedding planners! I've come across many wedding planners that don't realize the depth of the liability, record keeping, and time management that is involved when you offer this service. The budget busters section is a great resource, as these are often overlooked and can really add up, causing "priority" items to be downsized or the budget having to be increased towards the end because they were not accounted for.” -Carmen Mesa, Owner Carmen Mesa Events

"I love the priority checklist sheet!"

“I love the priority checklist sheet! Having the clients fill this out helps to create a realistic picture of what is important to them and helps the planner make recommendations within their budget, or show them how much it will take to create what they want. The budget Excel template is easy to use and I like that you are able to add line items per category, as needed.”

The Complete Wedding Budget Guide product is fully electronic. After purchasing, you will receive immediate access to download all of the files to start using today.

When will this ship to me?
answer:
Who is this product for?
WHICH VERSIONS OF EXCEL DO I NEED?
answer:

It works with Excel 2007, 2010, 2011, 2013 and 2016. There is also a simpler version of the template included that can be imported into Google Drive and/or Google Sheets.

Who is this product for?
Is there a guarantee?

answer:

If you are not completely satisfied, we offer a 7-day money-back guarantee with no questions asked. Please note that refunds are not available on custom branded spreadsheets once the customization work has been started. Click here to see the full table of contents.

Who is this product for?
CAN I USE THE EXCEL TEMPLATE FOR ALL OF MY WEDDINGS AND EVENTS?
answer:

If you purchase the business license, you'll be able to use the Excel budget spreadsheets for all your clients. With purchase, you'll work with the designer to have your files custom branded with your colors and logo. 

If you purchase the personal use license,
you can only use the budget templates on your own computer and can't distribute them to clients. The colors and logo are locked and can't be changed on the personal use budget spreadsheets.

Who is this product for?
Can I change the colors and logo on the Excel budget template?
answer:

If you purchase a personal license, you will not be able to change the colors or logo on the spreadsheet template. If you purchase the business license, you will work with the spreadsheet designer to have the spreadsheet customized to your brand colors and logo.

Who is this product for?
WHAT HAPPENS IF I LOSE THE FILES?
answer:

Please save the product files to a safe location immediately after your purchase. We recommend using Google Drive or Dropbox for free online storage. You can also download the zip file and email it to yourself, then keep that email for future use. We do not reissue files or links for the Wedding Budget Guide product.

Who is this product for?
CAN I PURCHASE THE PERSONAL USE LICENSE NOW THEN UPGRADE TO A BUSINESS LICENSE LATER?
answer:

Yes! You can purchase the upgrade here when you are ready to upgrade from a personal use license to a business use license. When you purchase the upgrade, you will then work with a designer to customize the Excel budget spreadsheet templates to your brand colors and logo. 

Who is this product for?
WHO IS THIS PRODUCT FOR?
answer:

All levels of wedding planners! If you are new to owning an event planning business, this checklist will give you a great foundation to build your business.

If you are an experienced business owner, the checklist will give you an easy way to get those business tasks out of your head and into your calendar or business management software, saving you time and brain space!

Who is this product for?

The Complete Wedding Budget Guide gives you the specifics

on creating a detailed budget projection, how to avoid critical mistakes, ways to save money, and why it’s so important to have an accurate budget BEFORE doing any planning or vendor bookings.

Business Use License $239

Personal Use License $39

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