travelling format in excel

The Best Expense Report Template for Excel [3 Options]

• Last updated October 11, 2023

In this guide, I’ll give you three examples of an expense report template for Excel under different categories:

Simple Expense Tracker

Business expense tracker, travel expense tracker.

Read on for a detailed guide on how to use each expense tracker.

Table of Contents

What Is an Expense Report Template for Excel?

An Excel expense report template is a pre-made spreadsheet that can be used by businesses and individuals to record and track their expenses.

Excel expense tracker templates are customizable, meaning you can change them based on your needs and requirements. You can add or remove rows and columns, adjust formatting, and include formulas to automate some of the calculations.

Using expense report forms can help you maintain an organized record of your business expenditures, which is crucial for tax purposes, budgeting, and financial planning.

Related: Get a Free Business Expenses Spreadsheet

Benefits of Using an Excel Expense Template

Using an expense tracking template in Excel has been a game-changer for managing my business finances. Here are some of the benefits I experienced:

Easy Expense Tracking

Using an expense tracking Excel template has simplified my expense tracking process. It lets me have an organized format to add all my financial transitions. This has eliminated the need for old-school manual records, making it a hassle-free experience.

Tailored Categories

When I create an expense Excel template, I can add a category section by using a dropdown button. This makes filtering data easier, as I can use a formula and search for rows containing “Rent” or “Groceries.” Removing or adding categories in a separate list also allows me to update the template in real-time, keeping the data accurate.

Automatic Calculation

Excel allows users to use functions and formulas to automate calculations. By using formulas, I don’t have to worry about manually updating the totals in my spreadsheet. Using simple formulas also allows me to perform calculations with changing values. For example, I can add the gas price in a cell and use it to calculate fuel prices based on the updated rates.

Effective Management

Budget management has become more accessible using a free expense report template, Excel. I can set a budget limit, monitor my spending, and see how much money I have left. Using conditional formatting, I can add rules to my budget to show a specific color based on how much funding I have used. For example, I can set it so my budget stays green when it’s less than 75%, becomes yellow between 76% and 90%, and goes to red above 90%.

Creating Charts

Excel’s graphs  are one of the best features to use if you’re looking for visual insights. Making a chart allows me to visually represent my spending patterns. I tend to use bar graphs and pie charts to help me quickly identify my spending habits.

Simplified Tax Preparation

Using Excel expense report templates can be great for simplifying the process of consolidating deductible expenses  into a single spreadsheet. This ensures that I always have an organized record of tax deductions, which helps save time and reduces the stress of the tax season.

Excel expense trackers are a valuable tool for businesses and individuals to manage their finances effectively. Using an expense template has become a daily part of my financial toolkit.

It streamlines the process of finance tracking, offers customization, real-time insights, automated calculations, budget management, charts, and graphs, and helps prepare you for tax season.

Related: Free Trucking Expenses Spreadsheet Template

What Should I Include in a Good Expense Report Template?

Although you can customize an expense report template according to your needs and preferences, let’s take a look at some essential elements I can add to an expense report template:

When creating templates for personal use, I don’t tend to add a lot of headers unless I need to add information for future reference. However, when creating templates for business use, I generally add cells for the company’s name, the expense report’s title, the date, or the reporting period.

Some of the details you should look to have in your expense template include the date of the expense, description or name, category, amount spent, and payment method.

Expense Categories

I like to divide my expenses into categories for easier sorting. You should look to create a separate column with a dropdown menu using Excel’s Data Validation feature. This way, you can have preset categories which you can add with a click.

Budget Tracking

Although this isn’t entirely needed in an expense tracker, having a budget tracker is certainly nice. I also like to create a cell for the money I have left, which uses a simple formula to check how much I have spent.

These are some of the things I like to add to the expense tracker template I make. However, feel free to add more elements to your expense tracker template based on your needs.

Related: How to Create a Budget Spreadsheet

Best Excel Expense Report Templates for 2024

Here are some expense report examples you can use in Microsoft Excel. To use the template, simply download it and open it using Excel. Feel free to make any changes and delete the previously added data to start from scratch.

If you like the following templates, you should also check out our premium templates library , where you can use the code “SSP” to save 50% off all SpreadsheetPoint templates.

Get Premium Templates

I created this expense tracker template to be as simple as possible for the user, as not everyone is looking for a template that allows them to micromanage their expenses.

This is a simple, hassle-free way to monitor your budget and expenses. The template was designed with both mobile and PC users in mind. This expense tracker features two distinct sections.

The first section records your expenses. Here, you can add a Name for the expense, choose its Category from a drop-down menu, and enter an Amount and the Date . You can also add optional Notes  to describe the expense.

The second section allows you to add your Budget and Categories to the selected expenses in the first section. The top ribbon shows the Total Spent , your Budget , and the Money Left . The Total Spent  is calculated automatically using a formula that sums the values in Amount . Add your Budget in the cell, which will then show the Money Left  using a formula that subtracts the value in Total Spent  from the Budget  value.

Finally, you can add the Categories , shown in the Category section, by clicking on an arrow showing a drop-down menu.

I made this free Excel expense report template for people looking to track their business expenses. The template features a simple, intuitive design, which should make this template easy to use, even for the basic user.

The template consists of three sections. The first one allows you to add some basic information about the report. This includes the Company Name , ID , Employee Name , Department , Purpose , and the From  and To  dates.

The next section allows you to add information about the expenses. This includes the Date , Description , Transport Costs , Fuel , Meals , Lodging , and Other expenses. Finally, the third column adds the Total for the specific day. A row towards the bottom of the table also shows individual totals for Transport , Fuel , Meal s, Lodging , and Other expenses.

Additionally, two cells allow you to add the Date and the signature of the person by whom the payment was Authorised By .

Related: Google Sheets Expense Tracker

This is the perfect template for anyone looking for an expense tracker template for travel. The template has two sections. The first section allows you to add details like your Name , Position , Department , Manager , Purpose , Start Date , End Date , and Mileage Rate . The total costs of the expenses are color-coded for easier viewing.

The next section allows you to add the Expense name, Date , and Account . You can also add the expense amounts directly in the Hotel , Meals, and Other sections. To calculate the Mileage , write the starting and ending reading. It will be automatically calculated based on the Mileage Rate .

Finally, the grand total of the expenses can be found towards the top right part of the template under Expense Report Total .

Wrapping Up

Hopefully, you now have the perfect expense report template for Excel to cater to your needs. If not, remember you can edit templates to suit your specific purposes.

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11 Free Travel Itinerary Templates for Your Next Trip in Google Docs, Excel, & Word

Content Partnership Specialist

April 8, 2024

There are a lot of things that go into planning a trip.

From scheduling flights, booking hotels and car rentals, planning activities, and ensuring all of them fit within your timeline and budget too!

Whether you’re a seasoned traveler or simply someone looking to create an organized travel schedule for your upcoming trip, then you should consider using an itinerary template. 

Itinerary templates help you organize your activities, manage your time , calculate your expenses, give you a breakdown of all your important travel information before a trip, and help you make the most out of your business trip or vacation. 

Head over to the sections below to find out what makes a good itinerary template, and discover 11 free templates you can use to help you plan your next trip! 🏝️

What is an Itinerary Template?

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An itinerary is a document that outlines all of the details of your trip, from your flight and hotel reservations to your planned activities and budget, to ensure that everything runs smoothly.

That said, trip planners should turn to itinerary templates to give you ready-to-use and organized fill-in-the-blank pages that you can use for every type of trip. 

Itinerary templates can help business and leisure travelers:

• Save time, plan more effectively, and provide an organized format for all the important details of their trip
• Have a digital planner to keep track of all the details they need to consider when planning their travel, such as dates and locations, transportation and accommodations, and activities
• Get quick access to all of the necessary details in one place
• Help manage last-minute changes more effectively

Think of these free itinerary templates as your personal travel agent assistant. They’re there to assist you with planning the most important parts of your trip, so you spend more time enjoying the moment than worrying about what’s next and how you’re getting there.

Moreover, creating a detailed travel itinerary is beneficial if you’re visiting a new city or country you’ve never been to before. 

So what should a travel itinerary look like? Let’s take a look!

There are several types of itinerary templates for different occasions. The most commonly used and sought templates are for business trips, vacations, event planning, and global and domestic travels.

And while there are many types of itinerary templates out there, the best ones offer the following basic elements: 

• Have clear and concise language
• Organized and easy-to-read format
• Customizable and easy to edit
• Easily accessible and sharable 

And if you need to shift your plans around due to unexpected changes, a solid travel itinerary template should offer the flexibility to let you make changes without compromising the flow of your trip. It also shouldn’t require you to start your travel itinerary from scratch.

Ultimately, these templates should help you create a personalized travel itinerary, save time, and stay organized to help you become a better planner.

Speaking of which—here are 11 hand-picked travel itinerary templates that can help you with that! Each one offers a unique format and features. Check them one by one to see which templates suit your needs the best.

11 Travel Itinerary Templates for Your Next Trip

Traveling for work? 

This Business Travel Itinerary Template by ClickUp can help you get all your important travel details and work schedules, all in one place. 

Easily notate your travel dates, hotel information, flight number, and other important information in an organized and easy-to-follow format in ClickUp Docs . If you have multiple travel plans or want to keep your past and future travel itinerary docs in one place, then simply add nested pages under one Doc to keep everything neatly organized and accessible.

And because ClickUp Docs allow you to have full control of sharing permissions and privacy, you can keep your pages private to protect your personal information or securely share them with selected people via a link.

Best of all, ClickUp is available on the mobile app , so you can take your itinerary template wherever you go and access it any time of the day.

Use this free travel itinerary template to streamline your business travel planning process and establish a consistent standard itinerary that you can use again and again.

Planning a road trip or exploring a new city?

Whatever type of vacation you’re planning for, this Vacation Planning Travel Itinerary Template by ClickUp can help you create a visual roadmap of your planned activities.

With this free travel itinerary template, you’ll be able to plan your destinations, use ClickUp Custom Fields to add important details such as hotel addresses, type of activity, hours of operation, travel time, accommodations, reservations, and so on to ensure you’re on the right track to hit all the spots you have planned to visit on your trip!

Additionally, this template allows you to visualize your road trip itinerary in Map view, as shown above, and other views in ClickUp, such as List, Embed Board, and Doc view. Each custom view offers a unique look at your travel itinerary to help you visualize and organize your plans in the best way that works for you. 

Use these vacation planning templates to give you the structure and organization you need to plan your next trip and have a stress-free getaway!

Streamline your travel planning with ClickUp’s Trip Planner Template ! Say goodbye to the chaos of scattered details and hello to a centralized hub for all your trip essentials. From flights to accommodations, activities to budgets, this template has you covered. Save time by organizing everything in one place and ensure nothing slips through the cracks.

With customizable features like custom statuses, fields, and views, you can tailor the template to suit your specific needs. Collaborate effortlessly with friends and family to create the ultimate travel experience. Whether you’re jetting off for a quick getaway or planning a work trip, this template provides the tools you need for a successful trip.

Set your budget, research destinations, create itineraries, and finalize details all within ClickUp’s intuitive platform. Track progress, assign tasks, and monitor productivity with ease. From start to finish, ClickUp’s Trip Planner Template empowers you to plan your dream trip efficiently and effectively.

Whether you’re born with natural event planning skills or perhaps someone who’s looking to get better at it, this Event Planning Itinerary Template by ClickUp can help you plan your next events with ease!

This event planning itinerary template includes three highly visual ClickUp Views that can be customized for any need, from organizing and scheduling event dates on a List and Board to drag-and-drop planning on a Calendar.

Each view provides pre-built Custom Fields, which allow you and your team to add important details, such as progress percentage bars, payment status, due dates, budget status, and more. You can also create Custom Task Statuses to help identify the stage each task is, keeping everyone in the loop on where each task stands at all times. 

You can download the app on your mobile device to access your tasks regardless of your event’s location, and use this itinerary template to help you become a pro at planning events and start managing all of your business operations, teams, and event planning —all in one place. 

Sometimes, it’s best to take things day by day, especially when your workload and to-do lists are getting out of hand. 

Seize the day and stay productive (and motivated) by turning to the 24 Hours Itinerary Template in ClickUp to guide you when creating your daily schedule!

This free itinerary template includes pre-built Custom Fields and Custom Task Statuses to help you easily plan and visualize your daily tasks. And because those features are fully customizable, you can edit and add whatever fields and statuses work best for your workflow.

Use this template to assist you with daily planning , so you easily view all of your to-dos, stay focused on what’s on your plate each day, and make the most of every day!

Meetings are a great way to sync with people in real time.

However, without a proper agenda, you might forget to discuss important matters, lose control of the meeting flow, and veer off track, leaving the attendees with more questions than answers or thinking, “this could’ve been an email.” 😅

Don’t let that happen to you! 

Whether you’re hosting a face-to-face or virtual meeting, having a prepared agenda beforehand keeps your meetings productive and helps make the most of your attendee’s time— the free Agenda Template by ClickUp can help you prep for your next meeting.

This template provides you with sections for your meeting details, participants, and so much more. And because this template is available ClickUp Docs, you can easily format the page to support any type of meeting , embed links to add more details to your agenda, and easily share it with your team before the meeting so they can come prepared with insights or questions. 

Use this itinerary template to help you plan and keep your next meetings productive! 

Planning a conference and need a conference agenda template ?

This Conference Itinerary Template by ClickUp can help you create, visualize, and manage your events all in one centralized place.

This template offers pre-built views, such as Box, Calendar, and List view, and Custom Fields and Custom Task Statuses to allow you to create your ideal itinerary for your event. Moreover, you can add custom tags to your tasks to add another layer of organization to your itinerary and add new Custom Fields to keep your tasks as detailed as possible as you plan your live or virtual conference events .

And if you need help getting started, no problem. It comes with a Getting Started Guide to help you get familiarized with the template and serve as a guide to help you plan your next event !

A meeting agenda is a must, especially for board meetings. 

The Board Meeting Agenda Template in ClickUp offers pre-built Custom Fields to help board members and leadership create a high-level and organized meeting agenda, and run productive meetings. You may also add single or multiple assignees to each task and subtask to clearly note who’s responsible for completing the task or presenting the topics and check them off the list as each task or topic has been discussed to easily track and note what is yet to be completed.

Use this itinerary template to help you create an organized meeting agenda , keep everyone in the loop ahead of the meeting, and promote open discussion among all participants, which can lead to stronger decisions and better outcomes.

If you’re an Excel user, then this template is for you.

Microsoft Excel offers a handy Vacation Itinerary template that you can use to organize all of your trip details. Whether you want to start a road trip itinerary with friends or a personalized itinerary of your full trip, this trip itinerary template includes entries for flight information, lodging, emergency contacts, activities, and so on. 

Once you’ve filled out the template with the details of your trip, simply save it on your computer or print it to take a physical copy of your itinerary with you or leave a copy for your friends and family while you’re away on your vacation.

If you like keeping things simple when planning your trips, then this travel itinerary template will work for what you need.

This template allows you to add and edit your travel details, such as destinations, transportation, lodging, and what you need to pack for your trip, in organized tables in Google Docs (where you can also connect to Google Sheets). 

This is one of the many customizable templates that’s free to download. Save it on your computer or print a copy to take with you!

Keep your business trips as stress-free as possible by creating a detailed flight itinerary, meeting schedule, and more all on one page. Use Microsoft Word’s Business Trip Itinerary template to keep track of important dates, departure and arrival times, destination addresses, phone numbers, travel time, and other notes about each item on your itinerary. 

Start Planning Your Next Trip with Travel Itinerary Templates

When it comes to planning trips, having an itinerary is key.

But we get it. Making a detailed itinerary can be quite time-consuming. That’s why using an itinerary template can be such a great tool! Stay organized and use the templates we provided above as a starting point for creating your own customized itinerary for your upcoming trips and events.

And if you’re a fan of customizations, then you’ll click well with ClickUp. 

It offers a fully customizable platform with hundreds of features and templates to give you the power to create a personalized experience, connect all your notes and work together, and build a workflow and itineraries that work for you.

Get access to ClickUp’s customizable templates for free today, and start getting excited about planning your next event! 

Bon voyage! 👋

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Free Excel Expense Report Templates

By Andy Marker | December 13, 2022

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We’ve gathered the top expense report templates for Excel and included tips on how to use them. Fill out and submit these forms to your financial team to reimburse employees and to track deductions for your organization’s taxes. 

On this page, you'll find the most effective expense report templates for Excel, including a simple expense report template , an expense tracker template , a business expense report template , an e mployee expense report with mileage template , and weekly and monthly expense report templates . Plus, find tips on how to create an expense report in Excel .

Simple Expense Report Template

Download the Sample Simple Expense Report Template for Excel Download the Blank Simple Expense Report Template for Excel

This basic expense report template simplifies the business expense process for employees. Enter the primary purpose for each expense, employee name, employee ID, department, and manager. For each expense, provide the date, a description, and category details. As you enter each line item, the template automatically calculates your total expenses. Add any advances to the template to calculate the total reimbursement amount.

For free small business expense report templates and resources, see this collection of small business expense reports, trackers, and spreadsheets templates .

Expense Tracker Template

Download the Expense Tracker Template for Excel

Account for every expenditure with this comprehensive, easy-to-use expense tracker template. For each expense, simply enter the date and method of payment, who the expense was paid to, a brief description, and the amount paid. The Subtotal column keeps a running tally of your expenses as you enter line items so you can track your expenses at a glance. This template is an excellent way to streamline receipt tracking and to ensure quick reimbursement. 

For more tips and resources, check out this list of free expense report templates .

Business Expense Report Template

Download the Business Expense Report Template for Excel

This all-inclusive business expense report template helps employees and employers keep expenses and receipts in order. By doing so, companies can ensure that each authorized expense is approved for reimbursement as quickly as possible. This customizable template also includes a section to itemize expense types not included in the pre-built column headers so that you can capture all of your expenses. This unique template automatically calculates your total expenses and total reimbursement and includes space for recording approvals..

Take a look at this expense tracking and reporting template set for more help optimizing your expense reports.

Employee Expense Report with Mileage Template

Download the Employee Expense Report with Mileage Template for Excel

Designed with transportation expenses in mind, this employee expense report with mileage template is perfect for tracking reimbursable miles or kilometers traveled. Use the template’s built-in odometer-reading fields to calculate each distance driven, and record the reason for travel, such as driving to the airport, a client meeting, or an offsite social gathering. In addition to  tallying your expense totals, the template also helps you track total distances driven so you can ensure the most accurate and timely reimbursement possible. 

If you’re looking for expense reports in a Google Sheets format, check out this collection of free Google Sheets expense report templates and business expense trackers.

Weekly Expense Report Template 

Download the Weekly Expense Report Template for Excel

Get week-by-week reimbursements from your employer with this weekly expense report template. For each day of the week, enter expenditures by category, such as lodging, mileage, or meals. In addition to helping you track expenses paid by the employee, the template also includes a section to track expenses paid with company funds. Use this section to keep track of all expenses and reimbursement amounts.

Monthly Expense Report Template 

Download the Monthly Expense Report Template for Excel  

Enter your day-to-day expenses in the monthly tabs of this user-friendly expense report template to create a comprehensive dashboard view of month-by-month expenditures. Use this template to quickly and easily create a thorough document of your monthly and annual expenses. This customizable template can be adjusted to change expense categories so that you can account for every expense.

How to Create an Expense Report in Excel

The most effective way to create an expense report in Excel is to use a preexisting expense report template. Select an Excel expense report template from this page, and plug in your expenses for timely reimbursement from your employer. 

To get started with your claim for reimbursement for your travel or other business expenses, download an Excel expense report from this page. Next, save a copy of the template using your organization’s file naming conventions.

Once you have selected and downloaded your template, follow these steps to create your expense report: 

• Open the Document: Open your expense report template in Excel. 
• Employee Name: Enter the name of the person requesting reimbursement. 
• Employee ID: Enter that employee’s unique ID number. 
• Manager: Enter the name of the approving manager. 
• Department: Identify the department issuing the reimbursement. 
• Purpose: Provide the purpose of the expenses. 
• Statement Number: Assign a statement number to the report.
• Pay Period: Select a date range for the expenses. 
• Date: List the date the expense was paid.
• Description: Briefly describe the expense.
• Air and Transportation Cost: List the amount of any travel-related expenses. 
• Lodging Cost: List any costs related to accommodations. 
• Fuel and Mileage Cost: Record the amount spent on gas or the total mileage at the beginning and end of expensed car trips.
• Meals: Record the cost of any business meals. 
• Entertainment: Record the cost of any reimbursable entertainment purchases. 
• Other: Record any additional expenses. 
• Calculate the Total Expenses: Once you’ve entered each individual expense, calculate the subtotal of all expenses paid. Most templates will calculate this amount automatically.
• Enter Any Advances: Include any money that was advanced to the employee requesting reimbursement. 
• Calculate the Total Reimbursement: Subtract any advances from your total expenses. Most templates will calculate this amount automatically. 
• Submit Your Expense Report: Submit your completed report, including all receipts, to your manager or other authorizer so they can complete the authorization section and quickly issue reimbursement.

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Excel Tutorial: How To Make A Travel Itinerary On Excel

Introduction.

When it comes to planning a trip, a travel itinerary can be a valuable tool for keeping all the details in order. From flight information and hotel reservations to sightseeing plans and transportation arrangements, a well-organized travel itinerary can ensure that you have a smooth and enjoyable trip. In this tutorial, we will guide you through the process of creating a travel itinerary on Excel , so you can stay organized and stress-free during your travels.

Key Takeaways

• A well-organized travel itinerary is essential for keeping trip details in order
• Excel can be a valuable tool for creating and maintaining a travel itinerary
• Using Excel functions and formulas can help calculate travel time and distances
• Conditional formatting in Excel can visually organize the itinerary for easy reference
• Including additional information such as contact details and reservation numbers is crucial for a smooth trip

Setting up the Excel Sheet

When creating a travel itinerary in Excel, the first step is to set up the spreadsheet with the necessary columns and formatting. This will help to organize the details of your trip in a clear and efficient manner.

A. Creating column headers for the itinerary

Begin by creating column headers for the essential details of your travel itinerary. These headers will serve as the categories for the information you will input, such as date, time, location, activity, and notes. It is important to use clear and descriptive headers to ensure that the itinerary is easy to navigate and understand.

B. Formatting the cells for date and time

Once the column headers are in place, it is crucial to format the cells for the date and time entries. This will help ensure that the information is displayed correctly and can be sorted and filtered as needed. For the date cells, use the date format that is most commonly used in your region (e.g., MM/DD/YYYY or DD/MM/YYYY). For the time cells, use the appropriate time format (e.g., 12-hour or 24-hour) to accurately represent the timing of each activity or event.

Adding Travel Details

Planning a trip can be overwhelming, but with the help of Excel, you can easily organize all your travel details in one place. Here are some simple steps to create a comprehensive travel itinerary using Excel.

Start by creating a new spreadsheet in Excel. Create columns for the date of the flight, the airline, the flight number, departure and arrival times, and any other relevant details. This will help you keep track of your flight schedule and important information.

Next, create a section for accommodation details. Include the name of the hotel or rental, the address, reservation number, check-in and check-out dates, and any special notes or requests. This will ensure that you have all the necessary information for your stay.

Finally, add a section for transportation plans. Include details about any car rentals, train or bus tickets, or other transportation arrangements. This will help you stay organized and ensure that you have all the necessary information for getting around during your trip.

Incorporating Activities and Events

When creating a travel itinerary in Excel, it's important to include a section for daily activities and any scheduled events or tours. This will help you stay organized and make the most out of your trip. Here's how to incorporate activities and events into your travel itinerary:

• Start by creating a new column in your Excel sheet specifically for daily activities.
• Label the column "Daily Activities" or "Day Plans" to keep it clear and organized.
• Under each day of your trip, list the activities you have planned, including the time and location.
• Create a separate section in your Excel sheet for scheduled events or tours.
• Title this section "Scheduled Events" or "Tours" to distinguish it from the daily activities column.
• Include the date, time, and location of each scheduled event or tour, as well as any important details or contact information.

Utilizing Excel Functions

When creating a travel itinerary in Excel, you can utilize various functions to streamline the process and enhance the organization of your travel plans. Here are two key functions to consider:

• Using formulas to calculate travel time and distances

Excel's built-in formulas can be incredibly useful when planning a travel itinerary. By using functions such as =SUM() and =AVERAGE(), you can easily calculate the total travel time for different segments of your trip, as well as the distances between various locations. This will allow you to have a clear overview of your travel schedule and make informed decisions about your itinerary.

• Implementing conditional formatting for visual organization

Conditional formatting in Excel allows you to visually organize your travel itinerary based on specific criteria. For example, you can use conditional formatting to automatically highlight travel segments that exceed a certain duration, or to color-code different types of activities or destinations. This makes it easy to identify potential conflicts or gaps in your itinerary, and ensures that important details stand out for easy reference.

Including Additional Information

When creating a travel itinerary in Excel, it’s essential to include additional information such as contact details for accommodations and transportation, as well as confirmation numbers or reservation details. This ensures that all the necessary information is easily accessible and organized in one place.

Accommodations:

Transportation:, confirmation numbers:, reservation details:.

Creating a travel itinerary in Excel can be instrumental in ensuring a smooth and well-organized trip . By utilizing Excel's features, you can easily manage your transportation, accommodation, and activities in one convenient location. The benefits of having a well-organized itinerary are numerous, including minimizing stress and maximizing enjoyment during your travels. With a clear plan in place, you can make the most of your time and maximize your travel experience .

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How to Use Excel to Manage Your Travel Budget

Eliza Medley

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Crafting the perfect travel spreadsheet transforms trip planning into a seamless experience. It tailors your itinerary to match your travel whims while effortlessly adapting to changing plans. Let's discuss how to use Excel to manage a travel budget.

How to create the ultimate travel spreadsheet

Here is a simple guide to creating a travel spreadsheet.

Set up your Excel spreadsheet

Follow these steps to create a new spreadsheet:

• Open Excel. Launch Microsoft Excel on your computer. You can typically find it in the Microsoft Office suite or as a standalone application.
• Create a new spreadsheet. Once Excel is open, click on "File" in the top-left corner. Select "New" and then choose "Blank Workbook" to start with a fresh spreadsheet.
• Familiarize yourself with the interface. Take a moment to familiarize yourself with the Excel interface. You'll see a grid of cells arranged in rows and columns.
• Create sections for clarity. Label the first few rows for specific sections. For example, use the first row for titles like "Date," "Expense Category," "Description," "Amount," and "Balance."
• Format for readability. Adjust the column widths to accommodate your labels and make the spreadsheet visually appealing. Consider using bold fonts or shading for headers to distinguish different sections.
• Reserve space for totals. Dedicate a section at the bottom for total expenses, income, and the remaining budget. Excel will do the math for you later.

You've now set up the foundation for managing your travel budget in Excel.

Track expenses

Now that you've established the groundwork for your travel budget spreadsheet, it's time to delve into the crucial task of tracking your expenses efficiently.

• Create a column for expense categories. In the "Expense Category" column you created earlier, list the categories that align with your travel plans. For instance, if your trip involves flights, include a category for "Transportation".
• Customize categories to suit your trip. Tailor the categories based on your unique itinerary. If you plan to indulge in specific activities, create categories accordingly.
• Enter each expense. With your expense categories established, it's time to start logging individual expenses.
• Fill in the details for each expense. In the rows beneath your category labels, start entering the details of each expense. Include the date, a brief description, and the amount spent in their respective columns.
• Be detailed and accurate. The more detailed your entries, the better you can analyze your spending later. Instead of a generic "Food", specify if it was a restaurant meal or grocery.
• Utilize the SUM function for totals. Click on the cell where you want the total to appear (e.g., the cell beneath the "Amount" column for each category). Use the formula =SUM(range) to add up all the expenses within a specific category. Replace "range" with the cells containing your expense amounts.

By following these steps, you've successfully set up your Excel spreadsheet to track expenses for your upcoming trip.

Budgeting for your trip

Now that you've diligently tracked your expenses , it's time to take control of your travel finances by setting a realistic budget for your trip and allocating funds strategically.

• Establish your total budget. Decide on the maximum amount you're comfortable spending during your trip. This includes all anticipated expenses, from accommodation and transportation to meals and activities.
• Enter the total budget in your spreadsheet. Designate a cell in your spreadsheet, perhaps at the top, to enter your total budget. This serves as your financial anchor throughout the trip-planning process.
• Distribute the budget among categories. Allocate a portion of your total budget to each expense category. For example, if you've budgeted $1,000 for your trip and plan to spend more on activities than accommodation, adjust the allocation accordingly.
• Monitor category budgets. Regularly check your category budgets as you enter expenses. This will help you stay on track and make adjustments if necessary.
• Be realistic and flexible. While setting a budget is essential, it's equally crucial to be realistic and flexible. Unexpected expenses may arise, so allow some flexibility in your allocations.
• Consider contingency. Include a contingency or buffer in your budget to account for unforeseen expenses. This ensures you're prepared for unexpected costs without derailing your entire budget.

By setting a total budget and strategically allocating funds to different categories, you've taken a significant step toward financial planning for your trip.

Tips and tricks for managing your travel budget in Excel

Now that you've set up your Excel spreadsheet to manage your travel budget, let's explore additional tips and tricks to maximize Excel's features.

Tip 1: Use conditional formatting

Conditional formatting is a powerful tool in Excel that allows you to visually highlight specific cells based on their values. How to apply conditional formatting to expense totals:

• Select the cell containing the total expense for each category.
• Navigate to the "Home" tab, click on "Conditional Formatting," and choose a relevant option, such as color scales or data bars.
• This visual representation makes it easy to identify categories where you may need to reconsider your spending.

This can help you quickly identify budget exceedances or areas where you may overspend.

Tip 2: Regularly update your spreadsheet

Consistency is key to effective budget management. Make it a habit to update your spreadsheet regularly to ensure accurate and up-to-date financial information. You should:

• Set a schedule for updates. Establish a routine for updating your budget, whether it's daily, weekly, or bi-weekly. Consistent updates help you stay on top of your financial situation.
• Document expenses promptly. Record your expenses as soon as possible to avoid forgetting or misplacing receipts. This practice ensures that your spreadsheet reflects the most accurate information.

Tip 3: Include contingency in your budget

Unforeseen expenses are a part of travel. Including a contingency in your budget helps you account for unexpected costs without jeopardizing your overall financial plan.

You should allocate a contingency fund. This can act as a safety net for emergencies or unexpected opportunities that may arise during your trip. If you dip into your contingency fund, be sure to update your spreadsheet accordingly. This adjustment ensures that your remaining budget accurately reflects your financial situation.

Tip 4: Leverage Excel's graphs and charts

Excel offers various tools for visual representation, such as graphs and charts . Utilize these features to gain a more insightful overview of your budget trends:

• Select relevant data in your spreadsheet.
• Navigate to the "Insert" tab and choose the type of graph or chart that best represents your data (e.g., a pie chart for expense categories).

Visualizations can provide a quick and easy way to understand your budget distribution.

Make use of Excel templates

Here is how you can use Excel templates to manage your your trips like a pro.

⭐ Organize a meal plan

To keep track of your nutrition on the trip, you can create a table or download a ready-made one. Click the File - New tab and choose from one of Meal Planner templates.

Excel spreadsheets make it easy to plan your daily trip menu and count calories, proteins, fats, and carbohydrates. Search for " Food " within the templates and you will find not only templates for managing your grocery budget, but also the immensely popular calorie-counting logs.

These spreadsheets are designed so that if you exceed the norm, you'll immediately see the deviation. They use basic yet popular Excel functions , including IF and SUM to summarize the details entered. For convenience, there are drop-down lists and visual chart effects.

⭐ Check your car costs

To find out the cost of a car for the trip, you need basic skills in MS Excel to create your own budget or expense tracker. Skills like creating dropdown lists , using the SUBTOTAL function, and working with Excel Tables will come in handy.

Download this template

We've done most of the work for you. Just customize this free template to suit your needs.

Enter the data with detailed descriptions. As a result, you will understand what the most expensive items of car usage consist of and will be able to optimize your expenses. Statistics throughout the trip will help you plan your budget.

Suppose you go for a trip for a month with your own car. In that case, you can expand the template. You can include the cost of insurance, spare parts, technical inspections, tire fitting, and other minor expenses.

This way, you can find out how much the full cost of car maintenance costs you on your trip.

⭐ Calculate your travel budget

Buying cheap airline tickets is half the battle. Include all expenses in your travel plan to avoid flying off into the unknown.

If you search for " Trip planner ", you will find several templates for entering trip details and all expenses.

Take charge of your journey

Mastering your travel budget with Excel can be a game-changer in ensuring a financially stress-free and enjoyable trip. The step-by-step guides provided in this article empower you to take control of your finances and personal life, allowing for informed decisions and flexible adjustments as needed.

Looking for  free Excel templates for business ? We have templates for project management, finance, invoicing, and more. Get skilled-up with our  Excel courses  no matter where you are on your Excel journey.

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Eliza Medley is an experienced writer and psychologist. She is actively interested in management, new technologies, and writing motivational articles. She also loves catching up on modern trends. She inspires people to learn new things and reach new heights with her work. In case of any inquiries or suggestions kindly reach out to her at [email protected].

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Employee Travel Expense Report Template in Excel

Use this Travel Expense Report in Excel to get reimbursements from all expenses spent during your trip. Receipts should be attached along with this form.

Employees going on a business trip are expected to submit a travel expense report to their employers after returning from the trip. This is primarily done for the employees to get travel expenses reimbursement from their employers. At the same time, this is also a way for the employers to track and keep records of such expenses. With that, this template would be a great help to you. You can use this travel expense report form as originally designed or as reference for creating your own expense report.

This excel travel expense template is the perfect version for those who want an auto-calculated expense report . Use this template so you can save time while tracking your expenses. It’s designed with formulas; therefore, you don’t need to do the calculations yourself. All sections needing computations should autogenerate calculations upon entry of figures under any of the expense areas provided.

Complete this travel and expense tracker by filling out details in each blank section. Sections featured include the purpose of your travel, reimbursement address, employee name, department, pay period, date of travel, description, daily total, total expenses, employee signature, authorizer signature, and date. Various expense areas are also provided which include transportation, lodging, meals, and miscellaneous expenses. To use this template, refer to the following instructions:

Instructions in using the Expense Report:

Enter purpose of travel along with your reimbursement address.

Enter employee name, department, and pay period.

Enter date of travel.

Enter description of each expense, e.g., specific name of hotel, restaurant, vehicle mileage, etc.

Indicate specific amount of expenses spent under columns of expense areas applicable to you, e.g., transportation, lodging, meals, or miscellaneous expenses.

Just enter amounts on expense areas applicable to you and you may leave the other fields/columns blank. Once these figures are entered, sections for daily total and total expenses should autogenerate calculations.

Attach signatures of both the employee and the manager/supervisor at the lowermost section of the template for validation purposes.

Review, email, or print the completed expense report.

Receipts of all expenses should also be attached along with this travel expense sheet before sending it to the designated company department who would handle the reimbursements. Feel free to also change any of the labels/headings featured in this expense tracker based on your needs.

Edit, print, or download this template for free. It’s the perfect tool for tracking your travel expenses. It’s also designed with light colors and can be customized easily. You can download and edit it in your phone, laptop, or tablet.

This template is also available in...

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Word & Excel Templates

Printable Word and Excel Templates

Travel Expense Report

It is not easy to travel from one place to another because lots of preparations and expenses are involved in it. You have to plan everything in advance to avoid additional expenses.

In every business organization, the employees and the employers have to travel from one place to another, and for this purpose, they have to manage a separate travel account. Now there is no need to design separate software to record all travel expenses because you can download a travel expense report template.

What is a travel expense report?

A travel expense report is a professionally used document which is used to document all the expenses that an employee faces when he travels for business purpose. This report is usually prepared in MS Excel format.

The purpose of preparing this report is to let the company know the amount of money an employee has spent during traveling. Basically, the employer performs the reimbursement of the expenses on the basis of the travel expense report provided by the employee.

Submit your business travel expenses in the official looking report as it has space for all details, including information of employees, a list of expense details and approvals.

It is important to keep the record of traveling expenses because it will help you in many ways. It enables you to plan your travel in the future.

It is a key factor to reduce the expenses of next travel because, in the first experience, you will be able to learn many things.

It enables you to reduce lots of expenses after analyzing them. The report enables you to write everything, including travel expenses, the name of the destination, your stay, and other important details.

It is important for the expense management purpose to design a travel expense report . It supports you in your budget planning for your travel.

There are lots of persons having a strong habit of reviewing travel expenses. The sample template will help you to present the amount to your boss or to the accounts department.

Preview and details of the template

License: ENERGY  (Personal use only) (Distribution) by Kate Elizabeth (CEO)

What are the benefits of preparing travel expense report?

An expense report is considered to be a great tool which is equally beneficial for the employer as well as the employee. Although the benefits of this report are countless, we are discussing here some common benefits:

• This report is very useful when it comes to documenting all the travel expenses such as transportation, food expenses, conference fees, fuel consumption etc.
• A travel expense report is prepared to provide an accurate cost incurred by the employee while traveling. The employee needs a written statement providing information regarding all the expenses in order to perform the reimbursement. The use of the expense report, in this case, is highly recommended.
• Sometimes, the business needs to conduct the auditing of all the expenses. The process of auditing requires tangible evidence. When it comes to performing the auditing of the expenses, the business invoices are required to be attached which will support the expenses.
• If a company manages to get its employees to prepare the travel expenses regularly, it will save itself from the errors that may arise during budgeting.
• A travel expense report is a great tool for a company when it wants to ensure that the money given to the employee was well-spent.

Almost every company asks its employees to prepare the travel expense report. As a matter of fact, not everyone knows how to prepare the expense report. Anyone who wants to create the expense report without putting many efforts can download the template free of cost. The employee can send this template to relevant person after little modifications.

How to Use Excel Formulas to Calculate Travel Expenses

Travel rate is a term that refers to the amount of money that a person or a company pays or receives for travel expenses, such as airfare, lodging, parking, and meals. Travel rate can vary depending on the destination, the duration, the frequency, and the purpose of the travel.

One of the common tasks that involves travel rate is to calculate the total cost or reimbursement of travel expenses for a given period of time, such as a month or a year. This can be done using Excel formulas, which are expressions that perform calculations on values in a worksheet.

To calculate the total travel expenses using Excel formulas, we need to follow these steps:

• Organize the data in a table, with each row representing a trip and each column representing a variable, such as the number of trips, the number of days per trip, the airfare per trip, the parking per day, the lodging per day, and the meal allowance per day.
• Create a formula that calculates the travel expenses for each trip, based on the variables in the table. The formula should multiply the number of trips by the number of days, and then multiply the result by the sum of the airfare, the parking, the lodging, and the meal allowance. The formula should be entered in the first row of the table, and then copied down to the rest of the rows.
• Create a formula that calculates the total travel expenses for all trips, by adding up the values in the column that contains the travel expenses for each trip. The formula should be entered in a cell below the table.

Explanation

To illustrate the procedures, let us use an example scenario with real numbers. Suppose we have the following data in an Excel worksheet:

The data represents the travel expenses for 10 trips, with different variables for each trip. We want to calculate the total travel expenses for all trips, using Excel formulas.

First, we need to create a formula that calculates the travel expenses for each trip, based on the variables in the table. The formula should multiply the number of trips by the number of days, and then multiply the result by the sum of the airfare, the parking, the lodging, and the meal allowance. The formula should be entered in the first row of the table, and then copied down to the rest of the rows.

The formula can be written as follows:

=A2*B2*(C2+D2+E2+F2)

Where A2 is the cell that contains the number of trips, B2 is the cell that contains the number of days per trip, C2 is the cell that contains the airfare per trip, D2 is the cell that contains the parking per day, E2 is the cell that contains the lodging per day, and F2 is the cell that contains the meal allowance per day.

The formula can be entered in the first row of the table, in a new column that we can label as “Travel Expenses”. Then, we can copy the formula down to the rest of the rows, by dragging the fill handle (the small square at the bottom right corner of the cell) or by using the keyboard shortcut Ctrl+D.

The result should look like this:

Next, we need to create a formula that calculates the total travel expenses for all trips, by adding up the values in the column that contains the travel expenses for each trip. The formula should be entered in a cell below the table.

=SUM(G2:G11)

Where G2:G11 is the range of cells that contains the travel expenses for each trip.

The formula can be entered in a cell below the table, in the same column as “Travel Expenses”. We can also label the cell as “Total Travel Expenses”.

The final result is that the total travel expenses for all trips is $58,408.

Other Approaches

There are other ways to calculate the total travel expenses using Excel formulas, such as using the SUMPRODUCT function, which multiplies corresponding values in two or more arrays and returns the sum of the products. For example, we can use the following formula to calculate the travel expenses for each trip, without creating a new column:

=SUMPRODUCT(A2:F2,{B2,C2+D2+E2+F2})

Where A2:F2 is the range of cells that contains the variables for the trip, and {B2,C2+D2+E2+F2} is an array that contains the number of days and the sum of the airfare, the parking, the lodging, and the meal allowance. The formula should be entered in the first row of the table, and then copied down to the rest of the rows.

The result should be the same as before, except that the travel expenses for each trip are not shown in a separate column, but only in the formula bar when a cell is selected.

Then, we can use the same formula as before to calculate the total travel expenses for all trips, by adding up the values in the range that contains the travel expenses for each trip. The formula should be entered in a cell below the table.

The result should be the same as before, except that the total travel expenses are not shown in the same column as the travel expenses for each trip, but only in the formula bar when the cell is selected.

Alternatively, we can use the SUM function to calculate the total travel expenses for all trips, by nesting the SUMPRODUCT function inside it. For example, we can use the following formula to calculate the total travel expenses for all trips, without creating any new columns:

=SUM(SUMPRODUCT(A2:F2,{B2,C2+D2+E2+F2}),SUMPRODUCT(A3:F3,{B3,C3+D3+E3+F3}),SUMPRODUCT(A4:F4,{B4,C4+D4+E4+F4}),SUMPRODUCT(A5:F5,{B5,C5+D5+E5+F5}),SUMPRODUCT(A6:F6,{B6,C6+D6+E6+F6}),SUMPRODUCT(A7:F7,{B7,C7+D7+E7+F7}),SUMPRODUCT(A8:F8,{B8,C8+D8+E8+F8}),SUMPRODUCT(A9:F9,{B9,C9+D9+E9+F9}),SUMPRODUCT(A10:F10,{B10,C10+D10+E10+F10}),SUMPRODUCT(A11:F11,{B11,C11+D11+E11+F11}))

Where A2:F11 is the range of cells that contains the variables for all trips, and {B2,C2+D2+E2+F2}, {B3,C3+D3+E3+F3}, …, {B11,C11+D11+E11+F11} are arrays that contain the number of days and the sum of the airfare, the parking, the lodging, and the meal allowance for each trip.

The formula should be entered in a cell below the table.

The result should be the same as before, except that the total travel expenses are not shown in any column, but only in the formula bar when the cell is selected.

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Expense Reimbursement Form Templates

A reimbursement form is used by most businesses and non-profit organizations. A new employer will soon realize they need a way to reimburse employees for general business expenses like office supplies, mileage, software, training fees, etc. For travel, you can use the Travel Expense Form or Mileage Tracker , but for these other expenses, a general reimbursement form will suffice. All you need is a simple spreadsheet for this type of form, so our Employee Expense Reimbursement Form below is just the thing. I have also added a new printable PTA Reimbursement form.

Employee Expense Reimbursement Form

Other versions.

License : Private Use (not for distribution or resale)

"No installation, no macros - just a simple spreadsheet" - by Jon Wittwer

Description

This reimbursement form was designed to allow employees to request reimbursement for general business expenses.

For travel-related expense reimbursement, use the Travel Expense Report . If you routinely use a vehicle for business purposes, download our Mileage Tracking Log .

Reimbursement Form with Receipts

Including digital receipts with reimbursement forms is becoming increasingly popular. Attaching electronic scans or photos of your receipts along with your form via email is an option. But, with this template you can insert images of your receipts below the form. Then you can print the form with the included receipts as a single PDF file.

New for Google Sheets: Google Sheets allows you to insert images into cells, so this could be done with receipts. However, GS currently doesn't have a great way to easily view larger versions of the images within cells. This template uses a separate worksheet to allow viewing the larger versions of the images.

How to Reimburse Employees for Business-Related Expenses

For employers.

Customize the template and then give a copy of the form to your employees when they need to submit a request for expense reimbursement. Make sure they know to attach a copy of their receipts. Remember to customize the list of items in the Categories worksheet and keep the mileage rate note up-to-date (see the references below for the current rates).

It would probably be good to write-up a short document that you can give your employees as a guide for what types of expenses you will reimburse and any other policies that you want to put into place (such as requiring an employee to get prior approval for any purchase over $XX).

Processing a Payment : For accounting purposes (assuming you are using an "accountable plan" - see IRS Publication 463), I find it simpler to write a separate check than to include the reimbursement in a payroll check. Employees may appreciate being reimbursed as soon as possible, instead of waiting for the normal paycheck. If you write a check, make sure to write Expense Reimbursement in the Memo field or otherwise indicate that the check is a reimbursement rather than a normal paycheck. See IRS Publication 463 for detailed rules.

For Employees

For each expense, choose an appropriate category. If you have questions about how to use the form, ask your employer. Don't forget to attach copies of your receipts.

Important : Keep a copy of your receipts and your reimbursement request form for your own records!

Business Meals: For business meals to be tax-deductible, there must be a clear business purpose, along with a receipt. You might include the purpose for the meal in the Description if you are listing many items on a single form.

PTA Reimbursement Form

My wife was PTA treasurer this year (2018-2019), so we based this form on how our school's PTA handles reimbursements. You can use this form to create a printable reimbursement form for your PTA, PTO, or similar organization.

• IRS Publication 463 (Chapter 6) at irs.gov - How to Report Expenses (information for both employees and employers)
• Mileage and Per Diem Rates at www.gsa.gov - U.S. General Services website providing mandated rates for mileage reimbursement and per diem.
• Standard Mileage Rates at www.irs.gov - The IRS's table for employees and self-employed individuals.

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The Travel Quandary

The Ultimate Trip Planner Template – Easy To Use Excel Format!

You’re about to embark on your next adventure – hooray! 

Travel planning comes naturally to some who thrive on the challenge to find the best deal on a tour, stay at the coolest hotel or dine at the hottest new restaurant. These travellers are always at the airport on time, check opening hours of attractions before leaving home and have packing down to a fine art form. On the other end of the scale, there are travellers who prefer to go with the flow, do things spontaneously and are happy to rock up to a new destination and “wing it”.

According to the World Tourism Organization (UNTWO), 1.4 billion people travelled internationally in 2018. And apparently, there are over 750 million users of Microsoft Excel worldwide. There’s a high chance that you’ll fall into both of these categories (we don’t know the exact number but it would make for a pretty neat Venn diagram). And if you also classify yourself as an “unprepared” and/or “unorganised” traveller, our trip planner template is designed to help YOU.

Microsoft Excel is not only used by accountants and finance people. Microsoft Excel has become the ultimate planning and analysis tool, recognised and used worldwide which is why we’ve chosen it to create our trip planner template. We hope you find it useful and welcome your feedback and recommendations!

FREE TRIP PLANNER TEMPLATE! MICROSOFT EXCEL & GOOGLE DOCS

Why use a spreadsheet to plan your trip.

• Identify gaps in your itinerary (closures, public holidays, mandatory reservations)
• Save money (better budget decisions, better choices on trip)
• To get you excited! You’re going on a holiday! Hooray!

Download your free trip planner template here

Note: For Google Docs template, download the .zip file and upload the spreadsheet to your Google Drive. Once uploaded, open with Google Sheets.

Using this spreadsheet

The Ultimate Trip Planner Template is built into a spreadsheet which is divided into six sections. We’ve built this trip planner to include 16 days of travel but you can adjust the length of the trip by adding or removing columns in the spreadsheet.

Once you’ve confirmed your travel plans, add them here. This is where you can record all your reservations – flight details, accommodation, car rental, equipment rental, tour reservations etc. Listing them on one tab means you can quickly jump in and find those important details when you need them.

2. Planning

Researching airlines, hotels, Airbnbs, car hire, tour operators and travel insurance policies can be exhausting. You’ll probably go through a phase where you’ll have so many tabs open on your browser, it’ll make you want to pull your hair out! If you also need to compare prices and dates with your travel companions, it can become downright overwhelming.

When you find a potential option you like, add it to the “Planning” tab. When your research is condensed into a neat summary, it will be a simple exercise of reviewing all possible suppliers, key dates and prices and then after a process of elimination, you will be left with the most suitable option.

A budget is by no means set in stone. Our budget tab is designed to help with your travel planning decisions. We feel that it is important to understand the costs of a holiday before making any hasty decisions. And we consider it even more important that you don’t spend beyond your means!

We don’t want to sound like party-poopers but the last thing you want is to get ripped off and/or find yourself stuck abroad without any money. By understanding where you plan to spend the bulk of your hard-earned money on your holiday, you can plan where you’ll allow yourself to splurge and other areas where you may need to tighten the purse strings.

For example, we give ourselves extra budget for food and coffee experiences as this is an aspect we love about travelling. We tend to book budget/basic accommodation on the road depending on the destination and available options, as all we need is a bed, access to a (preferably) hot shower in a secure room.

A good chunk of your budget will already be paid or known in advance before you’ve even left home (i.e. flights, some ground transport, accommodation, tours (if applicable) etc), so this should also help when allocating your budget to food, shopping and extras. There will also be times where you need to be strict and say “no” if your gut feeling and bank account tell you that you cannot afford a certain something. Be conservative but also be kind to yourself – you are treating yourself to a holiday after all and you’ll have to spend money to fully enjoy the experience!

4. Itinerary

We spend a lot of time planning our travel itineraries on a day by day basis and even breaking it down to each hour of each day. Some people call us crazy but when we are short on time and have an extensive list of things to see/do/eat/shop etc, we prefer to be organised.

Laying out our trip day by day also helps us to block out periods of time for travel or to take note of when restaurants and attractions are closed. Of course, plans can and will change. Rain may force you indoors (museums, galleries, shopping) or an unknown public holiday may disrupt your planned travel day.

We recommend using this tab to roughly outline your plans and drop in the activities and places you simply cannot miss. You can move activities to different days if your original plan doesn’t work out. If you want, record your daily expenses at the bottom and you can track how your actual spending goes against your budget.

5. Packing List

For those who begrudge packing, it tends to be the case that you will end up wearing 20% of your packed belongings during 80% of your trip. Or if you’ve left packing until the last minute and thrown items higgledy-piggledy into your suitcase, you’ll arrive at your accommodation to realise you’ve forgotten your favourite undies or packed the wrong shoes.

Packing lists work. Once you’ve considered the weather and climate at your destination, your baggage allowance plus the duration of your trip, you can plan what you need and limit unnecessary purchases on the other side.

We’ve compiled a pretty epic packing list covering practically every type of adventure and possibly everything that you may need. Feel free to adjust accordingly to your requirements.

6. Checklist

This is the final step before you walk out your front door to embark on a brand new adventure. Before you go, use this tab to ensure you’ve dotted all the i’s and crossed all the t’s. And then you’re off!

Bon voyage!

WHERE WILL YOU TRAVEL NEXT?

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28 thoughts on “the ultimate trip planner template – easy to use excel format”.

HOLY COW I cannot believe I found EVERYTHING I needed all in one for FREE. I feel like I have ROBBED someone! My partner and I never grew up in households where family vacations were had, so we have no idea what were doing. Thank you kindly to The Travel Quandary. If I can donate, share your page, volunteer, etc. let me know how I can repay <3

SO HELPFUL ! THANK YOU SO MUCH !

How you extend the dates! I am going for a month

This template is so great! Planning a trip to New Zealand and will be traveling around a lot – this is super helpful!

NICE!! MUCHAS GRACIAS VERY COOL!!! Alina

Thank you so much for sharing your knowledge and your files!

Thanks so much for the template. This is a very good start for a traveller like me. Easy to use!

Amazing template! Exactly what I needed. Thank you!

Thank you for the great tool! I was wondering if theres a way to enter an end date as well to the itenerary?

Hi there! I was wrapped to see that the template is created by some Aussies! and local ones as well. I’m from Melbourne! Template is a charm! Just what I’ve been looking for ages! Planning our Europe trip for 2023 that got cancelled in 2020! (We all know why!!) Will let you know how it goes and will definitely check out your website! Thanks,

Hi Rosanna, we’re so glad to hear that you’ve found this template useful! Very jealous that you’re planning an escapade to Europe. No doubt it will be amazing! Safe travels 🙂

Thankyou for your post on THE ULTIMATE TRIP PLANNER TEMPLATE on excel. It is very usefull. I have been using this template to plan my trips for a while now and it has saved me a lot of time. I highly recommend it to anyone who is looking for a travel planner.

Didn’t work. At least, not on my version of excel.

something about “delimited” something or another.

Hi Piotr, We’re sorry to hear this. What version of excel are you using? Are you on a Mac or PC? If you wish, we can email you an Excel copy of the template.

So so sooo helpful! I’m happy to find this great itinerary template! Thank you so much.

Thanks Tahira! We’re so glad that you found it helpful. Enjoy your travels! 🙂

Hi Tahira, we’re thrilled you found this template helpful. Enjoy your travels!

I needed this so much, easy and simply. Thank you for a great spreadsheet.

Thanks Nga! Happy travel planning!

Hi Nga, we’re so glad you loved this spreadsheet. Hope you had an amazing travel adventure!

Thank you , soooo much ! I appreciate you putting this together and sharing it

Hi Priscilla! So glad that you found this planning template useful! We hope you enjoy your trip!

I am so excited to find this. (Thank you, Pinterest!) I will be leaving in a month on an eight day train trip and this is exactly what I needed to get all my ducks in a row. Thank you so much!

HiTeresa! We’re so glad to hear this and so exciting for you. Enjoy your trip!

This is great! Found this as i was looking for a newer travel planner and this is very helpful and user friendly!

We’re so glad to hear this! Happy travel planning!

great tool. never used a planner before and it has most every item to consider… add a route sheet for those who driving to, during and back from their vacations…

Glad you like it and thanks for the feedback. We’ll look into adding a new tab for routes.

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Travelling Allowances (TA/DA) Expenses Bill Format in Excel | Download

Travelling allowances and daily allowances(TA & DA) are given to employees whenever they travel on company work. Employees can claim their transport expenses such as ticket charges, petrol charges or diesel charges and other expenses like food & lodging charges.

To claim travelling allowances you need to submit travelling allowances reimbursement form, here you can download TA DA bill in Excel, Word, and PDF formats.

TA/DA Bill Excel Format

How to Fill up TA/DA Claim Bill

• Before filling up TA/DA bill make sure you have all the bills like travel tickets, fuel bills, food & accommodation bills with you.
• Write your name, employee id, designation, and department in which you are working.
• Write from which place to which place you have travelled and the departure & arrival dates.
• Mention the purpose of your travel.
• Write how much you have spent on your travel, and attach all the supporting bills.
• Finally, sign the TA/DA bill.

You have to submit this TA/DA bill to your company’s accounts department, they will verify the bills and if everything is fine then your claim will be approved by the respective head of your company.

If you have taken any cash advance before starting your journey, then that amount will be deducted and the balance amount will be reimbursed to you.

How much travel allowances Can I claim?

You can claim whatever the actual amount you have spent on your journey, but you should know your limit before spending the amount on various expenses. If you overspend then you have to justify your expenses.

How much TA amount will I get per Km?

It is different for each company. Every company will have their own rate of per Km charge but in most cases it is in between 15-50 Rs including all the expenses.

Will employers rejects TA/DA bill?

If they find any discrepancies in your travelling bill then the accounts department can reject your bill and ask you to submit a new bill or you have to give a valid explanation about why did you spend that much money on travelling.

How much time will it take to receive my TA/DA bill?

Some companies will pay the TA/DA reimbursement amount immediately after the approval of your bill and some companies will pay it with in 7-10 days.

• Form 16 in Excel format for Ay 2021-22
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Download Employee TA Reimbursement Excel Template

Employee TA Reimbursement Template is a ready-to-use template in Excel, Google Sheet, and OpenOffice that helps you to record your travel expenses for reimbursement purposes.

This template is useful to employees and companies where the travel expenses are reimbursed on an actual basis.

Table of Contents

What is the TA?

Employees are entitled to TA reimbursement for their official travels. TA stands for Traveling Allowance. Traveling allowance is the amount paid or allotted to an employee by the employer for traveling to another place for business purpose.

The traveling allowance includes modes of travel, accommodation, meals, and other incidentals. Traveling Allowance is an additional sum of money apart from the salary given to the employee when he/she travels to other places for business purposes. Thus, the amount is not deducted from the salary of the employee.

TA Payment Policies

Companies pay TA either in advance before the travel or reimburse after the travel has been made. It depends on company policy, employee rank, workplace policies, etc.

Moreover, many companies pay on a per diem basis. It means that a fixed amount is paid per day for such traveling for business purposes. This is used when traveling is very frequent. It also safeguards the company from misuse of the money.

From an employer’s point of view, actual reimbursement is beneficial to the organization. This prevents the misuse of the company’s money.

Whereas from an employee’s point of view the advance is better. When the company pays in advance, the employee has the opportunity to spend economically and save some money.

Components of TA Reimbursement Form

Usually, in a small or medium-sized company, the reimbursement of TA includes modes of travel, accommodation, meals, and other incidentals.

But in larger corporates, there are many more details as follow:

Airfare Rail transportation Rental vehicles Conference registration fees Mileage expenses Rental vehicle expenses Lodging (commercial) Meals (per diem) Business meals Business expenses Parking Telephone calls Tolls Visa, passport fees, and immunizations Other business expenses.

Different companies have their predefined formats for reimbursement of TA.

Employee TA Reimbursement Excel Template

We have created a ready to use Employee TA Reimbursement Template in Excel with predefined formulas.

This template is useful for employees to claim reimbursements of their TA as and when they travel for the business purpose.

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Note: To edit and customize the Google Sheet, save the file on your Google Drive by using the “Make a Copy” option from the File menu.

Additionally, you can download other HR and Payroll Templates like  Employee Evaluation Template ,  Weekly Timesheet ,  Job Candidate Tracker , and much more.

Let us discuss the contents of the template in detail.

Contents of the Employee TA Reimbursement Template

This template consists of 6 sections: Header Section, Employee Details Section, Travel Details Section, Food and Accommodation Expenses Section, Travel and Other Expenses Section, and Approval Section.

The header section consists of the company name, company logo, and heading of the sheet “TA Reimbursement Template”.

Employee Details

Employee details section consists of general details like employee name, employee id, designation, department, and purpose of the trip.

Travel Details

Trave details section consists of data for each day, From and To Travel destinations.

If you are using your vehicle for the official travel then you need to enter kilometers for a daily run.

Once you add the kilometers the sheet will automatically multiply it with the usage rate and displays the result in the travel expenses section.

Food and Accommodation Expenses

This section consists of expenses related to room rent, daily breakfast, lunch, and dinner.

Travel and Other Expenses

The travel and other expenses section include all expenses related to travel. It includes expenses of air tickets, taxi charges, rent a car, parking, etc.

If you are using your vehicle for travel, you need to mention the daily run in the travel details section.

If you mention the daily run and rate in the respective column, it will automatically calculate the mileage for you.

The template shows both; daily totals as well as weekly totals of each head of expense. With this template, you can claim up to 7 days of travel expenses.

Approval Section

In the end, there is an approval section. This section consists of final calculations. If you have received any advances from the company you need to mention them in the cell below totals.

Total Reimbursable amount = Sub-Total – Advances.

Furthermore, it includes the signature boxes for the claiming employee and the approving authority.

Note: Keep in mind to claim the travel reimbursements well in time. Usually, previous fiscal year reimbursements are non-claimable.

We thank our readers for liking, sharing, and following us on different social media platforms.

If you have any queries please share in the comment section below. I will be more than happy to assist you.

Frequently Asked Questions

What does a company travel policy contain.

Business travel policies vary from business to business. Usually, it includes the approval process, clarifications of expenses to be reimbursed, non-reimbursable expenses, the threshold of expenses (amount allowed), and other general rules.

Actual reimbursement or Per Diem. Which one is better?

Per Diem system creates a win-win situation for both employee and employer. The employer pays a fixed amount per day. On the other hand, the employee is free to use that amount as per his convenience and can save a portion out of it. Moreover, in the per diem system, the employer doesn’t need to keep records of receipts. This also saves time for the accounting department.

Whereas, in the actual reimbursement system, it is hectic for both employees as well as employers. The employee will need to keep the receipts for approval and the accounting department’s work will also increase. Hence, the Per Diem system is better.

Does the business travel allowance vary from employee to employee?

Yes, the business travel allowance varies from employee to employee. The first and foremost difference is on the basis of employee grade. The manager will have a higher amount whereas the executive will have a lower allowance amount. Moreover, it also differs on the basis of other factors such as the nature of travel (domestic or international) and travel mode (bus, train, company vehicle, flights).

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Download Travel Expenses Reimbursement Free Excel Template

• Size : 9 KB
• Business Statements , Payroll & HR
• Business Statements
• Travel Expenses Reimbursement

• Download The Template File
• Extract The Zipped File
• Use the Template

Printable Hourly Day Planner

Landlord rental payment ledger, net rental income ledger, room rental ledger, simple rental ledger, simple monthly rental ledger.

Download travel expense reimbursement format in Excel and Spreadsheet . This template is useful for HR and Admin team to implement good governance and practice . This helps to improve process around reimbursements for travel and entertainment expenditure .

Try out other formats for reimbursement forms in Excel by Excel Downloads.

About Reimbursement Expense Report

Generally, there are various components in this free excel template that is directly relevant to travel expenses. You can download and customize this template as per your requirement. By default, it comes with all the fields essential for any tour report or tour expenses report. Let’s explore the list of components in this template –

• Purpose of travel, tour or expenses such as meeting clients, survey of the market, procurement of goods, purchase of machinery, etc.
• Secondly Employee details along with Employee ID, department, and reporting authority.
• Also, Period for tour or travel.
• Subsequently, Date of the actual occurrence of expenses.
• Description of expenses that is kept under different heads like air and transport, lodging, phone etc.
• Amount of expenses.
• Expense under Heads.
• Details of advances if any.

Important of Travel reimbursement form

Expense claim forms  help companies monitor and record business expenses incurred by staff . Such forms help to tally all the money an individual spends on meals, training, travel, entertainment, and any other incidentals that may have been purchased using their own money as opposed to a previously provided per diem.

Generally, businesses allow their employees to spend the money to enhance their business. The employer reimburses the expenses to respective employees.

So, Being a business owner, it is necessary to ensure that the expenses are made as per the company policy. For proper recording of expenses, an employee prepares expense report. Usually, companies keep it mandatory for the employees to attach the receipts of expenses.

• Reimbursement of expenses paid by an employee on behalf of company.
• Reporting and recording the business expenses.
• Tax purposes. Business expenses reduces the tax liability.
• Business use the report for the analytical purposes.
• It helps the management to curb unnecessary overheads.
• Expense reports help to save fraudulent use.

Download and use travel reimbursement form excel template

To use this free travel expenses reimbursement excel template , you should have Microsoft Office/ Microsoft Excel installed in your system.

After installing Excel or Spreadsheet , download the zip file of this template. Extract the template using WinRAR or 7Zip decompressing software.

Once extracted, you can open the file using Excel and start entering data or customizing the template.

By Downloading this Free Excel Template, it is implied that you comply with Download Instructions

Download Instructions

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Transport Bill Format in Excel (Create in 4 Simple Steps)

In Microsoft Excel, we can create the customized format with Excel Invoice Formula to use later as a template. It makes our daily work more convenient. In this article, we will demonstrate to you how we can create a transport bill format in excel. Using this kind of format, we can avoid repetitive kinds of work. 

What is Excel Transport Bill Format?

A transport bill is a type of receipt. Generally, the transport service provider issues it. The bill is known as a transport invoice. The main purpose of this bill format is to request people to pay their transportation bills. We have an overview of this format in the following figure. This figure represents different parts of the bill format. We will discuss every part in detail in the following section of this article.

Main Details of Transport Bill Format in Excel

There are five basic details in a transport bill format in excel. These are:

• Company Name
• Customer’s Information
• Transport Invoice
• Description of Data
• SUBTOTAL Calculation

Types of Information Used in Transport Bill Format

Generally, a transport bill consists of information regarding the transportation company. From the format, we get an idea about the possible ways of transportation from one place to another. Also, this format gives a clear calculation of cost for different ways of transportation.

4 Steps of Creating Transport Bill Format in Excel

In this section we will see the formation of a transport bill format in the following 4 steps:

Step-1: Input the Details of a Company

• In the beginning, we will create the segment for Company Name . This section will consist of the address, Phone, Email, and Website of the company.

Step-2: Customer’s Details in the Transport Bill Format

• We have to also notice in the Transport Invoice section. It’s very important to fill this in properly because it contains the information about the customer.

Step-3: Use Description of Transportations

In this step, we will add detailed transportation information. Like we can add different transportation ways in the TRAVEL DESCRIPTION section. We will add the values considering whether the journey is one way or two way, corresponding amount. By adding the columns ONE WAY/RETURN & ONE WAY AMOUNT we get the TOTAL transportation cost for a single method.

Step-4: Calculate the SUBTOTAL

Next, we will create the SUBTOTAL section like the following figure. This part contains Service Tax , Paid amount . We get the statement for the Total Due amount from this section.

Additional Segment

We will need to add two additional segments.

• The first one is the Comments section regarding the transportation process.

• Another one is the section to give signatures for suppliers and customers to keep the records for delivery or receiving any goods via transportation.

Demo Calculations of Creating Transport Bill Format in Excel

Now, we will see a demo calculation using the above format that we have used in this article so far. Let’s see how we can do this:

• Firstly, let us assume the values for the transportation details. We can see our assumed value in the below figure. You can use values in those columns at your convenience.

• Now, insert the following formula in the first cell of the TOTAL column for calculating the total transportation cost By Road .
• Now add the corresponding formula for the other two ways of transportation in the Total column.
• By doing this we get the total transportation cost in the SUBTOTAL section.
• We have to add Service Tax with the SUBTOTAL amount to get the actual transportation cost.
• Finally, we will subtract the paid amount from TOTAL to get the amount of Total Due .

🔎 How Does the Formula Work?

• [@[ONE WAY/RETURN]]: This part takes the value 1 under the column ONE WAY/RETURN .
• [@[ONE WAY AMOUNT]]: This part takes the value $550 under the column ONE WAY AMOUNT .
• IFERROR([@[ONE WAY/RETURN]]*[@[ONE WAY AMOUNT]], ” “): Returns the product of ONE WAY/RETURN and ONE WAY AMOUNT . It will return blank if any we any invalid value.

Download Practice Workbook

You can download the practice workbook from here.

In this article, we have tried to show you how to create a transport bill format in excel. Hopefully, the above examples will help you to understand the function of a transport bill format. Download the practice workbook added with this article and practice yourself. If you feel any confusion just leave a comment in the below box. We will try to answer as soon as possible.

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11 Best Excel Itinerary Template Sites (2024) [FREE]

1. introduction.

Organizing a trip, whether for business or tourism, is not an easy task. It involves coordinating several details, making decisions, and ensuring everything falls into place. Here, Excel Itinerary Templates can be a real lifesaver. They let you create a detailed plan of your trip, ensuring you have a hassle-free travel experience and stay on top of everything during your journey.

1.1 Importance of Excel Itinerary Template Site

Excel Itinerary Template sites provide downloadable templates that make it easy and convenient for travelers to plan their trips. These templates usually include sections for detailed information, such as dates, destinations, activities, transportation, and lodging, among other factors that need to be managed during a trip. They not only help arrange this information neatly but also ensure that nothing important is overlooked. Hence, having a reliable Excel Itinerary Template Site can greatly contribute to a peaceful and well-planned trip.

1.2 Objectives of this Comparison

The primary objective of this comparison is to offer readers an efficient guide for choosing an Excel Itinerary Template Site that best suits their travel planning needs. We will be evaluating the pros and cons of some major template sites available today, so users can make an informed decision about which one might be the best fit for them. An unbiased summary will be provided at the end, pointing out the best choice according to various criteria like user friendliness, template variety, flexibility to modify among others.

1.3 Excel Fix Tool

An efficient Excel fix tool is also essential to all Excel users. DataNumen Excel Repair is an excellent option:

2. Microsoft Itinerary Template

Microsoft, as a veteran in the digital tools industry, provides excel itinerary templates that are compatible with its Excel software. These templates come with basic travel itinerary details and are easy to use for people familiar with Excel’s native environment. The templates can be found in Microsoft’s online template gallery.

• Compatibility: Being a product of Microsoft, these itinerary templates ensure high compatibility with Microsoft Excel, making data manipulation seamless.
• Usability: The interface is clean and intuitive, appealing to both experienced and beginner Excel users.
• Variety: The platform offers a wide range of travel itinerary templates to choose from.
• Free Access: No additional cost for using these templates if you already own Microsoft Excel.
• Limited Customization: The templates offered are fairly basic and offer limited options for customization.
• Prerequisite: Owing to compatibility reasons, you must have a working version of Microsoft Excel to use these templates.
• Lack of Automated Features: There’s a lack of automation in some sections, which could have made planning even more effortless.

3. Smartsheet Itinerary Templates

Smartsheet offers free, downloadable itinerary templates that are designed for complex projects and tasks. Their offer includes several travel itinerary templates designed for easy access and user-friendly experience. The templates allow for flexible editing and are aimed at professional project planning and collaborative work.

• Comprehensive Templates: The templates provided by Smartsheet include details for all possible events which may prove beneficial for thorough planners.
• Collaboration: These templates support collaborative work which is a key benefit for group travels or corporate trips.
• Easy Access: Once downloaded, you can access the templates offline which is a major advantage for users with limited internet connectivity.
• Versatile: In addition to travel, Smartsheet templates are also beneficial for organizing other areas of life or business.
• Complexity: While the templates are comprehensive, they may seem complex for individuals planning simple trips or for those unfamiliar with Smartsheet.
• Internet Requirement: To download the templates, you initially need a good internet connection.
• Limited Customization: The templates are not as customizable compared to other travel itinerary template sites, which may limit alterations.

4. Vertex42 Travel Itinerary Template

Vertex42 offers a variety of Excel templates, including a versatile travel itinerary template. The template is designed with separate sections for each day of travel and fields for details such as flight information, hotel reservations, car rental details, and other activities. The template utilizes Excel’s built-in functions for automatic calculations and data organization.

• Detailed Layout: The template features an organized format with spaces for every conceivable detail, such as flights, destinations, accommodations, car rentals, and meetings, amongst others.
• Excel Functions: It exploits Excel’s functions and formatting, which brings advanced capabilities into your itinerary planning.
• Simple Interface: Despite incorporating Excel’s advanced functions, the template maintains a simple and user-friendly interface.
• Free Download: The template can be downloaded for free from their website.
• Confusing For Novices: For individuals without much knowledge of Excel, the use of advanced functions can be slightly confusing.
• No Online Editing: Unlike some other options, Vertex42 doesn’t offer the capability to edit the template online.
• Basic Design: Comparatively, the design of the template is basic and lacks aesthetic appeal.

5. Template.Net Itinerary Templates In Excel

Template.net offers an extensive collection of Excel Itinerary Templates suitable for different types of trips, aiming to appeal to a varied audience. The templates range from simple trip plans to extensive travel arrangements, thereby catering to different user requirements.

• Variety: Template.net’s collection is quite large, offering a template for almost every requirement.
• Customizable: The templates are highly customizable and configurable, providing for easy modifications as per user needs.
• User-friendly Layout: Each template is designed to be intuitive and user-friendly, with labelled sections for different types of information.
• Easy Download: Templates can be easily downloaded for offline use.
• Quality Variation: Given the variety, the quality of templates can vary and some may not be as high in terms of design and function.
• Internet Requirement: As with most online resources, internet connectivity is a prerequisite for accessing these templates.
• Registration: In some cases, it may require users to create an account or offer email details before downloading.

6. Someka Excel Itinerary Template

Someka offers an extensive Excel Itinerary Template that’s designed to be comprehensive yet simplistic. This template allows for a detailed breakdown of daily activities on a trip, including accommodation details, transport modes, meals, and even budgeting aspects.

• Detailed: The template by Someka is detailed, offering fields for every possible aspect of a travel itinerary.
• Customization: Despite its level of detail, the template allows for sufficient customization to fit each user’s personalized plans.
• Budgeting Feature: Their template uniquely offers a cost calculation column. This helps in budget planning in addition to itinerary management.
• Print Friendly: The templates are designed to be easily printable, offering a hard-copy option of the travel itinerary.
• Paid Product: Unlike some other sites, the template from Someka comes with a price tag.
• Complex for Simple Plans: For individuals planning simple trips, the detailed nature of the template could be overwhelming.
• Learning Curve: The template’s advanced features could come with a steep learning curve for those not very familiar with Excel.

7. WPS 10 Travel Planner Template Excel

The WPS 10 Travel Planner Template Excel pack is a comprehensive set of 10 different travel planner templates provided by the WPS Office. They are designed with various use cases in mind, from a trip budget planner to a complete travel itinerary. This bundle aims to cover all elements of a trip effectively.

• Diversity: The WPS bundle of 10 different templates ensures you’ll find a template that suits your planning style and needs.
• User-friendly: The WPS templates have straightforward design and layout, making them easy to use, even for those who are not familiar with Excel.
• Tutorials: WPS provides easy-to-follow tutorials on how to use the templates they offer – an important asset for novices.
• Free Download: The entire bundle can be downloaded for free from the WPS Academy webpage.
• Not Fully Customizable: Although user-friendly, the templates are not fully customizable, which could limit users with specific needs.
• WPS Software Requirement: To get the most of the templates, they should be opened with WPS software due to potential formatting differences with other Office suites.
• Simplistic Designs: While the design of the templates is easy to understand, they are not visually appealing or modern-looking.

8. TripCreator Travel Itinerary Template

TripCreator offers a well-organized Excel travel itinerary template with an attractive design. This template is perfect for the traveler who prefers a visual depiction of the trip planned. It breaks down the itinerary by day and lists all the critical information that you would need during the journey.

• Visual Layout: TripCreator’s itinerary template provides a visually appealing and easy-to-read layout with all the necessary trip details.
• User-friendly: The template has an intuitive design and simple to update fields which makes it easy to use for everyone.
• Comprehensive: The template is comprehensive and allows for detailed descriptions of the activities for each day of your trip.
• Free Download: The template is available for free download on the TripCreator website.
• Limited Customization: The template has a designated layout and design, which limits the ability to modify its structure.
• One Design: There is only one template design available, leaving little room for options.
• Email Requirement: To download the template, a requirement is to provide your email address which might not be preferable to everyone.

9. Travefy Travel Itinerary Template

Travefy provides a comprehensible and detailed itinerary template aimed at ensuring your trip is as streamlined as possible. This versatile template features fields to record travel plans, accommodation details, activities, and contact information, making it easier to stay organized before and during your travels.

• Comprehensive: The template leaves nothing to chance by covering a wide range of trip details in an orderly manner.
• Dual Format: Travefy offers its itinerary template in both Excel and Word formats, catering to different user preferences.
• User Friendly: The layout and fields are designed to be intuitive and easy-to-update, making it accessible for all types of users.
• Free Option: The template can be downloaded for free from the Travefy website.
• Limited Customization: The template’s layout and fields are pre-set, which might limit the customization possibilities for certain users.
• Simple Design: The design of the template is fairly basic and may not appeal to individuals seeking a visually impressive itinerary template.
• Email Requirement: Similar to some other templates, a requirement is to provide your email address in order to download the template.

10. TrumpExcel Excel Templates Combo

TrumpExcel offers a unique vacation itinerary and packing list combo template. This dual-purpose product keeps everything from your travel itinerary to your packing list together for easy organisation and convenience. The design of the template is simple yet effective with a clear structure and easy-to-understand sections.

• Dual-purpose: The inclusion of an itinerary template and a packing list in the same document adds convenience and increases efficiency in travel planning.
• Easy-to-use: The template has a simple layout with clearly labelled sections, making it user-friendly.
• Free Download: The template can be readily downloaded for free from the TrumpExcel website.
• Guidance Provided: TrumpExcel provides a video tutorial on how to use the template effectively, which would be beneficial for beginners.
• Simple Design: The template lacks in visual appeal due to its simple design.
• Limited Functionality: Compared to other specialised itinerary templates, this one may not have all the features and functionalities.
• Separation Would Be Useful: Some users might prefer to have their itinerary and packing list in separate documents for clarity.

11. TheGoodocs Free Itinerary templates in Google Sheets and Excel

TheGoodocs offers free Itinerary Templates that can be utilized in both Google Sheets and Excel. This gives users the flexibility to choose the platform they are most familiar with. The templates are designed to be simple, detailed, and easy to use, offering multiple sections for documenting different phases and activities of your trip.

• Google Sheets and Excel Compatibility: The templates can function seamlessly on both Google Sheets and Excel, providing flexibility to the users.
• User-Friendly: The templates characterize simplicity and are straightforward to use, even for individuals with basic computing skills.
• Free Access: All templates can be accessed and downloaded for free.
• Various Styles: TheGoodocs offers a variety of styles to choose from, accommodating diverse tastes.
• Basic Designs: While numerous styles are available, they are relatively basic and may lack visual appeal to some users.
• Internet Requirement: As with other online resources, an Internet connection is a prerequisite to access these templates.
• Limited Customization: Compared to others, these templates might offer limited customization options.

12. Slidesdocs Itinerary Templates For Google Sheets And Microsoft Excel

Slidesdocs offers free Itinerary Templates that are compatible with both Microsoft Excel and Google Sheets. Their templates are functional and minimalist, allowing for clear itinerary organization and planning. Each template aims to make trip planning a hassle-free experience.

• Compatibility: The templates work well in both Google Sheets and Microsoft Excel, providing greater convenience to users.
• Simple Design: A minimalist design gives the templates a clean look and helps avoid confusion.
• Easy to Use: The templates feature an intuitive layout making them easily understandable and user-friendly.
• Free Download: All itinerary templates from Slidesdocs can be freely downloaded.
• Includes Unnecessary Features: Some of the template features may be unnecessary for simple trip planning activities.
• Limited Design Variety: Slidesdocs offers fewer designs when compared to other online resources.
• Internet Requirement: To access and download these templates, a reliable internet connection is required.

13. Summary

13.1 overall comparison table, 13.2 recommended template site based on various needs.

If you need a customizable itinerary template, Template.Net would be most suitable due to its highly configurable templates. If you prefer using Google Sheets, the free Itinerary Templates from TheGoodocs would be your best choice. But, if collaboration is an essential part of your travelling plans, you should consider Smartsheet Itinerary Templates . For simplicity and a straightforward interface, Microsoft Itinerary Template or TrumpExcel would be a good fit. And finally, if you are willing to pay for detailed fields with a focus on budgeting, Someka’s Excel Itinerary Template would be worthwhile.

14. Conclusion

14.1 final thoughts and takeaways for choosing an excel itinerary template site.

Selecting the right Excel Itinerary Template Site can make a significant difference to your travel planning experience. It is important to consider your specific needs and comfort with Excel or Google Sheets before making a choice. Functionality, level of detail, customization, and even price are factors to evaluate in this decision-making process.

Templates with more detailed layouts might be preferable for long or complex trips, while simpler templates would be ideal for shorter journeys or last-minute plans. Free templates could be sufficient for basic plans, but paid ones with additional functionalities can prove useful for more comprehensive planning.

As demonstrated in this comparison, each site has its strengths and weaknesses, appealing to different user needs and preferences. However, the ultimate goal of each is to make your trip planning more organized and less stressful. Having reviewed various sites, we trust you to make the right Excel Itinerary Template Site choice for making your trip a memorable experience.

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Invoice Templates

• 26+ Travel Invoice Templates – PDF, Docs, Excel

There are a lot of people who are fond of traveling to different places and countries, with this, business from travel agency to its associate businesses like hotels and tour guides, traveling can be planned as your dream vacation. Attach to this are expenses in preparation for the upcoming journey, so the Standard Invoice Template can help to make use of  invoice templates related to travel accurately wherein all the expenses that must be settled are well indicated in Microsoft Word or Excel format. We have various travel invoice templates that you can use for various situations. Air ticket, tour operator payment, bus/car tourist bill, GST flight tickets, we all got template samples you can use to make them. You may also see travel invoice and receipt templates.

Invoice Template Bundle

• Google Sheets

Travel Agency Invoice Template

• Google Docs
• Apple Numbers
• Apple Pages

Simple Travel Agency Invoice Template

Travel Invoice Template

Travel Invoice Format Template

Free Travel Invoice Template

Travel Agency Company Invoice Template

Free Sample Travel Service Invoice Template

Free Travel Reimbursement Invoice Template

Editable Travel Service Invoice Template

Travel Expense Invoice Template

Travel and Tourism Invoice Template

Travel Invoice Templates

• The name of your travel agent
• Your company logo
• Customers’ name, phone numbers, and address
• Customers’ travel details
• Amount paid by the customers for their travels
• Other detail relevant to the travels

Travel Service Invoice Template

Free Travel Agency Invoice Template

Tours and Travels Invoice Template

Sample Travel Invoice Template

Business Travel Invoice Template

Tour and Travel Invoice Template

Packaging Slip Invoice Template

Travel Agency Invoice Bill Template

Free Invoice Template for Travelling Payment Services

Travel Agency Tourist Invoice Receipt Form Including Tax

Sample of Travel Agency GST Form Template

Travel Agent Online Invoice Sample

Flight or Air Ticket Enquiries Invoicing

Car Travel Service Tour Operator Invoice

More in Invoice Templates

10+ ultimate invoice template bundle, tour package invoice template, road travel invoice template, table reservation invoice template, daily travel invoice template, company travel invoice template, vehicle travel invoice template, monthly travel invoice template, simple travel invoice template.

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• 8+ Real Estate Agent Invoice Templates in Google Sheets | Google Docs | XLS | Word | Numbers | Pages | PDF

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Using IF with AND, OR, and NOT functions in Excel

In Excel, the IF function allows you to make a logical comparison between a value and what you expect by testing for a condition and returning a result if that condition is True or False.

=IF(Something is True, then do something, otherwise do something else)

But what if you need to test multiple conditions, where let’s say all conditions need to be True or False ( AND ), or only one condition needs to be True or False ( OR ), or if you want to check if a condition does NOT meet your criteria? All 3 functions can be used on their own, but it’s much more common to see them paired with IF functions.

Technical Details

Use the IF function along with AND, OR and NOT to perform multiple evaluations if conditions are True or False.

IF(AND()) - IF(AND(logical1, [logical2], ...), value_if_true, [value_if_false]))

IF(OR()) - IF(OR(logical1, [logical2], ...), value_if_true, [value_if_false]))

IF(NOT()) - IF(NOT(logical1), value_if_true, [value_if_false]))

Here are overviews of how to structure AND , OR and NOT functions individually. When you combine each one of them with an IF statement, they read like this:

AND – =IF(AND(Something is True, Something else is True), Value if True, Value if False)

OR – =IF(OR(Something is True, Something else is True), Value if True, Value if False)

NOT – =IF(NOT(Something is True), Value if True, Value if False)

Following are examples of some common nested IF(AND()), IF(OR()) and IF(NOT()) statements in Excel. The AND and OR functions can support up to 255 individual conditions, but it’s not good practice to use more than a few because complex, nested formulas can get very difficult to build, test and maintain. The NOT function only takes one condition.

Here are the formulas spelled out according to their logic:

Note that all of the examples have a closing parenthesis after their respective conditions are entered. The remaining True/False arguments are then left as part of the outer IF statement. You can also substitute Text or Numeric values for the TRUE/FALSE values to be returned in the examples.

Here are some examples of using AND, OR and NOT to evaluate dates.

Using AND, OR and NOT with Conditional Formatting in Excel

In Excel, you can also use AND, OR and NOT to set Conditional Formatting criteria with the formula option. When you do this you can omit the IF function and use AND, OR and NOT on their own.

In Excel, from the Home tab, click Conditional Formatting > New Rule . Next, select the “ Use a formula to determine which cells to format ” option, enter your formula and apply the format of your choice.

Using the earlier Dates example, here is what the formulas would be.

Note:  A common error is to enter your formula into Conditional Formatting without the equals sign (=). If you do this you’ll see that the Conditional Formatting dialog will add the equals sign and quotes to the formula - ="OR(A4>B2,A4<B2+60)" , so you’ll need to remove the quotes before the formula will respond properly.

Need more help?

You can always ask an expert in the Excel Tech Community  or get support in  Communities .

Learn how to use nested functions in a formula

IF function

AND function

OR function

NOT function

Overview of formulas in Excel

How to avoid broken formulas

Detect errors in formulas

Keyboard shortcuts in Excel

Logical functions (reference)

Excel functions (alphabetical)

Excel functions (by category)

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• Available number formats in Excel Article
• Conditional Formatting Article
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Available number formats in Excel

In Excel, you can format numbers in cells for things like currency, percentages, decimals, dates, phone numbers, or social security numbers.

Select a cell or a cell range.

Press CTRL + 1 and select Number .

Right-click the cell or cell range, select Format Cells… , and select Number .

Select the small arrow, dialog box launcher, and then select Number .

Select the format you want.

Number formats

To see all available number formats, click the Dialog Box Launcher next to Number on the Home tab in the Number group.

You can apply different formats to numbers to change how they appear. The formats only change how the numbers are displayed and don’t affect the values. For example, if you want a number to show as currency, you’d click the cell with the number value > Currency .

Applying a number format only changes how the number is displayed and doesn’t affect cell values that’s used to perform calculations. You can see the actual value in the formula bar.

Here’s a list of available number formats and how you can use them in Excel for the web:

Need more help?

You can always ask an expert in the Excel Tech Community  or get support in  Communities .

Format numbers as currency in Excel

Format numbers

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