It would require careful planning and execution, but Marina always accomplished everything to which she put her mind. She made a lot of spreadsheets.
-Cristina Alger, author
| By Amelia Stolarz |
Whenever I begin a big project, I immediately open a Microsoft Excel Workbook.
Be it a new estate tax return or a large house party, it needs a spreadsheet. I opened one when each of my daughters got engaged, every time I’ve planned a vacation – anytime part of my life needed corralling – and certainly every Christmas.
Here are some ideas on how to organize your holiday to-do lists into spreadsheets.
- Gift Ideas: My first tab always is a Gift List. I list each person’s name in a column. To the left, I insert two narrow columns: one to check when “Done” and another to check when “Wrapped.” Each of those two columns uses a different color font to make it pop. After I complete purchasing gifts for each person, I use the Ctrl+5 key command to strike through. In the right columns, I’ll note when gifts are ordered online and when delivered. I buy a lot of gifts!
- Gift Shops: The next tab is Shopping Lists for Gifts. I’ll list all the places I want to go – online or in town – and then when I think of something I need from that store, I’ll enter it there so that I can consolidate trips.
- Party Menu: I use another tab to create my menu(s) for holiday entertaining.
- Grocery Shops: On the tab next to the Party Menu, I have a Shopping Lists-Food tab. I’ll list Publix, Trader Joe’s, Costco, etc. and enter the ingredients I need from each place in order to consolidate those trips, too.
- Party Plans: Next is a Party Planning sheet with guests, RSVPs, amount of paper goods to buy based on guest responses and other entertaining to-dos.
I use different colors on each tab to help them standout. Simply right click on the tab label and click Tab Color and choose a color. I find coloring the Tabs helps train the eye to move around the spreadsheet quickly.
Additionally, I like to use different color fonts for text within the spreadsheet to give a sense of organization.
Once you have your holiday spreadsheets perfected, you can easily make a copy for the next year.
Wishing you a Happy 2018. Stay organized!
If you found any of these tips particularly helpful or would like to share your ideas, let us know. We’d love to hear from you.
|Definition of Spreadsheet
or spread sheet
1 Accounting. a worksheet that is arranged in the manner of a mathematical matrix and contains a multicolumn analysis of related entries for easy reference on a single sheet.
a. a type of software that offers the user a visual display of a simulated multicolumn worksheet and the means of using it especially for financial plans and budgets.
b. a single document created with this software.
Origin of spreadsheet Expand
spread + sheet1Source: Dictionary.com
Amelia Stolarz is a lifelong organizing guru, an avid gluten-free baker and a Certified Public Accountant.