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Wedding Planning Excel Templates

Financial templates built for wedding planners and coordinators — from day-of coordinators to full-service agencies. Pre-loaded with fee structures, payment milestone tracking, and vendor pass-through categories.

Wedding Planning Balance Sheet Template

Track what your wedding planning business owns, owes, and is worth — with built-in client deposit tracking and accounts ...

$29

Wedding Planning Budget Template

Budget your wedding planning business with a template built for coordinators — pre-loaded with planning fees, vendor pas...

$29

Wedding Planning Cash Flow Template

Track and project cash flow for your wedding planning business — with client deposit tracking, vendor payment timing, mi...

$29

Wedding Planning Financial Model Template

Project annual revenue by package tier, model the cash flow gap between deposits and event payments, and forecast profit...

$29

Wedding Planning Income Statement Template

Track your wedding planning business's revenue and expenses with an income statement built around how planners actually ...

$29

Wedding Planning Invoice Template

Invoice clients by milestone, track payment schedules across all active weddings, and reconcile vendor pass-throughs — i...

$29

Wedding Planning KPI Dashboard Template

Track the metrics that drive a profitable wedding planning business — revenue per event, booking conversion rate, outsta...

$29

Wedding Planning P&L Template

Track your wedding planning business's revenue, vendor pass-throughs, and operating expenses with a P&L built for planni...

$29

Wedding Planning Pro Forma Template

Project revenue, expenses, and profitability for your wedding planning business — built around booking deposits, seasona...

$29

Wedding Planning Sales Forecast Template

Project your wedding planning business revenue by service package and event date — with booking pipeline tracking, payme...

$29

Wedding Planning Valuation Template

Calculate what your wedding planning business is worth using SDE multiples, revenue multiples, intangible asset scoring ...

$29