Proposal Planner

Planning to propose? Keep the ring budget, ring shopping, the location, the day itself and every task in one private, organized spreadsheet. If you're thinking of proposing over the holidays, the dated checklist helps you book and confirm things in good time. WHAT YOU GET • Ring comparison for up to 10 rings side by side: shape, cut, carat, color, clarity, metal, stone, price, warranty, resizing, return window and ring size notes • All-in cost for every ring (price plus sales tax and a year of insurance) and a within-budget or over-budget check • Ring score out of 100 and an automatic rank, using weights you can change • Ring fund savings log that works out how much to save per month and per week • Budget for the ring and proposal-day costs with payments, due dates and status flags • Location ideas you rate 1 to 5, ranked, with outdoor spots that have no weather Plan B flagged • Proposal-day run of show with automatic times, the moment marked and a Plan B column • Team list of who's in on it and who must not know, plus a photographer brief with a timing check • Checklist of 37 tasks with due dates counted back from your proposal date • Dashboard with days to go, your top three rings, the plan at a glance and what needs attention HOW IT WORKS 1. Type both names, the proposal date, your ring budget and buy-by date on Settings. 2. Add rings as you shop, log your savings and score your location ideas. 3. Plan the day on Timeline, list your helpers and check the Dashboard for what's next. FEATURES • Up next list of the six most urgent tasks • Photographer timing check against the time of the question • Budget categories you can rename and assign to the ring or the day • Prefilled checklist and a sample run of show to edit • Works in any currency • Clean, printable layout WORKS WITH • Microsoft Excel (desktop or Microsoft 365) • Google Sheets (free with a Google account) • Apple Numbers • LibreOffice Best on a computer or tablet. WHAT YOU RECEIVE • Proposal Planner - Blank.xlsx, ready for your proposal • Proposal Planner - Sample.xlsx, filled with example data so you can see how it works • A quick start guide (PDF) This is a digital download. Nothing is shipped, and the files are yours to keep. For personal use. HOW WE MAKE IT Every Toast & Tally planner is designed in-house with AI-assisted tools, then every tab, formula and sample file is checked and tested before it is listed. QUESTIONS? Message us on Etsy. We're happy to help you get set up.