Wedding Vendor Tracker

Collect quotes, compare them side by side, book the right vendor and never miss a deposit or final payment. One spreadsheet for every wedding vendor from first quote to the big day. WHAT YOU GET • Quote list for up to 120 quotes: category, vendor, what's included, base price, extras and fees, deposit to book, cancellation and refund terms, reviews and your own ratings • Automatic score out of 100 and rank within each category, weighing price, reviews, style fit and how quickly they reply (you set the weights) • Compare tab that lines up to four quotes for any category side by side, best score first, with the lowest price and top score marked • Contracts tab for up to 40 booked vendors: contract total, signed date, insurance certificate (COI), final details due and sent, and an automatic status • Payment plans with deposit, up to three installments and the final balance, all dated for you, plus paid so far, balance left and the next payment • Payment schedule listing every payment for every vendor in date order, marked Paid, Due soon, Overdue or Upcoming • Day-of contact sheet in arrival order with each vendor's contact, phone, email, balance left and notes • Dashboard with categories booked, contracts signed, paid and still to pay, the next eight payments, what needs attention and the status of every category HOW IT WORKS 1. Type your names and wedding date on Settings, and adjust the vendor categories and book-by months. 2. Add each quote as it comes in, then open Compare to see a category side by side and mark your choice Booked. 3. Add booked vendors on Contracts and their deposit and installments on Payments. The schedule, statuses and dashboard update on their own. FEATURES • 14 starter vendor categories with book-by dates counted back from your wedding • Category status: Booked, Book now, Book soon, Ready to decide, Get more quotes or Get quotes • Installments split and spaced evenly between the deposit and the final balance date • Final balance and final details dates from Settings, or your own date per vendor • Flags for overdue payments, unsigned contracts, missing insurance and final details due • Agreed total on Contracts when the final price differs from the quote • Works in any currency • Focused on vendors, contracts and payments: no budget categories or guest list 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 • Wedding Vendor Tracker - Blank.xlsx, ready for your wedding vendors • Wedding Vendor Tracker - 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.