When we travel for leisure or business purposes, we always need to plan ahead. Travel plans would include accommodations, air, sea or land transportation, a detailed travel itinerary and those who traveling for leisure would like to include more intricate details such as where to eat, the best shopping and entertainment areas, and other things. But the most important thing to consider here is that, do you have enough funds to support your travel plans? This is where you need to start working on a travel budget worksheet. This tool will help you organize your travel-related needs, whether you are flying off to the Caribbean for a summer holiday or organizing a conference in Tokyo. Read more about this in our article for today, and if you need help working on that worksheet, we have a couple of free travel budget worksheet samples made available on this page.

10+ Travel Budget Worksheet Samples

1. Travel Budget Worksheet Template

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  • MS Excel
  • Google Docs
  • Google Sheets

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2. Leadership Travel Budget Worksheet

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  • PDF

Size: 596 KB

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3. Travel Expenses Budget Worksheet

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Size: 84 KB

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4. Travel Request Budget Worksheet

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Size: 125 KB

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5. Tentative Travel Budget Worksheet

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Size: 176 KB

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6. Student Travel Budget Worksheet

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Size: 18 KB

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7. Travel Program Budget Worksheet

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  • PDF

Size: 106 KB

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8. Research Travel Budget Worksheet

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  • PDF

Size: 305 KB

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9. Travel Award Budget Worksheet

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  • PDF

Size: 282 KB

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10. Travel Cost Budget Worksheet

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Size: 175 KB

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11. Travel Project Budget Worksheet

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  • XLS

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What Is a Travel Budget Worksheet?

Traveling can cost, if you think about it even as you travel from your home to your workplace you need to pay for your gas, or for public transportation. So budgeting can still play an important role in our everyday lives even as we travel for a short distance. But in a more practical sense if you want to make sure you have the right amount of funds to go on a travel holiday or even if it is for business, then it is important to have your very own travel budget worksheet. With this planning tool, you will be able to monitor your travel funds and plan out your trip without going over the budget.

How To Create a Travel Budget Worksheet?

A worksheet is a great tool that can be used for any purpose and is particularly suitable for accounting matters. And for this case, when you start to work on that travel budget plan, the best place to organize this is by creating a travel budget worksheet. It has a lot of functions that are easy for you to understand and would help you compare your budget versus the expenses. But what makes up a travel budget worksheet? Well, this will actually depend on the type of trip you are about to take, as leisure and business travel can entail different kinds of expenses. When we talk about leisure travel, this is the type of trip that is funded personally and business travel is usually shouldered by the company or client. But overall there are similarities when it comes to travel planning. The following below are several elements that may be included in a travel budget worksheet.

1. Categorize Your Travel Plans

As mentioned you will need to indicate if you are traveling for leisure or business. In most business travel, travelers are given a pre-planned itinerary by their company or client. Depending on what kind of business the traveler has, this can be as complicated as going from one city to another and would be needing different kinds of transport services, attending meetings, visiting clients, and booking hotel accommodations that are accessible to their business needs. And for leisure travelers, the most important aspect in their budgeting are documentation, transportation, accommodation, and the tour itinerary.

2. Breakdown Of The Budget

If you have already mapped out your travel plans, then it is time to break down the details with its corresponding estimated cost. Normally you would get rates with the help of a travel agent, or you could do your own research. Here are the following things to consider:

  • Transportation cost – whether you travel by air, sea or land this is one of the first things you must check and compare prices.
  • Accommodation – the next important thing to consider is your accommodation, as there are hundreds and different types of accommodations to choose from on the internet alone, you are free to compare and choose which suits your budget. But always consider just because this particular hotel accommodation is cheap would mean you are able to save, which is not always the case. You must consider how far this hotel is, and that you might be spending more on your transportation to get from one place to another.
  • Tour itinerary – the main purpose for leisure travel is to do some sightseeing, and this can be costly, whether to decide to do it by yourself or avail of a day tour services from a travel agency. So it is important that you plan your sightseeing activities and check if it fits in your budget.

3. Other Miscellaneous Expenses

Aside from the usual travel expenses, you need to also consider the following. Although this will depend on your travel itinerary it should be counted as an expense no matter what.

  • Passport and Visas – if you plan to travel abroad then the cost of getting a passport and visas is inevitable. Visas will depend on the restrictions of your passports or nationality, and if you are required to get one, then there are fees to be paid.
  • Travel Insurance – although travel insurance is optional, a traveler is highly advised to get one. It may save you from further financial damage should anything happen to you during your trip.
  • Vaccinations – believe it or not even before the covid pandemic some countries require vaccination against certain kinds of illness. To know more about this, it is always important that you do your research whenever you decide to travel and check on any health restrictions on certain countries.
  • Personal Belongings – what you need to take with you will depend very much on where you are headed. Whether you choose to travel light or max out your luggage allowance is up to you, but there are plenty of ways to help keep costs down when it comes to packing for your next adventure.
  • Pocket Money – your pocket money will depend on how long you are traveling, your itinerary, and if you have plans to buy souvenirs and things along the way.

4. Unexpected Expenses

Anything can happen when you are traveling, whether this is for an emergency reason or you suddenly want to change your flight plans. But every move may entail spending your funds, so it is important to set aside extra cash in case you encounter any unexpected expenses.

FAQs

What Is a Budget Worksheet?

This is a tool that can help an individual determine the state of his finances and help him or her plan spending over the course of a period.

Why Is Budgeting Important?

Budgeting can help individuals or companies create a spending and management plan for their funds. Following a budget or spending plan will also keep you out of debt or help you work your way out of debt if you are currently in debt.

What Is a Travel Itinerary?

A travel itinerary is a proposed schedule and route of your entire travel plan. It includes details such as the flight, accommodations, and tours.

Start working on that travel budget worksheet so you may be able to enjoy a stress-free vacation or business trip that is within the budget.

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