How to use Planly Wanderlist

Your template lives in your own Google Drive, so the first step is making your personal copy.

1. Open the PDF from your Etsy purchase (Etsy → You → Purchases and reviews → Download files).
2. Click the “Make my copy” button. If you're asked, sign in to your Google account.
3. Google shows a “Copy document” screen. Click the blue “Make a copy” button.
4. Your copy opens. Rename it if you like (click the title in the top-left), e.g. “Italy 2027”.

SETUP tells every other tab where you're going and when. Your itinerary days, countdown and budget calendar are built from these dates.

1. Under YOUR CURRENCY SYMBOL, enter the currency you'll budget in ($, €, £…).
2. Under YOUR DESTINATION, type where you're going (e.g. “Rome, Italy”).
3. Under YOUR VACATION DATES, set the START DATE: enter the YEAR, choose the MONTH from the dropdown and enter the DAY.
4. Do the same for the END DATE.

TRAVEL OVERVIEW is your trip at a glance. Most of it fills itself from the other tabs; you add a few details.

1. COUNTDOWN shows how many days are left until you leave.
2. GENERAL INFORMATIONS shows the Destination, Start Date, End Date, Days and Nights from SETUP. Add the Language spoken there.
3. Under TRAVELERS, enter the number of Adults, Children and Pets.
4. Enter the DESTINATION CURRENCY symbol (e.g. €). DESTINATION OVERVIEW uses it for price ranges.
5. CHECKLIST and PACKING LIST show what's still to check and still to pack, with progress bars.

Planly Wanderlist · Travel overview

Still deciding where to go? The DESTINATIONS table at the top lets you compare options side by side.

1. Under DESTINATION, list each place you're considering.
2. Fill in BEST SEASON TO VISIT, AFFORDABILITY, CHILD FRIENDLY, TRANSPORTATION MODE, ACCOMODATION TYPE and AVERAGE ACCOMODATION RATE.
3. Add the PURPOSE of the trip, a LINK to your research and any NOTES.
4. Once you've decided, tick FINAL CHOICE beside the winner and enter it under YOUR DESTINATION on SETUP.

Keep every booking's details in one place, so you're never digging through email at the check-in desk.

1. FLIGHTS: DATE, FROM, TO, DEPARTURE TIME, ARRIVAL TIME, LUGGAGE, TICKET COST, QTY and COMPAGNY. TOTAL COST works itself out.
2. ACCOMODATIONS: LOCATION, NAME, ADRESS, CHECK-IN and CHECK-OUT dates and COST/NIGHT.
3. CAR RENTAL: PICK-UP INFORMATIONS, DROP-OFF INFORMATIONS, NO OF DAYS, COST/DAY and INSURANCE.
4. TOURS AND SIGHTSEEING: BOOKING REF, DATE, TIME, DURATION and COST.
5. TRAVEL INSURANCE: PROVIDER, START DATE, END DATE, COUNTRIES, and coverage for CANCELLATION, EXCESS, LUGGAGE & SUITCASE and OVERSEAS MEDICAL COVER.
6. Tick BOOKED as each reservation is confirmed.

DESTINATION OVERVIEW is your personal guidebook. The example places show how it works. Replace them with your own.

1. In BEST PLACE TO VISIT, type each place's name, then its Adress, Opening Hours and Price.
2. Paste a Trip Advisor link, pick a Rating from one to five stars and add a Note.
3. In BEST PLACE TO EAT, add each RESTAURANT NAME, ADRESS and OPENING HOURS.
4. Choose its TYPE (Restaurant, Fast Food, Coffee & Tea, Bakery, Bars & Pubs, Ice cream or Dessert), a PRICE RANGE and whether you NEED RESERVATION.
5. Add a GOOGLE MAPS LINK, a RATING and a NOTE.

TRAVEL BUDGET compares what you plan to spend with what you really spend, category by category.

1. In BUDGET SUMMARY, type your categories under CATEGORY, for example Flights, Accommodation, Car Rental, Food, Activities, Shopping.
2. Enter a BUDGET amount for each one. INITIAL BUDGET shows the total.
3. Log every expense in TRANSACTION TRACKER: DATE, AMOUNT, CATEGORY (from your list) and a DESCRIPTION.
4. Watch REAL, TOTAL EXPENSES and LEFT TO BUDGET update, and check the BUDGET CALENDAR to see spending day by day.

Planly Wanderlist · Travel budget

The CURRENCY EXCHANGE CALCULATOR helps you check prices while you plan and travel.

1. Under Set Currency, choose your home country in FROM and your destination in TO.
2. The Exchange Rate fills in automatically, using Google's live currency data.
3. Enter an Amount under Domestic to see what it's worth at your Destination.
4. Can't find a country? Add its name and 3 Letter Symbol (e.g. CHF) in the space provided.

Traveling with friends or family? DISTRIBUTION shows who paid for what and how to even things out.

1. Under WHO ARE THE SPENDERS?, replace the example name and add each traveler (up to eight).
2. TRANSACTION DISTRIBUTION lists every expense from TRAVEL BUDGET. Choose who paid under SPENDER.
3. Check BALANCING to see how much each person is over or under their share.
4. EXPENSES DISTRIBUTION and GLOBAL DISTRIBUTION show the split as charts.

DAILY ITINERARY lists every day of your trip with its date, based on your SETUP dates.

1. Each DAY has rows for Breakfast, Morning, Lunch, Afternoon, Dinner and Evening.
2. Under ACTIVITIES, type what you're doing: a tour, a museum, a restaurant from DESTINATION OVERVIEW.
3. Add NOTES like addresses, booking times or confirmation numbers.
4. On TRAVEL OVERVIEW, pick a date in ITINERARY SUMMARY to see that day's plan on your dashboard.

Planly Wanderlist · Daily itinerary

CHECKLIST splits your to-dos by timing, so nothing gets left to the last minute.

1. Add tasks under WHEN YOU BOOK, ONE WEEK BEFORE DEPARTURE, ONE DAY BEFORE DEPARTURE and DEPARTURE DAY.
2. Use the TO DO section for anything else.
3. Enter a PERSON IN CHARGE for each TASK, so everyone knows their jobs.
4. Tick CHECK as tasks are done. Progress shows on TRAVEL OVERVIEW.

Each traveler gets their own packing list, organized by category.

1. Replace the example names with your travelers' names.
2. Under each person, add items to CLOTHING, ACCESSORIES, TECHNOLOGY, TOILETRIES and SPECIFIC EQUIPMENTS, with a QTY.
3. Tick CHECK as each item goes in the suitcase.
4. The summary at the top and TRAVEL OVERVIEW show how much each traveler still has left to pack.