How to use Planly Getaway

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. “Chicago Weekend”.

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. “Chicago”).
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. Almost everything here fills itself from the other tabs.

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.
3. Under TRAVELERS, enter the number of Adults, Elderly, Children, Infants and Pets.
4. STILL TO PACK, STILL TO CHECK and STILL TO DO show what's left on your packing list and checklist.
5. BUDGET CALENDAR, BUDGET SUMMARY and BALANCING update as you log expenses.

Planly Getaway · Travel overview

Compare destinations if you're still deciding, then keep every booking's details in one place.

1. DESTINATIONS: compare options by BEST SEASON TO VISIT, AFFORDABILITY, CHILD FRIENDLY, TRANSPORTATION MODE, ACCOMODATION TYPE and AVERAGE ACCOMODATION RATE, then tick FINAL CHOICE beside the winner.
2. FLIGHTS: DATE, FROM, TO, DEPARTURE TIME, ARRIVAL TIME, LUGGAGE, TICKET COST, QTY and COMPAGNY. TOTAL COST works itself out.
3. ACCOMODATIONS: LOCATION, NAME, ADRESS, CHECK-IN and CHECK-OUT dates and COST/NIGHT.
4. CAR RENTAL: PICK-UP INFORMATIONS, DROP-OFF INFORMATIONS, NO OF DAYS, COST/DAY and INSURANCE.
5. TOURS AND SIGHTSEEING and TRAVEL INSURANCE: booking references, dates, costs and coverage.
6. Tick BOOKED as each reservation is confirmed.

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 Transportation, Hotel, 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 Getaway · Travel budget

Heading abroad? The CURRENCY EXCHANGE CALCULATOR helps you check prices on the spot.

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? 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 brunch spot, a gallery, a show.
3. Add NOTES like addresses, booking times or confirmation numbers.

Planly Getaway · 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.
4. Tick CHECK as tasks are done. What's left 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 bag.
4. The summary at the top and STILL TO PACK on TRAVEL OVERVIEW show how much each traveler has left.