Keep occasion dates, preparation, gift ideas and recorded purchases together in a private plan.
Plan an occasion#
Open Celebrations & Gifts from your personal workspace. Enter an occasion name, a date and a spending limit in one currency. Add names or notes for your own reference. Names entered here stay in your plan and never send an invitation.
Open a saved occasion to review its budget, estimated costs for ideas, recorded purchases and remaining budget. Choose the currency before adding gifts. Amounts remain in that original currency.
Build a checklist and keep gifts private#
Use Gift for a recipient, an idea and an estimated amount. Edit the gift when you purchase it, change its status to Purchased and enter the actual amount. Mark it Given when delivered. Purchased and given gifts both count toward spending and stay visible as purchase history.
Use Checklist for tasks such as ordering a cake or preparing decorations. Edit the item and mark it complete as you finish it. Checklist items and unused ideas can be removed. The owner alone can view the plan, including the surprise gifts.
Keep a record of past celebrations#
Archive an occasion when the preparations are done. Archived plans stay available for review with their gift and checklist history. Restore an occasion to make changes again.
Keep the active workspace, actual business requirements and current setup summary in view. A guide explains a choice; it does not make that choice for you.