Gifts: Plan and Track Presents for a Trip

The Gifts page, titled Gift Planning, helps you plan presents for the people you celebrate with on a trip. Each gift belongs to a holiday, and each holiday belongs to a trip. You can follow every gift from the idea stage to the day it is delivered.

Open it from the sidebar under Get ready.

The gift board

The board has four columns, one for each stage, from left to right:

1. Planned: the gift is an idea. Each card has a Move to Purchased button.
2. Purchased: you have bought it. The button reads Move to Wrapped.
3. Wrapped: it is wrapped. The button reads Move to Delivered.
4. Delivered: it has been given. No button is shown at this stage.

Each column header shows a count of gifts. A column with no gifts shows No gifts.

Each gift card shows the gift item, For and the recipient, and the budget amount.

Choose a trip

Use the Select trip field at the top to choose the trip you are planning gifts for. The gifts shown are only those for that trip's holidays.

Budget totals

The totals card at the top adds up the Budget values of the gifts. It shows the amount spent against the total budget, with a progress bar. The spent amount counts only gifts that are no longer Planned, so the example above is the Purchased, Wrapped and Delivered gifts, and the rest is still planned. There is one card for each currency.

The currency shown is the currency of the trip the gift belongs to.

Gift budgets are separate from the trip's expenses. To count a purchase in the trip's totals, record it as an expense on the trip's Budget tab. See Trip budget.

Track a gift

Each gift starts as Planned. Click the button on the gift card to move it to the next stage. The stages go in one direction: the button only moves a gift forward. There is no button to move a gift back.

Add a gift

1. Click Add Gift. The form opens.
2. Choose the Holiday the gift is for.
3. Enter the Recipient, the person who will receive the gift. The field is shown as For on the cards.
4. Enter the Gift item, for example "Dinner at the riverside restaurant" or "Silk scarf".
5. Optionally enter a Budget for the gift.
6. Optionally add Notes (optional).
7. Save the gift.

The form does not save until the holiday, the recipient and the gift item are filled in.

Before you start

Gifts are organized by holiday, so you need two things first:

1. A trip. If you have none, the page says "Create a trip first" and "Gifts are organized by trip holidays". See My Trips.
2. A holiday linked to that trip. See Holidays.

If a trip has no holidays linked to it, the Add Gift form has no holiday to choose.