Welcome to your Family Wish List! This template allows you to keep track of your family’s wants, saving goals, and purchases in an organized and easy-to-manage system. Below is a guide to help you get started using all the views.
Key Features:
- Wish List Management:
Track all the items your family is saving for or planning to buy, organized by category.
- Spending Calendar:
Visualize planned purchases on a calendar to help manage timing and finances.
- Savings Tracker:
Monitor how much you’ve saved toward each item and see when you’re ready to buy.
How to Use the Family Wish List
1. Adding a New Wish List Item
To add an item to your family’s wish list:
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Click on the + New Button: Start by clicking on the “+ New” button at the top right of the Wish List view.
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Fill Out the Item Details:
- Product Image: Copy and paste the product image directly into the body of the entry.
- Category: Choose the appropriate category (e.g., Electronics, Furniture, Musical Instrument) for the item.
- Amount Saved: Input the amount of money already saved for this item.
- Coupons: If there are any coupons available for this item, you can add the details here.
- Link: Add a direct link to the store or product page if applicable.
- Notes: Include any additional notes about the item.
- Priority: Set the priority level of this item (e.g., High, Medium, Low).
- Purchase Date: Select the planned or actual purchase date for this item.
- Saving Goals: Track the savings progress toward the total price, starting at 0%.
- Status: Choose the current status for the item:
- Researching: Still gathering information or deciding.
- Saving Up: Actively saving for the item.
- Ready to Buy: Savings goal reached and ready to purchase.
- Purchased: The item has been bought.
- Store: Specify the store where you plan to buy or have bought the item.
- Total Price: Enter the full price of the item.
2. Spending Calendar
The Spending Calendar allows you to map out when you plan to purchase each item. This helps with financial planning and keeping track of upcoming purchases:
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Switch to the Spending Calendar view.
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Each item in your wish list will appear as an event on the calendar based on its planned purchase date.
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You can add a new purchase event by selecting an item and dragging it into the appropriate date on the calendar.
3. Savings Tracker
Use the Savings Tracker to track how much money has been saved for each item on your list:
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Switch to the Savings Tracker View: This view organizes items by their current savings status.
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Savings Progress: Each item displays a percentage of savings progress (e.g., “28% saved for iPad Air” or “59% saved for Desk”). This helps you quickly see how close you are to your savings goal.
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Update Savings: The savings percentage is automatically calculated based on the Amount Saved and the Total Price of each item. As you add to the saved amount, the percentage will update to reflect your progress toward the purchase goal.
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Status Updates:
- Once you’ve reached your savings goal, mark the item as Ready to Buy.
- After purchasing the item, move it to the Purchased group to keep your wish list organized.
4. Organizing Items by Status
To keep track of your family’s priorities and purchases, you can sort items by their status:
- Items will be grouped under categories such as:
- Saving Up: Items you’re currently saving for.
- Ready to Buy: Items where the savings goal is complete.
- Researching: Items you’re still deciding on.
- Purchased: Items that have already been bought.
- This helps you visually see where each item stands and what your next priorities are.
Pro Tips:
- Regularly update the Savings Tracker to stay on top of how much you’ve saved for each item.
- Use the Spending Calendar to plan out purchases based on your financial timeline, avoiding impulse buys.
- Grouping items by status (e.g., “Ready to Buy” or “Saving Up”) helps prioritize what to focus on next.
With the Family Wish List, managing your family’s spending and savings becomes easier and more strategic. Happy planning and saving!