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Gift Budget checklist

16 steps to give thoughtfully all year without overspending.

Track your progress with a free account Get the free Gift Year Planner

Plan the year

Once a year.

Add up a yearly gift budget Guide
Start a gift list with dates and ideas Guide
Suggest a gift limit or exchange with family Guide
Set up a monthly transfer to a gift fund Guide

Thoughtful ideas

Before you shop.

Plan one homemade gift Guide
Give one experience instead of a thing Guide
Offer a gift of time or skill Guide
Choose one gift under $20 with a note Guide

Occasions

As they come up.

Put every birthday in your calendar Guide
Plan wedding and shower gifts together Guide
Set a standard kids' party gift amount Guide
Send one handwritten thank-you Guide

Shop smart

Every gift.

Check gift card fees and terms Guide
Never pay anyone with gift cards Guide
Ask for gift receipts Guide
Write down return-by dates Guide