A sabbatical is not a holiday with a bigger price tag. The rent does not take three months off — in the sample it is $2,350 a month of costs that continue whether you are at your desk or in Lisbon, $7,050 across the break, plus $5,000 of one-time costs: flights, the lodging deposit, course fees, and a return buffer for the month you come back. $12,050 total. This planner prices the whole break before you hand in the request, then turns it into one monthly number for the months you actually have left to save.
What it does for you:
– The continuing costs, faced squarely: a Cost Plan where Monthly rows multiply by your break length automatically (rent $1,650 × 3 = $4,950) and one-time rows count once — no hand-built totals to get wrong.
– A return buffer, priced like a cost of the break: the sample carries $800 for the first month back, inside the target from day one — not discovered at the airport.
– Income while away offsets the target: still getting paid something? Enter it once and the target drops by the whole break’s worth — unpaid leave (the sample) shows the full honest number.
– A deadline that counts itself: months left to save are counted from your start date to the sabbatical date (11 in the sample), the monthly need is $959.09, and the funded-by date (Sep 1, 2027) sits a clean month before you leave.
– Progress in one line: % of target saved on the Dashboard, next to the whole plan — target, still to save, weekly equivalent ($221.33).
What’s inside (.xlsx, works in Excel AND Google Sheets):
– Start Here — plain-English setup + your settings (sabbatical start and length, income while away, saving start, saved so far)
– Fund Planner — months to save, target, still to save, monthly/weekly saving needed, funded-by date
– Cost Plan — monthly continuing costs and one-time costs with automatic line totals
– Expense Log — everyday spending, categorized
– Monthly Budget — zero-based, Budget vs Actual fills itself
– Dashboard — the whole sabbatical plan on one screen
– Monthly Summary — spending by month, Jan–Dec
Instant download. Yellow cells are yours to type in; every formula cell is locked (password sheetdaily, shown in Start Here) so nothing breaks by accident. A sample plan is pre-filled so you can see the costing work — replace it with your own break.
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