Everyday planning · focused workspace

Gift Budget Allocator

Distribute a fixed gift budget using priorities, minimums and caps, then see unallocated money and each person’s share.

Gift envelopesCompare scenariosCSV & printable report

Make the next step clearer

Open CSV / project

Preparing the worked example…

Make it yours

Settings & assumptions

Recipients

Your result, explained

02 / RESULTS

Read the result in context

Weighted allocation above entered minimums, capped per recipient. Amounts are rounded to cents; this does not recommend personal spending levels.

How to use Gift Budget Allocator

Explore the worked example. Distribute 250 across three recipients with different priority weights, minimums and individual caps.
Replace the recipients with your own entries. Set total budget.
Choose “Allocate the budget”. Review gift envelopes, then compare the visual overview with the detailed tables.
Capture alternative scenarios, download a reusable project and export the selected table or a report when you are ready.

A starting point

Distribute 250 across three recipients with different priority weights, minimums and individual caps. The example is illustrative and can be replaced.

Know what you are comparing

What happens when a recipient reaches their cap?

The remaining budget is redistributed among recipients still below their caps. Money remains unallocated when every cap is reached.

Files, privacy & saving

Calculations run locally in a browser worker. Input CSV files use the column names in the downloadable template and keep your current settings. Projects restore inputs and up to four scenarios. Imports are limited to 1 MiB and 100 entries. There is no automatic saving. Public pages include advertising and optional analytics; see our privacy policy.

CSV exports contain the entire selected table. JSON and printable HTML reports include all result tables; open the report and use your browser’s Print command for PDF.

Using Gift Budget Allocator

Distribute a fixed gift budget using priorities, minimums and caps, then see unallocated money and each person’s share.

Explore the worked example. Distribute 250 across three recipients with different priority weights, minimums and individual caps.
Replace the recipients with your own entries. Set total budget.
Choose “Allocate the budget”. Review gift envelopes, then compare the visual overview with the detailed tables.
Capture alternative scenarios, download a reusable project and export the selected table or a report when you are ready.

Example

Distribute 250 across three recipients with different priority weights, minimums and individual caps.

Questions & answers

What happens when a recipient reaches their cap?

The remaining budget is redistributed among recipients still below their caps. Money remains unallocated when every cap is reached.

Can I compare and save alternative plans?

Yes. Capture up to four calculated scenarios, restore their inputs and save them in a project JSON file. There is no automatic saving.

How do I bring in my own entries?

Download the CSV template, retain its column names and replace the example rows. Imports are limited to 100 entries and 1 MiB. A saved project also restores settings.

What should I check before using the result?

Weighted allocation above entered minimums, capped per recipient. Amounts are rounded to cents; this does not recommend personal spending levels.