Gift budget planner template

Free build guide: Gift budget planner for WordPress

This guide rebuilds the Gift budget planner from this site in Gravity Forms: 6 inputs, 6 live results and no submit button. Expect about 36 minutes by hand. The template above is the same form as an import file, and the bundle adds a PDF version of this guide with a screenshot of every setting, plus the stylesheet.

You will end up with:

• Immediate family, each
• Extended family, each
• Friends, each
• Co-workers and others, each
• People on the list
• Left for gifts after wrapping & shipping

What you need

• Gravity Forms (any license) — Calculation fields are in core.

Everything here is core Gravity Forms. No add-ons.

1. Create the form

1. Go to Forms → New Form and name it Gift budget.
2. In Form Settings → Form Layout, set the CSS Class Name to fo-live-only. Step 3 uses it to hide the submit button.
3. Leave the form open in the editor; the fields come next.

2. Add the fields, in this order

Field IDs are assigned as you add fields. If yours come out differently, change the {Label:ID} references in the formulas to match your IDs. Settings not mentioned stay at their defaults.

1. Total gift budget · Number · ID 1
Number Format Currency; Default Value 600; Description “What you can spend without January regret.”; Layout: half width, on the same row as its neighbour (drag the field beside it in the editor; no CSS class needed).

2. Wrapping, cards & shipping (%) · Number · ID 2
Number Format 9,999.99; Default Value 10; Description “Comes off the top. 10% is typical; more if you ship a lot.”; Layout: half width, on the same row as its neighbour (drag the field beside it in the editor; no CSS class needed).

3. Immediate family · Number · ID 3
Number Format 9,999.99; Default Value 4; Description “Partner, children, parents. Weight 3.”; Layout: half width, on the same row as its neighbour (drag the field beside it in the editor; no CSS class needed).

4. Extended family · Number · ID 4
Number Format 9,999.99; Default Value 6; Description “Siblings, in-laws, nieces and nephews. Weight 1.5.”; Layout: half width, on the same row as its neighbour (drag the field beside it in the editor; no CSS class needed).

5. Friends · Number · ID 5
Number Format 9,999.99; Default Value 5; Description “Weight 1.”; Layout: half width, on the same row as its neighbour (drag the field beside it in the editor; no CSS class needed).

6. Co-workers, teachers, neighbours · Number · ID 6
Number Format 9,999.99; Default Value 3; Description “Weight 0.5.”; Layout: half width, on the same row as its neighbour (drag the field beside it in the editor; no CSS class needed).

7. Immediate family, each · Number · ID 7
Number Format Currency; Custom CSS Class (Appearance tab) fo-result; tick Enable Calculation, Rounding 0.

( ( {Budget:1} * ( 1 - {Wrapping:2} / 100 ) ) / ( {Immediate:3} * 3 + {Extended:4} * 1.5 + {Friends:5} * 1 + {Others:6} * 0.5 ) ) * 3

8. Extended family, each · Number · ID 8
Number Format Currency; Layout: half width, on the same row as its neighbour (drag the field beside it in the editor; no CSS class needed); Custom CSS Class (Appearance tab) fo-result fo-result--sub; tick Enable Calculation, Rounding 0.

( ( {Budget:1} * ( 1 - {Wrapping:2} / 100 ) ) / ( {Immediate:3} * 3 + {Extended:4} * 1.5 + {Friends:5} * 1 + {Others:6} * 0.5 ) ) * 1.5

9. Friends, each · Number · ID 9
Number Format Currency; Layout: half width, on the same row as its neighbour (drag the field beside it in the editor; no CSS class needed); Custom CSS Class (Appearance tab) fo-result fo-result--sub; tick Enable Calculation, Rounding 0.

( ( {Budget:1} * ( 1 - {Wrapping:2} / 100 ) ) / ( {Immediate:3} * 3 + {Extended:4} * 1.5 + {Friends:5} * 1 + {Others:6} * 0.5 ) ) * 1

10. Co-workers and others, each · Number · ID 10
Number Format Currency; Layout: half width, on the same row as its neighbour (drag the field beside it in the editor; no CSS class needed); Custom CSS Class (Appearance tab) fo-result fo-result--sub; tick Enable Calculation, Rounding 0.

( ( {Budget:1} * ( 1 - {Wrapping:2} / 100 ) ) / ( {Immediate:3} * 3 + {Extended:4} * 1.5 + {Friends:5} * 1 + {Others:6} * 0.5 ) ) * 0.5

11. People on the list · Number · ID 11
Number Format 9,999.99; Layout: half width, on the same row as its neighbour (drag the field beside it in the editor; no CSS class needed); Custom CSS Class (Appearance tab) fo-result fo-result--sub; tick Enable Calculation, Rounding 0.

{Immediate:3} + {Extended:4} + {Friends:5} + {Others:6}

12. Left for gifts after wrapping & shipping · Number · ID 12
Number Format Currency; Custom CSS Class (Appearance tab) fo-result fo-result--sub; tick Enable Calculation, Rounding 0.

( {Budget:1} * ( 1 - {Wrapping:2} / 100 ) )

3. Hide the submit button

The results are live, so nothing needs submitting. Add this filter to your theme’s functions.php or a code-snippets plugin; it hides the button on any form carrying the fo-live-only class:

add_filter( 'gform_submit_button', function ( $button, $form ) {
	return str_contains( (string) rgar( $form, 'cssClass' ), 'fo-live-only' ) ? '' : $button;
}, 10, 2 );

Or with CSS alone: .fo-live-only_wrapper .gform_footer { display: none; }

4. Put it on a page and make it look like this

Add the form to any page with the Gravity Forms block, or the shortcode [gravityform id="X" title="false" ajax="false"]. The form inherits your theme’s styles; the classes you set in step 2 are hooks for the look you see on this site:

• fo-result on a calculation field makes it the big teal result panel.
• fo-result fo-result--sub makes the smaller secondary figures.
• fo-segmented on a radio field turns it into a segmented switch.
• Two fields on one row is the editor’s own column layout: drag a field beside another and the row splits in half. No CSS class is needed, and the old gf_left_half Ready Classes are deprecated.

The bundle includes the two stylesheets that implement those classes, with notes on matching your brand colours. Without them the form still works; it just looks like your theme’s default Gravity Forms styling.

How the maths works is explained under “How it’s calculated” on the live Gift budget planner.