Description
Sinking Funds & Savings Goals Tracker
A sinking funds and savings goals tracker that keeps all of your saving pots in one place. Add each goal with a target and date, log deposits and withdrawals, and the tracker shows the balance, a progress bar, months left and how much to save each month to finish on time.
Who it’s for
Anyone using sinking funds or cash-envelope style saving, families planning for holidays, Christmas, car costs or a new home, and anyone building an emergency fund.
What’s inside
- Start Here – a 5-step quick-start guide inside the file
- Dashboard – Total saved, overall progress, funds on track vs behind and monthly savings chart
- Funds – Every goal with target, date, balance, progress bar and monthly amount needed
- Transactions – Deposits and withdrawals log with fund dropdown
- Settings – Currency, tracking date and fund categories
Features
- Up to 30 funds or savings goals with target amount and target date
- In-cell progress bars and percent complete
- Monthly amount needed to reach each target on time
- On track / Behind / Complete status for every fund
- Deposits and withdrawals log with fund dropdown
- Dashboard with total saved, overall progress and monthly savings chart
- Saved vs target chart for every fund
- Your own currency symbol and fund categories
How delivery works
- Instant download right after purchase: the .xlsx workbook plus a step-by-step Setup Guide PDF.
- Works in Microsoft Excel (Windows, Mac, Excel for the web) and Google Sheets (upload to Google Drive and open with Google Sheets, or File > Import).
- Comes with realistic sample data so you can see how it works, and clear instructions to remove it.
- No macros, no add-ons, no subscriptions. Pay once, use it for as long as you like.
FAQ
What is a sinking fund?
Money you set aside little by little for a known future cost, such as car repairs, holidays or annual bills, so it doesn't hit your budget all at once.
Does it work in Google Sheets?
Yes. Upload to Google Drive and open with Google Sheets, or use File > Import. Progress bars, dropdowns and charts all carry over.
How many goals can I track?
30 funds and 500 transactions are ready to use. You can copy rows down for more.
Can I use it for an emergency fund?
Yes. Add it as a fund with your target, for example three months of expenses, and a target date.
Also available in Neutral Beige: Sinking Funds & Savings Goals Tracker – Neutral Beige
This is a digital product. No physical item will be shipped.
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