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ACTUAL PRODUCT PREVIEWSinking Funds & Savings Tracker
Get ready for big bills before they catch you by surprise.
Secure purchase through Etsy. Check the listing for current availability, included files and purchase instructions.
Take a closer look ↓What can Sinking Funds & Savings Tracker help you do?
This Sinking Funds & Savings Tracker is a ready-to-use spreadsheet for Google Sheets and Excel. Add a fund for every goal with the amount and the date you need it: you see how much to save each month and whether each fund is on track. Deposits logs money in and out, Progress shows a bar for every fund and whether your budget covers them all, and Savings Challenge lets you check off a 52-week, 100 envelope or 26 paycheck challenge. Type in the yellow cells; everything else is calculated for you.
Who is it for?
Designed for savers setting money aside for future costs. Use the preview to check whether the screens and level of detail fit the way you prefer to work.
What's inside.
- Start Here: quick setup guide
- Dashboard: total saved, funds on track, funds behind, next goal date, needed per month, saved this month, charts
- Funds: funds with category, target, need-by date, saved now, still to save, months left, save per month and status
- Deposits: every deposit and withdrawal, by fund
- Progress: a progress bar for every fund, where you should be by now, and your monthly plan vs your budget
- Savings Challenge: 52-week, 100 envelope, 26 paycheck or your own challenge with check-off boxes
- Setup: start month, how much you can save per month, categories and accounts
Real screens. Clearer decisions.
Explore the supplied product previews. Example data illustrates the layout; your own entries will be different. Select an image to view it at full size.
Dashboard
Dashboard: total saved, funds on track, funds behind, next goal date, needed per month, saved this month, charts
Funds
Funds: funds with category, target, need-by date, saved now, still to save, months left, save per month and status
Deposits
Deposits: every deposit and withdrawal, by fund
Progress
Progress: a progress bar for every fund, where you should be by now, and your monthly plan vs your budget
A little guidance, when you need it.
Explore the product details and screenshots above. For a question about this tool, message Albina on Etsy.
Before you make it yours.
A simple way to get started
- Review the screenshots and included tools to check the template fits your workflow.
- Open the matching Etsy listing to confirm the current version, compatibility and what is included.
- After purchase, follow the supplied setup instructions. Start with a small set of your own records and review the results.
Good to know
- Numbers are estimates to help you plan, not financial advice.
- Check the Etsy listing for included files and supported spreadsheet software before purchase. Enter your own information and review calculated results before relying on them.