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Sinking Funds Tracker: Excel Template, Savings Goals (Excel 365)

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Highlights

  • Designed by Webbieliv
  • Party decor for gatherings and celebrations
  • Digital download

Having sinking funds can help prevent you from withdrawing money from your emergency fund or going into debt to pay for things, this sinking funds template was created to make it easier for you to create your financial goals, as well as making it easier for you to track them.

See exactly how much you have already saved up for each Sinking Fund, and know how much you have to left to set aside automatically! Save for literally anything with the worksheet supporting up to 30 different sinking funds.

Before downloading, please carefully review the following important information:

**No Source Code / No Structural Access** – This template is a finished product. Access to the underlying structure is not provided. This includes **VBA code, formulas, and hidden sheets**, which are fully protected.

**Hidden Sheets & VBA** – The template contains background sheets and VBA/macros that are essential for calculations and automation. These **cannot be unhidden, accessed, or modified**.

**Editing Limitation** – You can only input and modify data in the designated input areas. Any structural changes, customization, or reverse engineering is not supported.

**Compatibility Requirements** – This template works only with Excel 2021 or later, or Office 365. It is not compatible with Google Sheets, Excel Online, iPad/tablet, or mobile devices.

**Made to Order** – Each file is customized for a single currency.

By purchasing and downloading this file, you agree to these limitations.

If you have any questions before or after downloading, feel free to reach out — I’ll be happy to assist.
✖ This template is not compatible with Google Sheets.
✖ This template is not compatible with Excel Online Version.
✖ No Source Code
✖ Cannot be used on iPad/ Tab / Mobile Phone
✅ You will need Office 365 Subcriptions to use this template.
✅ All of the calculations are done for you, you just need to fill out each section with your information.
✅ You can make a copy for each year and reuse it.

This template is designed for easy data entry and automatic calculations. You can input your data and use all the built-in features, but the VBA/macros and hidden sheets that handle calculations are protected and cannot be modified.

⦿ 6 Sheets Included :

► Sheet 1:Setup
► Sheet 2: Sinking Funds
► Sheet 3: Transactions
► Sheet 4 : Dashboard
► Sheet 5 : Sinking Funds Tracker
► Sheet 6 : Visual Tracker

☑ “Begin at Any Month
You Prefer!”

You can watch a DEMO VIDEO before purchasing
https://youtu.be/hV7mCemti8Y
It's a great way to know exactly what you will be receiving!

What will you receive?
1. You will get 2 Excel file (1 Empty + 1 Pre-filled template for you to played with)
2. You will get a PDF file contains step by step instructions.

☑ Keep it Simple and Easy. Happy Savings !

► If you have any questions feel free to message me.

© 2024 webbieliv | All rights reserved.

This spreadsheet is for personal use only.
It is not to be resold or redistributed in any form.
Modification of the product and its subsequent resale is strictly prohibited.
By purchasing this product, you agree to these terms and conditions.

Due to the nature of the digital products, no refunds, returns, exchanges or cancellations are accepted. You can always make sure this product will fit your needs by watching the demo video linked in this description or by messaging me directly if you have any other questions.

✅ You will need Office 365 Subcriptions to use this template.

Made-to-order download

Files will be available after the seller completes your order.  Here's how.

Made-to-order digital items don’t accept returns or exchanges. Please contact the seller about any problems with your order.

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Reviews for this item

5.0

We calculate this number using a recency-weighted average of all ratings, with a rating's value decreasing by half each year to best reflect the current experience.

(2 reviews)

5.0 Item quality
5.0 Shipping
5.0 Customer service
100% Buyers recommend
5 out of 5 stars 5 This item

Tania Dec 3, 2024

Great customer service and fast delivery on custom items. The products are easy to use, and the instructions are very detailed. I recommend this product to anyone looking for a detailed view of their finances. Thank you!

Tania Dec 3, 2024

Response from Webbieliv

Thank you very much for your positive review. I truly appreciate it. Share our shop link https://webbieliv.etsy.com with your friends and favorite our shop to keep updating the latest products.

5 out of 5 stars 5 This item

Evenilde Dec 19, 2025

Great model and customer service 🥰

Evenilde Dec 19, 2025

Response from Webbieliv

Thank you very much for your positive review. I truly appreciate it. Share our shop link https://webbieliv.etsy.com with your friends and favorite our shop to keep updating the latest products.

Webbieliv
Webbieliv
Webbieliv ·

United States

We calculate this number using a recency-weighted average of all ratings, with a rating's value decreasing by half each year to best reflect the current experience. 4.7
·
911 sales
·
2.5 years on Etsy
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