• Savings Goals Excel Spreadsheet, Sinking Funds Tracker with Progress and Monthly Contribution Planner
  • Savings Goals Excel Spreadsheet, Sinking Funds Tracker with Progress and Monthly Contribution Planner
  • Savings Goals Excel Spreadsheet, Sinking Funds Tracker with Progress and Monthly Contribution Planner
  • Savings Goals Excel Spreadsheet, Sinking Funds Tracker with Progress and Monthly Contribution Planner
  • Savings Goals Excel Spreadsheet, Sinking Funds Tracker with Progress and Monthly Contribution Planner
  • Savings Goals Excel Spreadsheet, Sinking Funds Tracker with Progress and Monthly Contribution Planner
  • Savings Goals Excel Spreadsheet, Sinking Funds Tracker with Progress and Monthly Contribution Planner
  • Savings Goals Excel Spreadsheet, Sinking Funds Tracker with Progress and Monthly Contribution Planner
  • Savings Goals Excel Spreadsheet, Sinking Funds Tracker with Progress and Monthly Contribution Planner
  • Savings Goals Excel Spreadsheet, Sinking Funds Tracker with Progress and Monthly Contribution Planner
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Savings Goals Excel Spreadsheet, Sinking Funds Tracker with Progress and Monthly Contribution Planner

Item highlights

  • Digital download
  • Digital file type(s): 1 PDF, 1 ZIP

Seller's description

Track up to 30 savings goals and sinking funds. See your saved balance, remaining target and progress percentage, then change your monthly contribution to compare it with the estimated pace needed.

WHAT YOU GET
One ZIP containing SavingsGoals.xlsx and one separate QuickStart.pdf. The workbook has four tabs: Dashboard, Goals, Example and Guide. Your entry table starts blank. The separate Example tab contains fictional records and does not feed into your Dashboard.

FEATURES
- 30 goals with progress percentages
- Editable contribution planning
- Automatic funding and pace flags
- Category totals and savings chart
- Editable formulas, native Excel charts, table filters and color-coded review flags

HOW IT WORKS
Extract the ZIP and open the .xlsx file in Microsoft Excel. Read Guide, set any Dashboard controls, then add your entries in the yellow cells. Dropdown selections and data edits update the related calculations and charts. The review date uses TODAY and can be replaced with a fixed date.

SOFTWARE
Microsoft Excel required; software is not included. Excel format only. No native Google Sheets template or macros. Manual data entry, with no automatic account imports. Amount labels use USD.

LIMITS
Manual savings planning with an approximate 30-day monthly pace. No interest, investment forecasts or bank synchronization. Saved balances and contributions must be updated manually. The supported input area contains 30 rows (7-36). Extra rows require extending formulas and ranges. Table filters do not change Dashboard totals.

DIGITAL DOWNLOAD
No physical product ships. Preview images show fictional example data. Licensed for your own household or business use. Do not resell, redistribute or share the template.

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Price:$2.99

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Instant download

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Seller's description

Specifications

Savings Goals Excel Spreadsheet, Sinking Funds Tracker with Progress and Monthly Contribution Planner

Track up to 30 savings goals and sinking funds. See your saved balance, remaining target and progress percentage, then change your monthly contribution to compare it with the estimated pace needed.

WHAT YOU GET
One ZIP containing SavingsGoals.xlsx and one separate QuickStart.pdf. The workbook has four tabs: Dashboard, Goals, Example and Guide. Your entry table starts blank. The separate Example tab contains fictional records and does not feed into your Dashboard.

FEATURES
- 30 goals with progress percentages
- Editable contribution planning
- Automatic funding and pace flags
- Category totals and savings chart
- Editable formulas, native Excel charts, table filters and color-coded review flags

HOW IT WORKS
Extract the ZIP and open the .xlsx file in Microsoft Excel. Read Guide, set any Dashboard controls, then add your entries in the yellow cells. Dropdown selections and data edits update the related calculations and charts. The review date uses TODAY and can be replaced with a fixed date.

SOFTWARE
Microsoft Excel required; software is not included. Excel format only. No native Google Sheets template or macros. Manual data entry, with no automatic account imports. Amount labels use USD.

LIMITS
Manual savings planning with an approximate 30-day monthly pace. No interest, investment forecasts or bank synchronization. Saved balances and contributions must be updated manually. The supported input area contains 30 rows (7-36). Extra rows require extending formulas and ranges. Table filters do not change Dashboard totals.

DIGITAL DOWNLOAD
No physical product ships. Preview images show fictional example data. Licensed for your own household or business use. Do not resell, redistribute or share the template.

  • Item type
    Digital download
  • Digital file type(s)
    1 PDF, 1 ZIP
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Etsy Purchase Protection

If something goes wrong with an order, we've got your back on all eligible purchases. View program terms

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Listed on Sep 17, 2026
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