Sinking Funds Tracker Google Sheets Excel | Savings Goal Tracker, 52 Week Savings Challenge, 100 Envelope Challenge, Budget
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NowPrice:$5.99
Original Price: $11.99
50% off
Sale ends on November 23
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Specifications
Get ready for big bills before they catch you by surprise.
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.
▶ VIDEO TUTORIAL: see every tab in about a minute: https://drive.google.com/file/d/1aYGaI3P2ZxeqOY5rIaa89JzL5UKaReyI/view
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WHAT’S INSIDE (FULL VERSION, 7 TABS)
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• Start Here: quick setup guide
• Dashboard: total saved, funds on track, funds behind, next goal date, needed per month, saved this month, charts
• Funds: up to 30 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
A tab bar at the top of every page lets you jump between tabs in one click.
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YOU GET 4 FILES
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• Full version with sample data (see it working)
• Full version, blank
• Lite version (6 tabs: Start Here, Dashboard, Funds, Deposits, Progress, Setup) with sample data
• Lite version, blank
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HOW IT WORKS
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1. Download the .xlsx files after purchase.
2. Google Sheets: upload to Google Drive, open, then File > Save as Google Sheets.
Excel: open the file and click Enable Editing.
3. Fill in Setup (about 2 minutes), add your funds, then log deposits as you save.
Works in Google Sheets (free) and Microsoft Excel (desktop and Microsoft 365). Not for Apple Numbers.
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LIFETIME UPDATES + FREE SMALL CHANGES
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Every improvement I make is yours for free: just download the files again from your Etsy purchases.
Need one small change? An extra column, your currency, more rows, a renamed category. Message me after your purchase and I will make it for you, free. I reply within 24 hours.
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PLEASE NOTE
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• This is a digital download. No physical item will be shipped.
• Numbers are estimates to help you plan, not financial advice.
• Due to the digital nature of the product, I do not accept returns, but message me and I will help with any issue.
Designed by Albina at HomeBizPaperwork. Built with the help of AI tools and my own scripts, then checked in Google Sheets before every release.
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Designed by
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Item typeDigital download
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Digital file type(s)4 Files
If something goes wrong with an order, we've got your back on all eligible purchases. View program terms
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