Excel + Google Sheets + Printable PDF
Savings Goals & Sinking Funds Tracker
A sinking fund is money you set aside a little at a time for something you can see coming: car repairs, holidays, insurance bills, a vacation. This tracker works out how much to set aside each month (and each paycheck) to get there by your target date.
$5.99
Features
- Up to 15 goals or sinking funds
- Auto 'save per month' to hit each target date
- Per-paycheck amount (biweekly)
- Savings log with deposits and withdrawals
- % funded with a goal-reached highlight
- Saved vs. goal chart
How it works
- List each goal with a goal amount and a target date.
- See 'save per month' and 'save per biweekly check' for every fund.
- Log deposits and withdrawals; '% funded' updates automatically.
- Goals turn green at 100%.
What you get
- Spreadsheet (KM-Savings-Goals-Sinking-Funds-Tracker.xlsx) with an Instructions tab, a filled-in Example tab and a blank tab for you
- Printable PDF in US Letter and A4: ink-friendly pages to fill in by hand
- 1-page How-to PDF with your Google Sheets copy link
Details
| Formats | Excel (.xlsx), Google Sheets and printable PDF |
|---|---|
| Works with | Microsoft Excel (desktop) and Google Sheets (free Google account). No macros. |
| Printable sizes | US Letter and A4 |
| Protection | Formula cells are locked so they don't get erased by accident (no password; you can unprotect them) |
| Delivery | Digital download. No physical item is shipped. |
| License | Personal use only. Please don't resell or share the files. |
Refunds
These are instant digital downloads, so all sales are final. If a file won't open or is damaged, email service@kmfinancialgroups.com within 30 days and we'll send a replacement or refund your purchase.
Related book
Want all six? See The Money Template Bundle (All 6).
Educational tool, not financial, tax, or investment advice. The templates do the arithmetic you set up; the numbers, and the decisions, are yours. Informational only. Not personalized financial, legal, investment, or tax advice.
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