Sinking Funds Tracker (Excel)

Big bills, already paid for.

Save a little every payday for car insurance, Christmas, repairs, and every other bill you know is coming. See what's in each fund, what to set aside, and which ones are behind. No macros.

WHAT IT DOES

• Up to 20 sinking funds, each with a target and due date

• Repeating funds (every year, 6 months, 3 months, or month) roll on to the next due date by themselves

• Ongoing funds with no due date, like home or car repairs

• The amount to set aside each payday, for every fund and in total

• Paid weekly, every 2 weeks, twice a month, or monthly

• On track, behind, and past-due warnings

• Transactions log: Deposit when you move money in, Spent when you pay the bill

• Dashboard: total saved, % of targets, funds with progress bars, coming up with what's still short, this year's totals and a chart of your savings

• Start Here guide and example funds

WHO IT'S FOR

Anyone tired of the yearly insurance bill, Christmas, or car repairs wrecking the budget.

GOOD TO KNOW

• Works in Microsoft Excel: Microsoft 365, Excel 2010 or later on Windows, and Excel for Mac

• Normal .xlsx file: no macros to enable

• Nothing links to your bank

• One-off payment, instant download

Made by Lee at Sheet Leveller, whose tutorials have been watched 6.3 million times on YouTube.