Sinking Funds Tracker Spreadsheet - Monthly Savings for Known Costs, Excel & Google Sheets

See how much to set aside each month for car repairs, gifts, insurance or a vacation, fund by fund. $4 one-time.

Why you will like it

- Monthly amount needed is worked out for each fund from its goal and target date.

- Progress bars show how funded each goal is.

- Deposits and withdrawals in one log, with balances updated for you.

What's included (1 .xlsx, 4 tabs)

- Funds: up to 30 funds with goal, target date (or Ongoing) and starting balance; saved, balance, remaining, months left, monthly needed and % funded

- Transactions: up to 500 entries with date, fund dropdown, Deposit or Withdrawal, amount and note

- Dashboard: totals, overall % funded, per-fund progress bars and a balance chart

- Instructions tab; yellow EXAMPLE rows are fictional

How it works

- List your funds with a goal and target date.

- Log each deposit or withdrawal.

- Set aside the monthly needed amount for each fund.

- Check the Dashboard for progress.

Compatibility

- Standard .xlsx for Microsoft Excel; open it in Google Sheets by uploading it to Google Drive.

- No macros, scripts or add-ons. One-time download, no subscription.

FAQ

- What is a sinking fund? Money you set aside each month for a known future cost.

- Is it financial advice? No. Figures are estimates.

- Questions? hirelinetemplates@mail.grokbot.com

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