Savings Goals & Sinking Funds Tracker Spreadsheet
Savings Goals & Sinking Funds Tracker Spreadsheet
Give every dollar you save a name, a target and a date.
Saving is easier when you can see it working. Set a goal, log deposits as you go, and watch the progress bar fill. The tracker tells you how much to put aside each month to arrive on time.
What it does
- Up to 12 goals with progress bars (emergency fund, trip, new laptop…)
- Per-month target that updates as time passes
- Deposit log with a goal dropdown (withdrawals too)
- Sinking funds planner: turns yearly costs like car registration or holiday gifts into a monthly amount
What's included
- Savings Goals & Sinking Funds spreadsheet (Start Here, Goals, Deposits, Sinking Funds)
Format & compatibility
- One .xlsx file
- Works in Microsoft Excel (2010 and newer, Windows & Mac), Excel for the web and Google Sheets (free)
- Not designed for Apple Numbers
- A Start Here tab walks you through setup in plain language
Instant delivery
Your download link arrives by email in your order confirmation, right after checkout. Download it on a computer for the easiest setup. Can't find the email? Contact us and we'll resend it.
Our promise
If the file won't open or doesn't work as described, contact us within 14 days and we'll fix it, or refund you. Because downloads can't be returned, we don't offer refunds for change of mind. See our refund policy.
A planning and organizing tool, not financial advice. Personal use only.
