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Sinking Funds Tracker — 15 Savings Goals for Google Sheets & Excel
Sinking Funds Tracker — 15 Savings Goals for Google Sheets & Excel
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A fully automated Sinking Funds Tracker that helps you save for up to 15 planned expenses at once — vacations, car repairs, annual insurance, gifts, and more — all in one file for Google Sheets and Excel. Log a deposit once, and it's automatically matched to the right fund, with your monthly savings target recalculated instantly.
✨ Why You'll Love It
- ✔ Track up to 15 sinking funds at once — one target, one deadline, one running balance each
- ✔ One shared Deposit Log — log a deposit once and it's automatically matched to the right fund
- ✔ Monthly Target auto-calculates from your target date, so you always know how much to set aside
- ✔ Dashboard rolls up total saved, total target, and total remaining across every fund
- ✔ Beginner friendly — no spreadsheet experience required
- ✔ Works perfectly in both Google Sheets and Microsoft Excel
📦 What's Included
- ✔ Light Edition — Excel (.xlsx) + Google Sheets copy link
- ✔ Dark Edition — Excel (.xlsx) + Google Sheets copy link
- ✔ Quick Start Guide (PDF)
🎯 Perfect For
- ✔ Anyone saving for several known future costs at the same time instead of one big goal
- ✔ People who want deposits sorted automatically instead of updating each fund by hand
- ✔ Planners who want a clear monthly savings target for each upcoming expense
💬 Frequently Asked Questions
What is a sinking fund, and how does this tracker help?
A sinking fund is money you set aside gradually for a planned future expense — like car repairs or a holiday — instead of scrambling when it arrives. This tracker lets you set a target and deadline for each fund, and it never moves money between funds for you — what you save stays exactly where you put it.
Does it work with Google Sheets and Excel?
Yes. Every purchase includes both versions, so you can use whichever platform you prefer.
Can I use my own currency?
Yes. You can change the currency symbol in seconds without affecting any formulas or calculations.
How does it calculate how much to save each month?
Set a target amount and target date for each fund, and the Monthly Target column automatically calculates how much you need to save each month to hit it on time.
⚙️ More Details
How it works
1. Purchase your template.
2. Download instantly after checkout.
3. Open it in Google Sheets or Microsoft Excel.
4. Enter your numbers and let the planner do the rest.
Compatibility
Compatible with Google Sheets, Microsoft Excel, Windows, Mac, and mobile viewing through Google Sheets.
Need something different?
Looking for a custom version? We can create a personalized template with different categories, a custom color theme, extra tabs, additional dashboards, or other features to match your needs. Simply contact us and tell us what you're looking for—we'd love to help.
Support & 30-Day Guarantee
Need help? Contact us anytime at support@serenesheets.com. If the template isn't the right fit, you're covered by our 30-day money-back guarantee.
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