Savings and Sinking Funds Tracker Spreadsheet Excel & Google Sheets, Cash Savings Spreadsheet Template
Ensure your financial stability without the stress of major expenses. Seamlessly allocate funds for future needs, whether it’s a family vacation, holiday gifts, or home improvements. Keep a close eye on your savings journey with our Savings and Sinking Fund Spreadsheet.
Effortlessly track your progress for each Sinking Funds, knowing precisely how much you’ve saved and what remains to be set aside. With support for up to 20 distinct sinking funds, you can save for a wide range of goals.
This spreadsheet also caters to Ongoing Sinking Funds—those without specific target dates—allowing you to plan for continuous expenses like car maintenance, property taxes, tuition, and more. It offers simplicity, clarity, and aesthetics, requiring only your input while it handles the rest. Start securing your financial future today!
WHAT’S INCLUDED ?
- Detailed video tutorial on how to use this spreadsheet
- Step by step instructions
- 4 Templates of Spreadsheets
- 1 Sample Excel Spreadsheet with Mock Data
- 1 Excel Spreadsheet with Empty Data
- 1 Sample Google Sheets Spreadsheet with Mock Data
- 1 Google Sheets Spreadsheet with Empty Data
- Editable in Google Sheets and Microsoft Excel
- Compatible with MAC, PC, Phones, or Tablets
Features
- Intuitive and Quick Set Up in Just a Few Steps
- Multi-Currency Support for Extra Flexibility
- Advanced Transaction Tracker
- 12 x Mini Dashboards with Detailed Analytics
- Overview Dashboard with a Detailed Summary
- Start and End Date Target Based Contributions
- Use for As Many Years As Possibly Needed
- Status Updates & Progress Bar for Each Fund
Savings Dashboard – 1
- Detailed savings analytics
- Flexibility for multi-currency support
- Monthly contributions & funds distribution
Savings Dashboard – 2
- Progress bar for each savings fund
- Up to 20 different sinking funds to manage
- Monthly contribution target calculator
- Transaction Tracker
- Dynamic transaction tracker
- Advanced transaction categorization
- Record as many transactions as you like, and the tracker will automatically filter and sum them up accordingly
12 x Mini Dashboards
- Visually appealing individual dashboards
- Status update for each fund
- Global overview of your progress, as well as complete automation for detailed savings analysis
This template is fully customizable! You can modify everything in it – colors in tables, pie charts, and more.
Everyone can adjust the design and other graphical elements to suit their preferences.
It’s crucial not to alter the formulas and functions in this spreadsheet, as it may lead to a malfunction in functionality and the proper display of your data!
!! IMPORTANT !!
YOU WILL NEED:
- A device to access Google Sheets or Microsoft Excel
- A Google Account (if editing through Google Sheets)
- Microsoft Excel (if editing through Excel)
- Basic computer knowledge
HOW IT WORKS:
- Purchase (instant download)
- Upload the PDF file (access to Google Sheet)
- Download the Excel template
- Open the spreadsheet (start planning!)
SOME POINTS TO CONSIDER:
This is a digital download. No physical items will be shipped after the purchase.
Due to the digital nature of the product, all sales are final, and refunds are not issued.
DISCLAIMER REGARDING COLORS:
The actual color of the spreadsheet may vary due to differences in how our screens display color. Your phone, tablet, or computer may show colors differently, just as we also perceive colors differently. Please keep this in mind when purchasing the template.
