Sinking Funds Tracker Spreadsheet Excel

Sinking Funds Tracker Spreadsheet Excel and Google Sheets, Budget Savings Tracker, Personal Finance, 20 x Dashboards

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 Fund, 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!

This template is fully customizable! You can change everything in it – colors in tables, pie charts, etc.

Step by step instructions in YouTube – https://www.youtube.com/watch?v=AWNJgsKNRhg&t=2s

 

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.