Savings & Wealth / Digital spreadsheet
Savings and Sinking Funds Tracker
Give each savings goal its own name, target and date. Record contributions and withdrawals against the right fund, then review allocated balances and what remains to reach each target.
Real workbook previews · Fictional example data · Swipe to browse, select an image to enlarge.
- 10 named funds
- Progress overview
- Contributions
$9.90 USD
Base USD price. Final total and any applicable tax appear at checkout.
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Google Sheets and Microsoft Excel for the web
Desktop Excel has not been tested.
Check software & setup detailsDigital download. Includes CLEAN and DEMO files. No physical item. Your download is available after payment, with access through your order confirmation.
A focused workflow
Make the next review clearer.
Keep ten goals distinct
Name each fund, target and target date.
Track allocated balances
Opening amounts plus contributions minus withdrawals.
See what remains
Review target gaps and contribution planning estimates.
Keep activity dated
500 entries; later activity waits for the review date.
Planning allocations only. No real-money transfers, interest or bank sync.
Inside the spreadsheet
A closer look at the real files.
Getting started
One clear step at a time.
01
Name your goals
Set targets, dates and opening allocations.
02
Log contributions & withdrawals
Keep each entry linked to the correct goal.
03
Review progress
See allocations, remaining targets and planning estimates.
Before you choose
A few useful details.
What does this tool include?
Keep ten goals distinct: Name each fund, target and target date. Track allocated balances: Opening amounts plus contributions minus withdrawals. See what remains: Review target gaps and contribution planning estimates. Keep activity dated: 500 entries; later activity waits for the review date.
What should I check before choosing it?
Planning allocations only. No real-money transfers, interest or bank sync.
Which spreadsheet app can I use?
Google Sheets and Microsoft Excel for the web. Desktop Excel has not been tested. Use separate Google and Microsoft working copies; they do not sync.
How do I receive my files?
For direct purchases, Lemon Squeezy processes checkout and provides access to the ZIP after payment. Open the link in your confirmation email, extract the ZIP on a computer and follow the included guide. Etsy orders remain accessible through Etsy.
Are the previews real?
The gallery shows the actual supplied workflow using fictional demonstration data. Use CLEAN for your own entries and keep DEMO separate.
Will this connect to my bank or other tools?
No. Entries are manual. Separate workbooks and copies do not automatically synchronize or make payments.
What if I need help?
For a direct purchase, use the support contact in your Lemon Squeezy receipt. For an Etsy purchase, message the shop through your Etsy order. Include the product name, tab, cell and a fictional example of the issue.
Need the complete system?
Savings & Wealth Bundle
Includes Savings & Sinking Funds with Net Worth Tracker, Emergency Fund Planner. Check the full contents before buying.
Related tools
Continue at your own pace.
$9.90 USDDigital download · Secure checkout
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