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The Library · Printables & templates

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Printables, fill-in templates and money workbooks, shelved by what you're doing. Everything you check out stays on your library card.

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How to read the shelf:Book · print it (PDF)Yellow sticker · type on the page, then print (fillable PDF)Landscape book · for tablets, tap the tabs to jump aroundFolder · fill in your own copy (Google Docs or Word)Ledger · does the math (Google Sheets or Excel)

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Savings Goals and Sinking Funds Tracker

Track savings goals and sinking funds in Excel or Google Sheets. A savings tracker spreadsheet for Excel and Google Sheets with up to 20 goals, a deposit log, a monthly sinking funds plan and two savings challenges.

Keep every savings goal in one place, from the emergency fund to Christmas, car repairs, a vacation or a new roof. Give each goal a target and a date, and the tracker shows how much you have saved, how much is left, how many months you have and about how much to set aside each month to get there.

Log each deposit or withdrawal with a date and a goal from the drop-down. The dashboard adds it all up: total saved, total target, overall progress, a progress bar for every goal, and which goals are on track, behind or reached. The sinking funds tab lays out twelve months for each goal, with what you planned to set aside next to what you actually saved.

Two savings challenges are included. The 52-week challenge lets you choose the starting amount and go low to high or high to low, and the 100 envelope challenge shows all 100 envelopes in a grid you mark off as you go. You get a blank copy ready to use and a filled-in example to learn from.

Your files are ready to download right after checkout, and we email you the link.

What's included

Details

How to use it

Click Make my copy after checkout. Your own copy opens in your Google Drive. Type in the yellow cells; the totals fill themselves.

License

Personal and family use, or one classroom or parish group. Please don't resell or share the files.

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