Caleb's Templates

Savings Goals & Sinking Funds Tracker

List each goal with a target, log every deposit and see your progress, how much to save each month and whether you are on track. Works for an emergency fund and sinking funds.

  • See progress with a bar for every goal
  • Know how much to save each month
  • On track or behind, at a glance
$4.00
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Savings Goals & Sinking Funds Tracker in Google Sheets on a laptop, shown with sample data

What's inside

  • Start HereYour welcome page: a 3-step setup checklist, how the tabs fit together, a guide to every tab with clickable links, and the color legend.
  • Savings GoalsYour emergency fund, sinking funds and goals, each with a target, a target date, a starting balance and a monthly plan. Saved, percent done, what is left, months left, the amount needed per month and an on-track status work themselves out, with a progress bar.
  • ContributionsLog each deposit to a goal, and each withdrawal as a negative amount. Savings Goals adds them up.
  • SettingsSet up once: your household name.

A closer look

A progress bar for every goal: See how far along each goal is, and whether it is on track. (Savings Goals Tracker, sample data)
How much to save each month: Type a target and a date: it works out the monthly amount you need. (Savings Goals Tracker, sample data)
Log every deposit: Pick the goal and type the amount: a withdrawal is a negative amount. (Savings Goals Tracker, sample data)
Your goals at a glance: Goals, saved so far, total target and goals that are behind. (Savings Goals Tracker, sample data)
Emergency fund and sinking funds: An emergency fund, car repairs, holidays, vacation: one row each. (Savings Goals Tracker, sample data)

Screenshots show the Sample copy with made-up data.

Get set up in minutes

  1. Open your copy's Start Here tab.
  2. Savings Goals: add each goal with a target and a monthly plan.
  3. Contributions: log each deposit, and each withdrawal as a negative amount.

Good to know

  • Google Sheets: you need a free Google account. This isn't an Excel file.
  • Works in any browser on a computer, tablet or phone. Setup is easiest on a computer.
  • Nothing to install: no add-ons, no scripts.
  • You get a ready-to-use copy plus a Sample copy filled with example data, and a step-by-step PDF guide.
How Savings Goals Tracker fits together

Ready when you are

$4.00
Buy on Etsy

Instant download on Etsy. Checkout on this site is coming soon.

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