Sinking Funds & Savings Pots Tracker

Stop being caught out by Christmas, car MOTs and birthdays. Give each pot a goal and a date, log what goes in and out, and see exactly how much to put aside each month.

What's included

• Up to 20 savings pots, each with a goal and target date
• A "save per month" figure that updates itself as you go
• A progress bar for every pot
• A log for every deposit and withdrawal, with dropdowns
• Dashboard with total saved, total goals, what to save this month, and a chart
• Step-by-step PDF setup guide

Works whether you save in one account with notional pots or use the pots in your banking app.

How it works

Delivered as a ZIP file containing the spreadsheet and a PDF setup guide. Unzip it, then open the spreadsheet in Excel, or upload it to Google Drive and open it in Google Sheets.

Instant download

Your files are available straight after payment. By completing your purchase, you agree to immediate access to your download and acknowledge that you lose your 14-day right to cancel once it's made available. If a file is faulty or not as described, we'll fix it, replace it or refund you. See our Refund and Cancellation Policy.

This template is an organisational tool, not financial advice. Read our full statement.