Neat Wren Studio

Home › UK money spreadsheets and trackers

Sinking Funds and Savings Tracker

Log each ISA payment and watch the allowance left and the days until 5 April. Set a target and a date for each pot and see what to save each month.

£7.79 on EtsyUK price, VAT included. Instant download, nothing is posted.

Bought it already? Here's where your files are.

What it does

  • An ISA countdown for Cash, Stocks & Shares, Lifetime (25% bonus worked out) and Innovative Finance, with a warning if you go over
  • 15 pots, each with the monthly amount needed, progress, and on track or needs more
  • A monthly plan showing what goes where, against what is available
  • Emergency fund measured in months of essential spend
  • Goals progress bars, a pot-versus-target chart and a dashboard with total saved and next target due
  • An Export to Calm Money tab for our budget app (sold separately)

What you get

  • Four colourways, all included: Pastel, Bright, Dark and Earthy, with identical formulas
  • A zip of Excel files (.xlsx): an example version with numbers in, and a blank version, for every colourway
  • A PDF with a Google Sheets copy link for each colourway (free Google account needed)

Good to know

  • Works in Google Sheets and in Excel 2016 or newer; no macros, nothing to enable
  • Works on a phone in the Google Sheets app; setting it up is easier on a laptop. Not editable in the Etsy app
  • Cells with a coloured border are yours to type in; everything else is worked out for you and protected against a stray click
  • The allowance is one cell to change, so check the current figure and update it

You might also like