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Sinking Funds and Savings Tracker

A UK savings, ISA and sinking funds tracker for Google Sheets and Excel, with an allowance countdown and fifteen pots.

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

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.

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)

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)

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