Money & budgeting · Excel · 3 tabs

Savings goals and sinking funds

Plan up to ten goals and see how much to put by each month to hit each date.

£5once · download straight away

Works in Excel or Google SheetsNo subscription

Close-up of the Goals tab, from the free example file for the Savings goals and sinking funds

Goal	Saved	A month
Emergency fund	£3,750	£188
Christmas	£350	£83
Holiday	£1,550	£25

Example data. The free example file shows the full layout.

Inside the free example file

Rendered from the example file in Excel, at the size it opens on screen. The rows are sample data, and the file is marked as an example.

Goals, from the free example file for the Savings goals and sinking funds — Goals

Emergency fund, from the free example file for the Savings goals and sinking funds — Emergency fund

Download the free example file

What it does

Plan up to ten goals and see how much to put by each month to hit each date.

Best for: Anyone saving for something, or for costs they know are coming.

What’s included

Excel · 3 tabs

Up to 10 goals with a monthly amount to hit each date
Log of money in and out, with progress bars
Emergency fund: what three and six months of costs looks like

How it works

Type each goal, the amount and the date.
Log each payment in, or anything you take out.
Set a standing order for the monthly amount.
Watch the progress bars fill up.

What it doesn’t do

Doesn't move money or pick savings accounts for you.

Packs help you organise and prepare. They are not legal or tax advice and can’t guarantee you meet every rule.

Price and delivery

£5once

Download links straight after payment, by Stripe
Links work 3 times within 14 days; the file is stamped with your email and order number
Lost the links? Ask for them again

Also in a bundle

Money complete · 6 packs for £19 (£38 separately)Buy £19

Buy £5

Questions

Can I see it before I buy?

Yes. Download the free example file: it shows the layout with sample data, as a locked preview. The paid file is yours to fill in.

What do I get, and how?

The file downloads straight away after payment. Your links work 3 times within 14 days, and the file is stamped with your email and order number. Lost the links? Ask for them again.

Does it work in Google Sheets?

Yes. Every pack works in Excel or Google Sheets, and the Word files open in Word or Google Docs. There are no macros.

Is it a subscription?

No. One payment, and the file is yours to keep using.

Can I get a refund?

As these are digital files, change-of-mind refunds are not available once they are issued, so please look at the free example first. If a file is faulty or not as described, your legal rights are not affected. Refund terms.