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Savings And Sinking Fund Tracker Spreadsheet Excel & Google Sheets

byChartSheets
8 sales
$4.99 
 & Instant Download
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Item description from the seller
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Savings And Sinking Fund Tracker Spreadsheet For Excel & Google Sheets, Cash Savings Spreadsheet Template

WHAT’S INCLUDED IN THE PURCHASE? 

  • Video Tutorial
  • 20-Page Quick Start Guide
  • 4 Templates of Spreadsheets
  • 1 Sample Excel Spreadsheet with Mock Data
  • Excel Spreadsheet with Empty Data
  • Sample Google Sheets Spreadsheet with Mock Data
  • Google Sheets Spreadsheet with Empty Data
  • Editable in Google Sheets and Microsoft Excel
  • Compatible with MAC, PC, Phones, or Tablets
  • 4 Spreadsheet Tabs

TABS:

  1. Instructions
  2. Savings Overview
  3. Transaction Tracker
  4. Savings & Sinking Funds Dashboard

Features

  • Intuitive and quick set up in just a few steps
  • Flexibility for multi-currency support
  • Advanced transaction tracker
  • 20 x mini dashboards with detailed analytics
  • Overview dashboard with a detailed summary
  • Start and end date target-based contributions
  • Use for as many years as possibly needed
  • Status updates & progress bar for each fund

Savings Dashboard – 1

  • Detailed savings analytics
  • Flexibility for multi-currency support
  • Monthly contributions & funds distribution

Savings Dashboard – 2

  • Progress bar for each savings fund
  • Up to 20 different sinking funds to manage
  • Monthly contribution target calculator
  • Transaction Tracker
  • Dynamic transaction tracker
  • Advanced transaction categorization
  • Record as many transactions as you like, and the tracker will automatically filter and sum them up accordingly

12 X Mini Dashboards

  • Visually appealing individual dashboards
  • Status update for each fund
  • Global overview of your progress, as well as complete automation for detailed savings analysis

YOU WILL NEED:

  • A device to access Google Sheets or Microsoft Excel
  • A Google Account (if editing through Google Sheets)
  • Microsoft Excel (if editing through Excel)
  • Basic computer knowledge

HOW IT WORKS:

  1. Purchase (instant download)
  2. Upload the PDF file (access to Google Sheet)
  3. Download the Excel template
  4. Open the spreadsheet (start planning!)
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Listed on 6 October, 2023