Yearly Budget Template + Sinking Funds Tracker

This bundle includes my Yearly Budget template and my Sinking Funds Tracker - both compatible with Google Sheets only.

Yearly Budget Template

Take control of your money with this easy-to-use Google Sheets budget template, designed to give you a clear picture of your finances without the overwhelm. Simply enter your numbers each month and watch the dashboards update automatically.

Includes:

• 📘 Instructions page

• 📊 Auto-updating annual dashboard (income, expenses, savings, debt & category breakdowns)

• 📅 Annual totals by month and category

• 📝 Monthly budget tabs (Jan–Dec) for income, expenses, savings & debt

Sinking Funds Tracker

Stay organised and save with intention using this simple, automated sinking funds tracker in Google Sheets. Perfect for planning upcoming expenses and spreading costs over time - without guesswork or manual calculations.

Includes:

• 💰 Sinking fund setup (goal, starting amount, start & goal dates)

• 🎯 Automatic monthly savings targets

• 🧾 Transactions log for deposits

• 📊 Dashboard showing progress toward each goal

✔ Beginner-friendly
✔ Automatic calculations & charts
✔ Google Sheets compatible only

Digital product only. No physical item will be shipped.