Sinking funds tracker
- Includes
- With chart
Sinking funds tracker
Separate the categories you want to track, such as a project or a planned purchase, and record inflows and outflows for each.
Ready to print
Recording example
Separate the categories you want to track, such as a project or a planned purchase, and record inflows and outflows for each. Moving 20 units between categories requires both entries so the total does not increase accidentally.
Check the data
Do not count the same amount in two categories at once. A category name describes the purpose of the record; it does not make the sheet a financial account or execute transfers.
Use your own amounts
A sheet’s sequences and percentages are organizational examples, not amounts you are expected to set aside. Adapt the amounts and the order of the boxes. If you change a value, recalculate the total and note the change to keep the record consistent.