Cash Envelope & Sinking Fund Planner
£9.99
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Cash Envelope & Sinking Fund Planner
£9.99
Give every pound a job. A ready-built Excel planner for UK budgeting: cash envelopes for everyday spending, sinking funds for the costs you know are coming, and one page that shows whether your month adds up.
What's inside
- Monthly Budget: income, bills and savings in one view, with a live 'Left to allocate' figure so you can budget to £0.00.
- Cash Envelopes: set a monthly amount per category, log spending week by week, and see what's left and a status for each envelope.
- Sinking Funds: enter a target and date for things like Christmas, car MOT or holidays and it works out the monthly amount and whether you're on track.
- Start Here tab with simple instructions. Example figures are included so you can see how it works; replace them with yours.
Details
- Excel (.xlsx) workbook with formulas already built. Formulas calculate in Excel; it will usually open in Google Sheets or Numbers too, but formatting may differ.
- Instant digital download. Nothing is posted.
- Personal-use licence.
Educational and organisational tool only, not financial advice.