Small Household Sinking Funds Budget, Annual Planner Spreadsheet (XLSX + ODS)
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- 1 ZIP download · XLSX, ODS, TTF, TXT, ZIP formats · 3 tabs; XLSX + ODS
- Buyer protection. Corrupt or mismatched files? Full refund.
Item details
A yearly budget built around sinking funds: monthly contributions for irregular expenses sit above the months where the big bills actually land.
'Dashboard' lists income, expenses, net and savings rate for each month, names the best and highest-spend month with INDEX/MATCH, and draws a column chart and a line chart. 'Annual Budget' has one column per month (Jan to Dec) plus Year total and Monthly avg, with 2 income lines and 15 expense lines in 4 groups: Fixed, Living, Sinking funds, Irregular costs. Below the blocks sit total expenses, net (negative months turn red), cumulative net and a savings-rate row.
Example amounts vary slightly month to month so the charts have shape.
The editable tabs are Annual Budget: 12 month columns (Jan–Dec), year totals and monthly averages, net, cumulative net and savings-rate rows.; Dashboard: Month table, key figures (year income, expenses, net, savings rate, best and highest-spend month) and two charts..
All figures are invented examples for a fictional budget; clear the input-coloured cells and type your own.
A single ZIP contains XLSX + ODS workbook versions, Lexend, Andika OFL font files and licences, and README.txt. The Start Here tab explains inputs, calculations and how to clear the worked entries.
The workbook contains 212 formulas. Its pewter design uses coloured input cells and separate calculation cells. Use the supplied fonts for the exact layout shown.
Works with spreadsheet software supporting XLSX + ODS files. Digital download; no macros or external data connections.
Live charts are in the XLSX version. The ODS copy retains the input cells, working formulas and numerical summaries without embedded chart objects.
File specs
| Formats | XLSX, ODS, TTF, TXT, ZIP |
|---|---|
| Dimensions | 3 tabs; XLSX + ODS |
| Color space | sRGB |
| Downloadable files | 1 ZIP download · XLSX, ODS, TTF, TXT, ZIP formats |
| Category | Templates |
| Last updated |
What you’ll download
- zipsmall-household-sinking-funds-budget-annual-planner-spreadsh.zip138 KB
License and usage
- Personal · $4.99
- Use the files in your own non-commercial projects: home prints, gifts, personal social posts and school work. Anything made with them can’t be sold.
- Commercial · $14.97
- Use the files in client work and in products you sell, up to 5,000 units across all products. Credit is appreciated but not required.
No license allows reselling, sharing or redistributing the original files as they are, including in free packs or AI training sets.
