Document text
Family: [FAMILY NAME]
All funds ready by: [DATE]
Prepared on: [DATE]
Our funds
Fund Target Every month In the fund now ✓
School tuition and enrollment ₱[AMOUNT] ₱[AMOUNT] ₱[AMOUNT] ☐
Christmas and Noche Buena ₱[AMOUNT] ₱[AMOUNT] ₱[AMOUNT] ☐
Insurance premiums ₱[AMOUNT] ₱[AMOUNT] ₱[AMOUNT] ☐
LTO registration ₱[AMOUNT] ₱[AMOUNT] ₱[AMOUNT] ☐
Birthdays and occasions ₱[AMOUNT] ₱[AMOUNT] ₱[AMOUNT] ☐
Vacation or going home ₱[AMOUNT] ₱[AMOUNT] ₱[AMOUNT] ☐
Phone or laptop replacement ₱[AMOUNT] ₱[AMOUNT] ₱[AMOUNT] ☐
House repairs ₱[AMOUNT] ₱[AMOUNT] ₱[AMOUNT] ☐
Check-ups and dental ₱[AMOUNT] ₱[AMOUNT] ₱[AMOUNT] ☐
All funds ₱[TOTAL] ₱[MONTHLY AMOUNT]
We set aside every month: ₱[MONTHLY AMOUNT], from [FIRST DATE] to [LAST DATE] — [NUMBER] deposits.
Our rules
Money in a fund is only for that goal.
Each fund is kept apart: envelopes, separate accounts or labelled sub-accounts.
When a fund is used, we start it again for next year.
Emergencies come from the emergency fund, not from sinking funds.
We agree to this plan and to the monthly amount.
Signed: ______________________ [NAMES]
Reply to this document or get a deadline reminder: https://layers.md/ph/sinking-fund-template?from=reply-ph-sinking-fund