SIP Investment Tracker

SIP Investment Tracker — Every Instalment Logged, Every Fund Totalled.

A SIP works because it is boring and regular — but five years of instalments across three funds is impossible to hold in your head. Log every instalment once, see per-fund totals build automatically, and use the estimator to project where steady investing could take you. Comes pre-filled with four example months of SIPs across three funds — see exactly how it works, then type your own instalments over the examples.

What's inside

• SIP log with 60 rows — date, fund, amount, units and NAV per instalment
• Automatic total of everything you have invested
• Per-fund summary: total invested and total units, calculated by fund name
• Future value estimator for any monthly amount, rate and horizon — a projection, not a promise
• Pre-filled example SIPs included — see how it works, then type over them
• Works in Excel, Google Sheets and LibreOffice
• Printable A4 PDF version included

How it works

Open the spreadsheet in Excel, Google Sheets or LibreOffice. Fill in the gold input cells — every total, balance and percentage calculates automatically. It comes pre-filled with example data so you can see exactly how it works — just type over the examples with your own numbers. Category and status columns have dropdown menus, and key columns colour-code themselves as you type. Prefer paper? A print-ready A4 PDF version is included.

Specifications

• Format: XLSX (live formulas) + printable PDF + read-me
• Works in: Excel, Google Sheets, LibreOffice
• Currency: ₹ by default — switch to any currency in one step (Format Cells)
• License: full rights — use, edit, rebrand & resell
• Updates: free for life

Full rights

Sold with full rights: use it personally or with clients, edit anything, and even rebrand and resell it — keep 100% of the income, no attribution required. Customise before reselling (marketplaces reject identical duplicates).

Please note

A personal organisation tool, not financial advice. Digital download — delivered instantly, so all sales are final; future updates are free.