Savings Goals Tracker Spreadsheet

Give every dollar a job: emergency fund, vacation, the next car, Christmas. Set the target and the date, log each transfer, and the tracker shows saved, remaining, percent complete, months left, the monthly amount that gets you there, and whether you are on track.

WHAT YOU GET

• Savings Goals Tracker (Excel): Start here, Dashboard (saved and target across goals, overall progress, this month's deposits, goals on track, progress bar per goal, saved vs remaining chart), Goals (20, with months left and needed per month), Monthly (deposits by goal and month with a chart), Deposits (2,000 rows, goal drop-down)
• Quick-start PDF

2,631 formulas, recalculated and checked for errors before listing.

HOW TO USE

1. Buy, then download on the page that opens right after payment (your Stripe receipt email carries the same link).

2. Open the workbooks in Excel 2016 or later, Google Sheets or LibreOffice; the quick-start PDF opens in any PDF app.

3. Yellow cells are inputs, grey cells calculate. Replace the example rows with your own.

PLEASE NOTE

• Digital download only; nothing is shipped. Returns are not possible on digital files; if a file will not open, email [email protected] and it gets fixed.
• Works in Excel 2016 or later, Google Sheets and LibreOffice. Months left counts from today's date.
• Templates are not legal, tax or insurance advice. Have agreements reviewed by your own counsel and follow your own operating rules.
• For use in one business. Not for resale or redistribution.

Designed by A3E Studio (Ontario, Canada) and generated by our own software; every formula is recalculated and checked before listing.