Finance template
Savings goal tracker
Track several savings goals with targets, deadlines and progress bars. Each goal shows how much to set aside per month to arrive on time.
- Free
- No account needed to try
- Download as .xlsx
What's inside
Everything is a normal workbook once you open it: change the numbers, rename the sheets and make it yours.
2 sheets
- Goals
- Deposits
40 formulasTotals, lookups and checks are already worked out, so the sheet updates as you type. 198 filled cells in all.
Built in
- Charts
- Conditional formatting
- Dropdowns
- Tables
- Live dates
- Frozen headers
A look at the Goals sheet
The top left of the first sheet, calculated by SheetsBat. Open the template to see all of it.
| A | B | C | D | E | F | G | H | |
|---|---|---|---|---|---|---|---|---|
| 1 | Savings goal tracker | |||||||
| 2 | Add deposits on the Deposits sheet. Saved amounts, progress and monthly targets update by themselves. | |||||||
| 3 | ||||||||
| 4 | TOTAL SAVED | OF TARGET | OVERALL PROGRESS | NEEDED PER MONTH | SAVED LAST 30 DAYS | |||
| 5 | $12,750 | $58,900 | 22% | $2,705 | $1,120 | |||
| 6 | ||||||||
| 7 | ||||||||
| 8 | Goal | Target | Target date | Saved | Remaining | Months | Per month | Progress |
| 9 | Emergency fund | $12,000 | Jun 30, 2027 | $4,350 | $7,650 | 7 | $1,093 | 36% |
| 10 | Trip to Lisbon | $4,500 | May 15, 2027 | $1,830 | $2,670 | 6 | $445 | 41% |
| 11 | New laptop | $1,800 | Feb 1, 2027 | $1,470 | $330 | 3 | $110 | 82% |
| 12 | Home down payment | $40,000 | Dec 31, 2029 | $4,600 | $35,400 | 37 | $957 | 12% |
- savings
- goals
- personal finance
- progress
More finance templates
FinancePersonal monthly budgetPlan income and spending for the month and see what is left at a glance. Compare planned and actual amounts by category with a chart.
FinanceInvoice trackerTrack every invoice you send, what has been paid and what is overdue today. An aging summary groups open balances by how late they are.
FinanceBreak-even analysisFind how many units you need to sell to cover fixed costs, and what it takes to hit a profit goal. A chart shows revenue crossing total cost.
FinanceCap tableModel ownership through seed and Series A rounds with share prices worked out from each pre-money valuation. See fully diluted ownership and a simple payout at an exit value.
Start your savings goal tracker now
It opens in your browser in a second. Create a free account to save it, share it and open it anywhere.