Savings Goals Worksheet

Up to six goals at once, each with its deadline, its monthly amount, and how far along you are.

Features

• Up to 6 goals, each with target, start date, deadline and amount saved so far
• Months-to-go, still-needed and save-per-month figures calculated for every goal
• A progress percentage per goal, and totals for your whole savings plan
• A quick deposit log for recording top-ups as you make them

How to use it

1. Write each goal's name, target amount, start date and deadline on the Goals tab
2. Enter what you have already saved toward each goal
3. Read 'Save per month' — that is the number to automate the day after payday
4. Log extra deposits in the log at the bottom, and update 'Saved so far' as balances grow

Format: Excel (.xlsx — also opens in Google Sheets) + printable PDF

Saving for a home? The strategy is in how to save for a house down payment on a low income, and the fund method behind these goals is the Emergency Fund & Sinking Funds Planner.