Finance template
Savings Goal Tracker
Progress bars per goal, with months remaining worked out from your monthly contribution.
- Live formulas
- 22
- Columns
- 7
- File
- 8 KB
$5
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Works in Excel 2013 and later, Microsoft 365, Google Sheets and LibreOffice Calc. Set up to print on one page wide.
About this Savings Goal Tracker template
Saving is easier when you can see how close you are. This Excel savings goal tracker lists each goal with its target, what you have saved so far and what you put aside each month, then works out the percentage complete and how many months are left.
The overall view shows how much is still to save, your progress across every goal, how many goals you have reached and how long clearing them all will take.
Good for
- →Saving towards several goals at once, such as a deposit and a holiday
- →Checking whether a monthly amount will get you there in time
- →Building an emergency fund alongside other savings
What it works out for you
Overall
- →Still to save
- →Overall progress
- →Goals reached
- →Months to clear all
What you fill in
The table has 7 columns. Calculated columns fill themselves in; the rest are yours to type over.
- →Goal
- →Target
- →Saved so far
- →Monthly
- →% complete
- →Months left
- →Status
How to use it
Set a target and what you put aside each month. Percentage complete, months left and the finish date follow automatically.
The file opens with sample rows so you can see every formula working before you change anything. Type your own figures over them. When you need more rows, insert them inside the existing block rather than underneath it, so the totals keep covering every row.
Functions it uses
Every one of these exists in Excel, Google Sheets and LibreOffice, so the file behaves the same wherever you open it.
COUNTIFIFIFERRORMINROUNDUPSUMQuestions about the Savings Goal Tracker
How are months left calculated?
The amount still to save is divided by your monthly contribution and rounded up to whole months. It does not include any interest earned.
What happens when I reach a goal?
It shows 100% complete, its status updates and it counts towards goals reached in the summary.
Can I change the monthly amount?
Yes. Change any monthly figure and the months left for that goal update straight away.
